Engagement: Saving a Card on File

Streamline the payment process by adding a saved payment method to a patient file

Emily Allred avatar
Written by Emily Allred
Updated over a week ago

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.

In this article, we'll review:

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

  1. Click on the 3-dot menu next to the patient name

  2. Select Payments, then click Physical Terminal Payment or Virtual Terminal Payment

  3. Enter the card information, then check the box that says Save this card for future payments

    1. 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.

  4. Enter in the card nickname to make it easily identifiable for future use

  5. To delete the card on file, click on the trashcan icon


Saving Card Information: Patient View (Online)

  1. When a patient receives a payment request, upon clicking the payment link, the patient will be directed to the patient portal to make a payment

  2. Patients can view their outstanding balance, add a new card (or select an existing card if they have one on file already), and choose to save the newly added card for future payments

    Please note: When the patient saves the card information, it will also be stored in the practice's virtual terminal

  3. 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

  4. To delete the card on file, the patient can click on the trashcan icon

Looking to learn even more about Engagement Payments? Check out our on-demand webinar!

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