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's 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's file. Note: Guarantor is configured in the Demographics component.
Instructions
User Roles
- Access Admin > Employee/Roles > User Roles > open a user role.
- In the Access Permissions area, expand the Patient Module.
- Enable the following as appropriate to the user role:
- View Saved Cards
- Manage Saved Cards
- Click 'Save.'
- Log out and log in to see the changes associated to the setting.
Add Credit Card
- Access Patients > search for and open a patient > Account > Saved Cards.
- Click '+ Add.' Note: If the add button does not display, verify the user role permission of the user.
- In the Add Credit Card modal, complete the credit card information.
- Click 'Save.'
Delete Credit Card
- Access Patients > search for and open a patient > Account > Saved Cards.
- Click the delete icon. Note: If the delete icon does not display, verify the user role permission of the user.
- In the Delete Credit Card modal, click 'Yes.' Note: Deleted credit card info cannot be retrieved.