Users can remove an existing credit card from the Regular or Ortho Payment Plan to convert the plan to cash.
Access the Patient Overview Screen
The User has 2 options to enter the Payment Plan Screen.
- Option 1: Click 'Patient'>>'Payment Plan'>>Select 'Regular' or 'Ortho'
- Option 2: In the Payment Agreement Section on the Patient Overview Screen
- Click 'View' Regular or Ortho Plan>>Click Details
Please Note: Once the credit card details are removed from a contract, the details cannot be restored.
The “Remove Card” button is enabled when a credit card is on file.
