How To Remove A Patient Credit Card From Your Software Stored List

 

This function is available to clinics using Heartland recurring payments, which stores the patient's credit card.

If a patient requests for you to remove the credit card that is in the drop down list when posting a payment, please follow these steps:

• Open Patient File > Ledger > Payments
• Mid screen on the right, you will see a button called "Past Payment Ignore List" - click on this button

• A window will open and you will see the active credit cards for this patient on the left

• Find the credit card on the left and highlight
• Use the right arrow to move the credit card you DO NOT want to appear anymore to the right column called DO NOT SHOW
• Click Save

* Please note - if you have a grayed out Past Payments Ignore List button - then you do not have a recurring credit card option turned on in your software.

- Support Information -

 If you have any questions or need assistance with this process please contact 

Support by:

Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side) within your software, then click the orange 'Chat' box in bottom right of screen.

***This has the fastest response time***

Phone: [phone]

Email: [e-mail]