How to Remove a Patient Credit Card from CoAction Stored List

This function is available to clinics using Forte or Heartland recurring payments which stores patient 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 - than you do not have a recurring credit card option turned on in CoAction

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk