Patient Saved Credit Card

Patient Saved Credit Card

Add a Patient Saved Credit Card

Navigate to Admin → Patients → Open Patient Profile → Credit Cards to manage saved payment methods.

Patients may securely save credit cards in their patient account. Admins can also add or delete saved credit cards on behalf of a patient.

Requirements

Saved credit card functionality must be enabled with your credit card processor.

  • If you are unable to add a saved card, contact your payment processor to confirm that vault / tokenized card storage is enabled.

  • In some cases, this setting can be enabled directly from your processor’s dashboard without contacting support.

Add a Saved Credit Card (Admin)

  1. Open the patient profile.

  2. Select the Credit Cards tab.

  3. In the Add a New Saved Credit Card section, enter:

    • Cardholder name

    • Credit card number

    • CVV

    • Expiry date

  4. Click Submit.

  5. The card will appear in the Saved Credit Card List.

Add a Saved Credit Card (Patient Account)

The admin may log in as the patient, or the patient may complete these steps themselves.

  1. Click the dropdown menu using the patient’s name in the top-left corner.

  2. Select Payment Settings.

  3. Click Add New Credit Card.

  4. Enter:

    • Cardholder name

    • Credit card number

    • CVV

    • Expiry date

  5. Click Submit.

Saved credit cards allow for faster checkout and easier payment collection while maintaining secure payment handling.

    • Related Articles

    • Patient Addesses

      Patient Addresses Estimated reading time: 1 minute Navigate to Admin → Patients → View Patient Profile → Addresses to manage patient addresses. The dispensary admin can add or modify patient addresses from the admin interface. Practitioners can also ...

    • Patient List

      Patient List Navigate to Admin → Patients to view and manage all patients in your dispensary. The Patient List displays every patient across all practitioners and provides tools to search for patients and access individual patient profiles. Viewing ...

    • Patient Refills

      Patient Refill Management This page allows admins and practitioners to view and manage refill settings for previously ordered items (formulas or products) associated with a patient. Each row represents an item that was ordered in the past and can ...

    • Add a Patient

      Add a Patient Navigate to Admin → Patients → Add Patient to create a new patient record in your dispensary. An Add a Patient Help Video is available for step-by-step guidance. Overview The Add Patient page allows the dispensary admin to quickly ...

    • Patient Order History

      Patient Order History Navigate to Admin → Patients → Open Patient Profile → Order History to view a patient’s complete ordering activity. The Order History section displays all orders, formulas, and products that have been placed for the patient. ...