Credit Card Manage

In the Account Module, Main tab, click Credit Card Manage.

The Credit Card Manage window lists Credit/Debit Cards and checking/savings accounts on file for the patient. Card and account entries are automatically added here when you process a XCharge (OpenEdge), PayConnect, or PaySimple transaction and select Save Token. You can also manually add account information without processing a charge from this window, see XCharge Add Card, PayConnect Add Card, PaySimple Add Card.

When multiple payment processing programs are enabled, each account in the list indicates the program to be used to charge the card. The first 12 digits of each account are masked with X for cards and * for bank accounts.

Add: Add payment information without processing a payment. Double-click an added card or account to Authorize Recurring Charges.

Move To Pat: Move a card or bank account to a different patient.

  1. Highlight the card or bank account.
  2. Click Move to Pat.
  3. A verification message will show. Click OK, then select the new patient.

Up/Down: To reorder the list, highlight a card or bank account, then click the Up/Down arrows. The order of cards and accounts in the list determines the order in the Credit Card dropdown on the Payment window.

Close: Close the window.