Saving a card on file for payments in Engagement can be a convenient and secure way to process transactions. It allows patients to easily make payments without having to physically present a card each time, and it can also reduce the risk of errors and fraud by eliminating the need to manually enter card information. Additionally, having a card on file can make it easier for patients to pay outstanding balances or schedule recurring payments. Overall, saving a card on file can help streamline the payment process and improve the customer experience at your dental office.
If you don't have our Payments (with Clearent) feature enabled in your Engagement Module, CLICK HERE to request a demo to learn more about this complete payment solution!
Saving Card Information: In Office
Access the Patient Three Dot Menu
Select Payments
Select Physical Terminal Payment or Virtual Terminal Payment
Enter the card information, then check the box that says Save this card for future payments
Before proceeding, please make sure that you have obtained permission from the patient to save their card information. Once this step is completed, your office staff will only be able to view the last four digits of the card and will not have access to the full card information in the future.
Enter in the Card Nickname to make it easily identifiable for future use
To delete the card on file, click on the Trash Can icon
Saving Card Information: Patient View (Online)
Access the Patient Three Dot Menu
Select Payments
Enter in the necessary information, then select Send a Payment Request
For more information on how to prepare and send a single payment request, click here.
Upon clicking the payment link, the patient will be directed to a page where they can enter their card information.
Once they enter the information, they can check a box to save the card for future use
They will also be able to enter a nickname for the card
Please note: When the patient saves the card information, it will also be stored in the practice's virtual terminal
From there, when they need to make payments, they can choose from a list of saved cards in a drop-down menu for future payments.
To delete the card on file, the patient can click on the Trash Can icon
Related Resources
The following resource will give you a more in-depth explanation on how to use Engagement Payments: