Modify a Credit/Debit Card

Modify a Credit/Debit Card

Credit/Debit Information can be modified if there is not a connected Receipt.    


The modifications can be made from the Credit/Debit Cards link on the Patient Dashboard.

  • The fields that can be modified are:
  • The Cardholder Name
  • Expiration Date
  • Zip Code
  • The Card Number cannot be modified.


Modify Credit and Debit Cards

  1. On the Patient Dashboard, select the Credit/Debit Cards link.
  1. Select the Modify icon.

  1. Make necessary modifications.
  2. Select Save [F2].

Delete or Make a Credit Card Inactive

A Credit Card cannot be deleted if it has been used for a transaction, but it can be made Inactive.

If a Receipt is attached to the Credit Card, it cannot be modified.

  • Follow the steps above for Modifying a Credit Card.

  • Uncheck the Active checkbox to make this card unavailable.

  • Select Save [F2].

  • Add a New Credit Card.



    • Related Articles

    • Credit Card Services Overview

      This feature is only available for clients that have System merchant service integration in place. Credit Cards can be used for Patient Payments and Insurance Payments. Credit Card Setup System Setting for Electronic Processing Checkbox If you are ...
    • Add/Process a Credit Card Payment

      Add/Process a Credit Card Payment A Receipt can be created for a Patient or an Insurance Credit Card Payment. You must have merchant (credit card) service integration in place for this feature to be available. If you are not using one of the System ...
    • Refund or Void a Credit Card Payment

      What is the difference between Voiding and Refunding Credit Card Payments? If the Payment is stopped the same day that the Receipt was created and processed, the Void button will be available to use. If the Payment needs to be stopped anytime after ...
    • Process Electronically: Credit Card System Setting

      System Setting to display the Process Electronically Checkbox This setting only applies for clients that have merchant service integration in place. If you are not using an integrated credit card processor this setting will not have any effect. This ...
    • Payment Plans

      If you are using one of our integrated Merchant Service vendors for credit card processing, Patient Payment Plans can be set up in the System. Payment Plans can be added from the Patient Dashboard, Payments Dashboard, Receipt Dashboard, or Guarantor ...