Credit Cards Report

The Credit Cards report located under Reports > Billing > "Credit Cards," enables users to identify patients with recently expired credit cards and potentially contact them for updated card information. Practice administrators can also use this feature to monitor the number of stored cards, ensuring employees actively collect them from patients. 

1. Navigate to the Reports portal in the lower left hand corner.
   
   
2. From the System Reports window, select Credit Cards under Billing.
   
   
   
3. Select your Advanced Search filters and click Search.
   
   
4. This report will provide the following columns:
   1. Chart #
   2. Patient Name
   3. Card Type
   4. CC Status
   5. CC Last 4 #s 
   6. Exp Date
   7. Date Added
   8. Date Inactivated