If you have Dentrix Pay, you can now view a new report called the Saved Credit Cards Report in the Office Manager.
To view the Saved Credit Cards Report
1. In the Office Manager, click Reports, point to Ledger, and then click Saved Credit Cards Report.
The Saved Credit Cards Report appears.
2. Using the Search text box, you can search by patient name, credit card provider, or expiration date.
3. To search using a filter, select one of the following options:
All Saved Credit Cards – (Default) Shows all saved credit cards.
Expiring in 30 Days – Shows only those credit cards that will expire 30 days from the current date.
Already Expired – Shows only those credit cards that have expired.
4. To filter the report by Result, under Card Updater Service, select one of the following options:
Updated Successfully – Shows only those credit cards that were successfully updated.
Could Not Update – Shows only those credit cards that couldn't be updated.
Cancelled/Closed – Shows only those credit cards that were cancelled.