Warn patients when a saved card is expiring
Add a warning and an Update card button to confirmations when a card on file is about to expire.
Table of Contents
An expired card leaves you unable to take a no-show fee or later payment. This warning asks the patient to update it before their visit.
Open Edit template on a confirmation or reminder.
Find Card expiry warning and edit the text if you like.
Click Save changes.
Only patients whose card needs updating see the warning, along with an Update card button. The preview shows you what it looks like.
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