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Kareo Help Center

Edit or Delete Patient Payment Card

Updated: 01/22/2020
Views: 985

A payment card stored in a patient's record can be edited or deleted through the Account tab. 

Access Payment Card

  1. 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.
  2. Click to select the patient from the auto-populated results. The patient's record opens to the Face Sheet.
  3. Click Account. The Account page opens.
  4. Click the Payment Cards tab. The Payment Cards page opens.
Platform_PaymentCards_Access.png

Edit Payment Card

  1. Click Edit. The Edit Payment Card pop-up window opens.
  2. 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.
  3. Click Save when finished.
Patients_Account_Payment_EditPayment.png

Delete Payment Card

  1. Click Edit. The Edit Payment Card pop-up window opens.
  2. Click Delete. The card is removed from the patient's record.
Patients_Account_Payment_Delete.png