1.7 Credit Card Types

Owned by Joanne H
Last updated: Sept 16, 2020 by Maria Holevas
1 min read

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 & create additional 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:

  1. Enter a Name and description

  2. Click Save

Managing credit cards & processing patient payments is further demonstrated in the Patient Accounting portion of the manual.

To Delete/Edit A Credit Card Type

  1. Select a card type from the drop down menu

    1. Edit name/description and click Save

    2. Click the Delete button to delete the card

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.