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Kareo Help Center

Delete Patient Payment Card

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

Navigate to the Patient Account Tab

  1. Enter the first 2–3 letters of the patient's name in the top navigation search box.
  2. Click to select the patient from the auto-populated results. The patient's chart opens to the Face Sheet.
  3. Click Account on the left menu. The patient's Account page opens.

PF access account tab.png

Delete a Payment Card

  1. Click on the Payment Cards tab. A summary of current saved payment cards displays.
  2. Click Edit on the right of the card you wish to delete. The Edit Payment Card window opens.

PF edit payment card 1.png

  1. Click Delete in the lower right of the window. The card is removed from the patient's record.

PF delete payment card.png

 

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