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How to Remove a Patient Credit Card from VitaLogics 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 VitaLogics

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