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Kareo Help Center

Edit Patient Payment Card

The name and expiration date on a payment card stored in a patient's record can be edited 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

Edit 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 edit or delete. The Edit Payment Card window opens.
PF edit payment card 1.png
  1. Make necessary changes to the cardholder's name and expiration date. 
    Note: The payment card number cannot be edited. To correct an error in a card number, delete the existing card and re-add it with the new number.
  2. Click Save when all edits have been made. The card summary displays under the Payment Cards tab.
PF edit payment card 2.png
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