Saving card on file for a payment plan

When you are creating or viewing a payment plan, you can save a credit card for processing recurring payments for that payment plan. You can also use the saved card for posting regular credit card payments.

Notes:

• You can access a payment plan from the ledger of the guarantor with whom the plan is associated or from the ledger of any of the patients who have that guarantor in common.

• Saving a credit card on file requires the "Credit Card payment in-office" security right.

• To allow this functionality, Dentrix Ascend Pay will submit a $0 preauthorization charge.

To save a card on file for an existing payment plan

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 menu, under General, click (or tap) Overview. The patient's Overview page opens. Click (or tap) the Ledger box.

        

      • On the Patient menu, under Financial, click (or tap) Ledger.

      The patient's Ledger page opens.

   On the Ledger page of a guarantor who has an active payment plan or a patient with a guarantor who has an active payment plan, do one of the following:

   • Click (or tap) the Payment plan button.

     

   • On the Payment menu, click (or tap) Review payment plan.

     

   The Review Payment Plan dialog box appears.

   

   Note: If this plan was created before the saved card feature was implemented, the saved card option is not available. To associate a saved card, you must delete the plan and then create a new one.

2. Click (or tap) the Add a New Card link.

   

   Note: Clicking (or tapping) the link acknowledges that a signed copy of the agreement will be provided to the guarantor and another will be kept on file.

   The Add Credit Card dialog box appears.

   

3. From the Use lane list, select the correct payment device.

4. Click (or tap) Authorize.

5. Interact with the credit card reader as needed.

   When the card has been processed, it is selected for the payment plan.

   

6. Click (or tap) Update.

7. On the confirmation message that appears, click (or tap) Save Changes.

8. Click (or tap) Cancel to close the dialog box.