Whether a credit card was added by a user in the EMR or by the patient via the portal, you can manage these from the Billing tab of the Patient Information block.


DELETE A CARD

Click the trash icon next to any card to delete it from the patient's chart:



You will be prompted to confirm and once you do, you will no longer be able to access this card (you would instead need to re-add it).

You can also delete a card from the "add payment" window - see here for more information.


FAVORITE/PREFERRED CARD


A yellow star icon will appear next to the patient's currently preferred card:



All other cards will have a gray star instead. Click on any card's star to make it the new preferred card (this will move it to the top of the list once done).


NOTE: The preferred card is either the most recently used card on the patient's file or, if a preferred card has previously been set by a user, it will be this instead. This is the card that is automatically selected for payment when you select "Credit Card" for the payment type (you can always switch to a different card for payment, but this will be saved as the default for convenience).


CARD NOTE


Click on the pencil icon next to any card to add a brief (35 character) note:



This note is for internal purposes only (the patient will not be able to see it) and will appear both in the card management window:



as well as when you go to add a credit card payment to the patient's chart: