Edit or Delete Patient Payment Card
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Updated: 01/22/2020
Views: 1279
A payment card stored in a patient's record can be edited or deleted through the Account tab.
Access Payment Card
- Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box.
- Click to select the patient from the auto-populated results. The patient's record opens to the Face Sheet.
- Click Account. The Account page opens.
- Click the Payment Cards tab. The Payment Cards page opens.
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Edit Payment Card
- Click Edit. The Edit Payment Card pop-up window opens.
- Make necessary changes.
Note: The payment card number cannot be edited. To correct an error in a card number, delete the existing card and add a new payment card.
- Click Save when finished.
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Delete Payment Card
- Click Edit. The Edit Payment Card pop-up window opens.
- Click Delete. The card is removed from the patient's record.
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