Summary
This report presents the results for patients with saved payment methods, including credit cards and bank accounts.
The displayed information includes:
- Patient’s Name
- Responsible Party
- Patient Location
- Relationship
- Contact Information
- Rank (Primary or Backup Payment Method)
- Card Type
- Credit Card Number Displaying Only Last Four Digits
- Expiration Date
- Bank Routing Number
- Account Identifier with the Last Four Digits
The data shown will correspond to the filters selected.
Follow the steps outlined below to access and generate the Saved Payment Methods report.
Step 1 - Click on Reports.
Step 2 -Enter the report name into the Search box or navigate to the Financial section and select the desired report.
Step 3 - Select filters desired, then click Preview.
Example of Generated Report Shown Below (Test Data).
As always, if you have any further questions, please do not hesitate to reach out to Cloud 9 Support by emailing us at cloud9support@planetdds.com, or chatting us online using the chat bubble on the lower right at https://cloud9support.planetdds.com/hc/en-us, or giving us a call during our business hours of 8:00 AM EST to 8:00 PM EST at the 1.800.394.6050 option 2.