Saving credit card on file approval
R
Rodney Scott Keel, MD MPH
By law we must have approval to save cards on file. We get this at the beginning during intake. But if that card expires or they add a new card to pay a bill that card also gets saved. But with out their knowledge it is getting saved. Not sure how this can change but a disclaimer should be there that all cards get saved. I made a note in the disclaimer saying all cards will be saved and patients can manage there cards filled. But would be nice if we could capture a check box or something when the update it out make a new payment
A
Amy Zipp, MS OT/L, CPI
It’s not perfect t but we 1) update consent forms annually at minimum 2) in the admin account, in the Dashboard (you might need to edit to see the option) it does list what cards are expiring. You could have a form that goes out to those people & a tag on their account that gets populated by the form to show they are pending a card update. Then remove the tag manually when the form is submitted? The bigger issue is having a HSA on file & a secondary as well if it’s not able to fully charge the HSA. It’s a lot to manage �