Dentrix Ideas

Notification when saved cards are expired or expiring soon

This could be included in the notification bar for daily clinical notes or similar to the alert when Payment Agreements are due. Since we are unable to pull a complete list of all patients with cards on file it's unrealistic to spend the day going thru ledger after ledger to check cards. Finding out a stored card has expired the day you need to run it defeats the purpose, however, being aware of upcoming expirations or cards that have would allow offices to communicate proactively.

  • Erin
  • Nov 9 2023
  • Needs review
  • Attach files