What your patient sees when they save a card
When a patient isn’t at the desk, you can send them a link to save a card on file. This page explains what they’ll see.
Who can do this: Owners, Office Managers, Billing and Front Desk send the link. See Cards on file.
What the patient sees
Section titled “What the patient sees”- Your logo or office name, and the heading Save a card on file.
- “{Name}, add your card below so {office} can handle your balance without asking for it again at every visit. Nothing is charged today.”
- Name on card, Card information, the expiry date, the security code and the ZIP code.
- A tick box: “I authorize {office} to keep this card on file and charge it for balances I owe, including after my visit. I understand I can ask the office to remove this card at any time.”
- A Signature box, with Draw signature and Type signature choices.
- Save my card. It stays grey until the card, expiry, code, signature and the tick box are all done.
After saving, the patient sees Your card is on file: “Nothing has been charged.”
On your side, the card appears in the patient’s saved cards marked Patient signed.
Common problems
Section titled “Common problems”“Link not available”. The page says “This link has expired. Please ask the office to send a new one.” Send a new link from Collect → Card on File → Send a link instead.
The patient’s card won’t save. The patient sees the message from the card company, for example that the card number is wrong. They can try again or use a different card.
The patient wants to remove the card later. They contact you. See Cards on file.