If you use Axia to process credit cards, you can change the payment method for a payment plan.
Note: Opening the Patient Finances window requires the "Patient Finances, Modify" security right. Editing payment plans requires the "Payment Plans, Add New/Edit Info" security right.
To change the payment method for a payment plan
With a patient selected in Ledger, do one of the following:
Click
the Patient Finances button 
on the toolbar.
On the File menu, click Patient Finances.
If applicable, do one of the following:
If the Password - Patient Finances, Modify dialog box appears, user verification has been assigned to the "Patient Finances, Modify" task. Do one of the following:
If your user account has been granted the "Patient Finances, Modify" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Patient Finances, Modify" security right, have a user with permission temporarily override this restriction so you can access the Patient Finances window this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Patient Finances, Modify" security right. To have a user with permission temporarily override this restriction so you can access the Patient Finances window this one time, do the following:
On the message, click Yes.
In the Password - Patient Finances, Modify dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Patient Finances window appears.
Select the Payment Plans tab.
Any active payment plans appear.
Notes:
By default, the plans are sorted first by Status and then by Plan Name.
To view active and inactive plans, select All from the list near the top.
Click a Plan Name link.
If applicable, do one of the following:
If the Password - Payment Plans, Add New/Edit Info dialog box appears, user verification has been assigned to the "Payment Plans, Add New/Edit Info" task. Do one of the following:
If your user account has been granted the "Payment Plans, Add New/Edit Info" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Payment Plans, Add New/Edit Info" security right, have a user with permission temporarily override this restriction so you can edit a payment plan this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Payment Plans, Add New/Edit Info" security right. To have a user with permission temporarily override this restriction so you can edit a payment plan this one time, do the following:
On the message, click Yes.
In the Password - Payment Plans, Add New/Edit Info dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The details of the plan appear.
Under
Payment Method, click the Edit button 
next to the payment method.
The Payment Method options appear.
Under Billing Method, select one of the following:
Credit or Debit Card - To set up automatic payments.
Manual Payments - To post payments manually in Dentrix Enterprise.
If Credit or Debit Card is set as the Billing Method, do one of the following:
Use an existing Card on File:
Select the Use an existing Linked Credit or Debit Card option. This option is selected by default if the account has at least one card on file.
From the Linked Account list, select an active card on file (which you can identify by the specified card name).
Add a New Linked Account:
Select the Add a new Linked Account option. This option is selected by default if the account does not have any cards on file.
Select the Credit Card Terminal to use for swiping the card.
Click Add Card.
If applicable, do one of the following:
If the Password - Patient Finances, Add Payment Method dialog box appears, user verification has been assigned to the "Patient Finances, Add Payment Method" task. Do one of the following:
If your user account has been granted the "Patient Finances, Add Payment Method" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Patient Finances, Add Payment Method" security right, have a user with permission temporarily override this restriction so you can add a payment method this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Patient Finances, Add Payment Method" security right. To have a user with permission temporarily override this restriction so you can add a payment method this one time, do the following:
On the message, click Yes.
In the Password - Patient Finances, Add Payment Method dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
Either the cardholder swipes or inserts the card in the terminal, or you enter the card details using the terminal.
Enter a Card Name to identify the card on file.
Note: Make sure that you obtain permission from the cardholder to keep this card on file for recurring payments for this plan and for future transactions that may or may not be related to this plan. The The patient has authorized this payment method to be saved on file for future transactions checkbox is selected to help remind you.
Click Next.
The Summary appears.
Click Save.