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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 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 in the left menu. The Account page opens.
Patients_Account.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.
Patients_Account_Payment_Edit.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.
Patients_Account_Payment_EditPayment.png
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