Sometimes you may need to remove a patient’s credit card on file. A client may reach out to the clinic to remove their saved card on file, or when a credit card has expired or been replaced.
Note: Removing a patient’s credit card administratively can only be actioned by the Account Owner, Full Access or Administrative user.
Removing a credit card
To remove the card on file, you can head to the Patient’s Profile > Billing > Credit Cards. From here, you can press the View button.
You can then select the Remove Credit Card button.
To finalize removing the credit card, you can hit the OK button.
To confirm that the card has been removed, you will see a Deleted badge located under the Card Type.
Patients can also delete a card on file. This is provided they have more than one, and is ideal if their preferred card for paying has changed.
Patient requests to remove a card
Patients can request the removal of a card on file from their My Account area when only one payment method remains.
When they submit this request, an email is sent to the clinic Account Owner that includes the patient’s name and the card they’d like removed. The Account Owner can then review the request and remove the card as needed.
On the patient’s profile, you’ll see a notification in the Billing Notices area with a link to the patient’s saved card.
From here, you can either decline or approve the card deletion request.
Please note that no email is sent to the patient when their request is declined or approved, so you’ll want to reach out to them if needed.