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How to Remove a Saved Card on File

Learn how to remove a saved card on file from a patient's account.

Note: This feature is only available for practices using UnifiedPay as their integrated payment processor. 

Navigate to Patient List > All Patients, or locate the patient using Quick Search.

  • Select the patient.
  • Navigate to Billing > Summary.
  • Under Saved Cards, click the trash can icon next to the card you want to remove.

RemoveCC