How to Save a Card on File with Provider Office Bill

The Provider Office Bill payment method allows providers to store a credit or debit card on file to cover lab test costs. This option is commonly used when providers invoice patients separately or include lab fees in bundled service programs.


Saving a Card During Checkout

 

  1. When placing an order, select Provider Office Bill as the payment method.

  2. Select Add a New Card.

  3. Enter the required credit or debit card details.

  4. Select Save this card for future use

  5. Complete the order. The card will be stored for future transactions.


Saving a Card in Account Settings

  1. Navigate to Settings & Preferences, then Billing & Receipts.

  2. Locate the Default Payment Method section.

  3. Select Provider Office Bill.

  4. Select Add a New Card and enter the required details.

  5. Save the changes. The selected card will be set as the default on file.


Managing Saved Cards

  • Stored cards can be updated or removed at any time under Billing & Receipts.

  • If the option to save or manage cards is unavailable, permissions may be restricted by the Practice Admin role.

Please contact support for further assistance.

 

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