Practices using PbN Payments can now view a patient’s saved payment methods directly from the patient profile without navigating to the Payments section. The Cards on File section displays all saved cards for the patient and clearly identifies which card is currently set as the default.
Note: This feature is only available for practices with PbN Payments enabled. If your practice does not use PbN Payments, the Cards on File section will not appear.
Where to Find Saved Payment Methods
To view a patient’s saved cards:
Open the patient’s profile
Click the Account tab
Scroll down to the Cards on File section
What Information Is Displayed
The Cards on File section provides a quick view of the patient’s saved payment methods, including:
Card brand (Visa, Mastercard, etc.)
Last 4 digits of the card number
Expiration date
Default card indicator showing which card is currently set as the default payment method
If the patient has multiple saved cards, you can expand the section to view the full list.
Managing Saved Cards
The Cards on File section is a read-only view, meaning cards cannot be added, edited, or removed directly from this section.
To manage payment methods:
Click Manage Cards
You will be redirected to Payments → Payment Methods for that patient
From there, you can:
Add a new card
Remove an existing card
Change the default card
Any updates made in Payment Methods will automatically appear in the Cards on File section in real time.
Important Notes
The Cards on File section pulls information directly from PbN Payments
The information shown will always match the patient’s records in Payments → Payment Methods
If a patient does not have any saved cards, the section will appear empty
This section is only visible for practices with PbN Payments enabled