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The system already has pre-defined options that can be selected as 'Method of Payment' when collecting a patient payment in Patient Accounting. You can customize & add your own Credit Card Type such as Gift Cards, HSA's, & programs such as ChiroCare, or ChiroUSA that offer card payments linked to healthcare savings accounts.

Go To: BILLING > OTHER UTILITY > CREDIT CARD TYPE

To Add A Credit Card Type:

  • Credit Card Type: Enter a Name for the card type, a Description & click Save

These Card Type options will be available to select as Method of Payment in Patient Accounting when collecting a patient payment. Managing credit cards & processing patient payments is further demonstrated in the Patient Accounting portion of the manual.

To Delete/Edit A Credit Card Type

  • Select a card type from the drop down menu

  • You may edit the description or delete if desired

Any credit card types that are on the list will show as payment options on your patient statements.  If the credit card type is associated with a patient, you cannot delete.

User can also use shortcuts for saving and deleting. Alt + S to save and Alt + X to delete.

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