Add a Credit Card on File Using the Key Method

The Account Lookup window opens.

The Account Profile window opens.

A window opens asking you to choose the method to save the credit card data.

The InstaMed web form opens in the default browser.

A window opens confirming that the account or credit card is saved successfully. You can set the credit card as the active card for the account.

• To set the credit card as the active card on file for the patient, select Yes.

  The credit card appears first in the list of credit cards on the File tab and a check mark appears in the Active column.

• To add the card to the list of credit cards for the patient, select No.
  Note: Only one card can be active on file at a time.