How to Access and Use the Credit Cards Section
1. Navigation
From the main menu, select Patients and open the relevant patient profile.
In the Patient Information sidebar, click the Credit Cards tab.
2. Viewing Credit Cards
Saved credit cards are displayed with:
Card type (e.g., Visa, MasterCard) and logo
Last four digits of the card number
Cardholder name
Expiry date
Status (e.g., Preferred)
3. Adding a New Credit Card
Click Add Credit Card.
Fill in the required fields in the form:
Number (Card number, expiry date MM/YY, CVV)
Cardholder Name (auto-filled from patient record, but editable)
Billing Address: choose the patient’s existing address or enter a new one (Address Line 1/2, City, State, ZIP).
Click Save.
A confirmation message will confirm the card was successfully added.
4. Editing an Existing Credit Card
Find the card you want to update.
Click the three-dot menu (⋮) next to it.
Select Edit.
Update card details or billing address as required.
Click Save to apply changes.
5. Deleting/Removing a Credit Card
From the same three-dot (⋮) menu, choose Delete.
Confirm the deletion when prompted.
The card will be removed from the patient’s account.
Fields to Complete
Field | Description |
Number | Full card number, expiry date (MM/YY), CVV |
Cardholder Name | Name on the card (pre-filled but editable) |
Billing Address | Patient’s existing address or a custom billing address |
Address Line 1/2 | Street, unit, suite, or apartment details |
City | City of billing address |
State | Select from dropdown |
ZIP Code | Postal or ZIP code |
✅ Best Practice: Always ensure at least one active card is marked as Preferred to streamline checkout and billing workflows.