At a Glance
Saving a patient’s card avoids re-entering it every time, and you’ll always need a way to remove cards that have expired or that a patient asks you to delete. This guide covers setting the site default for saving cards, toggling it per payment, adding a card without charging, removing a saved card, and keying in a card manually.Set the Site Default for Saving Cards
Open your practice’s PR Settings. Under the General tab, find the Card Fees section and toggle Auto-Save patient credit cards on or off.Toggle Card Saving on an Individual Payment
From the Appointments page, choose the patient to charge and open the payment flow. Select Pay via Credit Card. If no card is saved, you’ll have the option to Save this Credit Card as you enter the details. If a card is already saved, you can select the saved card or enter a new one. You can view a patient’s saved cards on their profile under Cards on File.Add a Card Without Charging
Open the patient’s profile, open the Cards on File menu, and click Add New Card to key in the card details without charging.Remove a Saved Card
Open Cards on File on the patient’s profile and click Remove Card next to the card you want to delete.Manually Enter a Card
When a card won’t swipe or the patient only has the numbers, every payment window (Miscellaneous Charge, Quick Purchase, Pay Balance) includes Pay via Credit Card — select it and key in the details for immediate processing.Pay via Credit Card is for card payments not taken on the Athelas card reader (which is a separate option in every payment window).
FAQ
How do I stop cards from being saved automatically?
How do I stop cards from being saved automatically?
In PR Settings → General → Card Fees, turn off Auto-Save patient credit cards. You can still save a card on an individual payment.
Can I store a card without charging the patient?
Can I store a card without charging the patient?
Yes. On the patient’s profile, open Cards on File and click Add New Card.