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PAX update-How to Save New Credit Card or Replace Expired Credit Card

HEARTLAND CLIENTS

Process to save 1) New credit cards or 2) replace expired credit cards that are currently saved in the PAX/VitaLogics has changed. Once you have received the PAX update version .23 you will be able to use this process to save new credit cards as well as replace the expired credit cards.

NOTE: Once you create the token for a new or updated card, you will NOT need to check the Token box again, UNLESS you need to update the card.

Please follow these instructions:

1) Adding a NEW Credit Card that you want to Save in past payment method (ie: for auto debit, taking payments without a credit card, etc)

  • When in Patient Ledger - Payments you will see a check box called "Request a Token"
  • If processing a New card - check the box "Request a Token"
  • Enter all standard info, clinic, amount, select Credit and click on one of the Post Payment buttons
  • Follow the instructions on the pax device and click ok when done
  • You have created a new token and saved the new card - you do not need to create a new token unless you have to update the card in the future

2) Current Credit Card has expired and you need to replace a new card that you want to Save as past payment method 

  • Patient - Ledger- Payments - Move OLD or expired credit card to Past Payment Ignore List
  • When in Patient Ledger - Payments - Check the box called "Request a Token"
  • Enter all standard info, clinic, amount, select Credit and click on one of the Post Payment buttons
  • Follow the instructions on the pax device and click ok when done
  • IF YOU HAVE A CARE PLAN WITH AUTO DEBIT or RECURRING PAYMENTS SET UP FOR THIS PATIENT: Once you have created the token and swiped the new card and completed the payment
  • Go to the patient - care plan tab to edit the payment method (credit card) that is currently associated with this plan
  • In Care plan tab go to Auto Debit Payments - click Edit
  • Go to Past Payment Method drop down menu and select the New credit card and Save

 

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