About Online Patient Registration and Digital Forms (Patient Express)
Learn how to use Patient Express to enable patients to register online and capture card on file information during registration,…
Card on File in Vault
About Card on File (Vault)
Learn about the Card on File (Vault) feature, its use cases, and benefits for practices and patients. Also learn about…
Delete a Card on File in Vault
Learn how to delete a card on file in Vault.
Edit a Card on File in Vault
Learn how to edit a card on file in Vault.
Edit ACH Account Information on File in the Vault
Learn how to edit ACH account information on file in the Vault.
Run a Payment from a Card on File in Vault
Learn how to run a payment from a Card on File in Vault.
Store ACH Account Information on File in the Vault
Learn how to store ACH account information on file in the Vault.
Store ACH Account Information on File in the Vault During a Payment
Learn how to store ACH account information on file in the Vault while taking a payment.
Card on File (Vault) FAQs
See frequently asked questions and answers on Card on File (Vault).
Run a Payment from ACH Account Information on File
Learn how to run a payment from ACH account information on file in the Vault.
Card Account Updater
Card Account Updater is a powerful solution designed to ensure seamless payment processing by automatically updating stored payment information.
Card on File (Vault) Positioning Script
Walk through our recommended Card on File (Vault) Positioning Scripts to help your team confidently talk about card on file…
Card on File (Vault) Patient Flyer
Print and post this patient flyer in your front office to inform patients that they have the option to securely…
Card on File in Vault Master Class
Learn how to implement Card on File in Vault with both new and existing patients.
Searching for, Viewing, and Editing Cards on File in Vault
How to manage cards stored on file in Vault.
Running a Payment from a Card on File in Vault
You can collect payments from cards stored on file within the Vault feature.
Three Ways to Place a Card on File in Vault
This video demonstrates how to place a card on file in Vault during a terminal payment, while taking a payment…
Creating Recurring Plans from Cards Stored on File in Vault
You can create a Recurring plan from a card stored on file in Vault.
Put a Card on File while Taking a Terminal Payment
Use the Vault Information section when completing terminal payments to place the card on file in Vault.
Put a Card on File while Taking a Payment on the Payments Screen (Virtual Terminal)
To place a card on file in Vault while taking a payment using the Payments screen, complete the Vault Information…