Managing saved credit cards

If you use Dentrix Ascend Pay for credit card payments, you can edit information (such as authorized family members) for saved cards and delete saved cards as needed.

Notes:

• Credit card information is not stored in Dentrix Ascend. It is stored by Worldpay for payment authorization. The information stored in Dentrix Ascend is a "tokenized" version of the data, which is a preferred method for in-app transactions. For an explanation of tokenization, see Credit Card Tokenization: What It Is, How It Works.

• Editing or deleting a saved card affects the records of all family members who have been authorized to use that card.

• Viewing credit cards on file requires the "Review Saved Cards" security right. Managing credit cards on file requires the "Manage Saved Cards" security right.

To manage the saved credit cards for an account

1. How to get there

   1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

      Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

   2. Do one of the following:

      • On the Patient Information ribbon, click (or tap) the Edit Patient Information button . If the ribbon is not visible, click (or tap) the arrow button below the Patient Search box .

      • On the Patient menu, under General, click (or tap) Patient Information.

      The patient's Patient Information page opens.

      

   On a guarantor's Patient Information page, select the Saved Credit Cards tab.

   

   Note: You can manage cards on file only in a guarantor's record.

2. Do any of the following as needed:

   • To edit information for a saved card, do the following:

     1. Click (or tap) the corresponding Edit button .

        The Saved Credit Card dialog box appears.

        

     2. Change any of the following options as needed:

        • Add a unique name for this card - A unique name to identify the card in the future. The name can be three to 40 characters long.

        • Authorized users - The family members who are authorized to use this credit card for future payments. Because you can manage cards on file only in the guarantor's record, you cannot clear the guarantor's checkbox; however, you can select or clear any other family members' checkboxes as needed to respectively authorize or prohibit the use of this saved card by those patients for future payments.

        • Enter a date this card can no longer be charged - The date when you can no longer charge this card. Do one of following:

          • To use the expiration date of the card, select the Use card's expiration date checkbox.

          • To specify a date prior to the expiration date of the card, clear the Use card's expiration date checkbox, click in the date box, and then select the correct date on the calendar that appears.

     3. Click (or tap) Save.

   • To permanently delete a saved card without viewing the details first, do the following:

     1. Click (or tap) the corresponding Delete button .

        A confirmation message appears.

     2. Click (or tap) Delete.

   • To permanently delete a saved card after viewing the details, do the following:

     1. Click (or tap) the corresponding Edit button .

        The Saved Credit Card dialog box appears.

     2. Click (or tap) Delete.

        A confirmation message appears.

     3. Click (or tap) Delete.