RevPayments - View and Manage Saved Credit Cards

RevPayments allows practices to securely store a patient's credit card information. User Role permission is required to view and manage credit cards within the patient file.

• Users can add a credit card as they are processing the payment. This method of adding a credit card does not require user role permission. However, they cannot view or manage the credit card information.
• If the patient has a guarantor other than "Self," information displays that indicates saved credit card details must be managed in the guarantor's record and includes a link to their patient file. Note: Guarantor is configured in the Demographics component.

Instructions

User Roles

1. Access Admin > Employee/Roles > User Roles > open a user role.
2. In the Access Permissions area, expand the Patient Module.
3. Enable the following as appropriate to the user role:
   • View Saved Cards
   • Manage Saved Cards
4. Click 'Save.'

Add Credit Card

1. Access Patients > search for and open a patient > Account > Saved Cards.
2. Click '+ Add.' Note: If the add button does not display, verify the user role permission of the user.
3. In the Add Credit Card modal, complete the credit card information.
4. Click 'Save.'

Delete Credit Card

1. Access Patients > search for and open a patient > Account > Saved Cards.
2. Click the delete icon. Note: If the delete button does not display, verify the user role permission of the user.
3. In the Delete Credit Card modal, click 'Yes.' Note: Deleted credit card info cannot be retrieved.