PPS and IO: Credit Card Detail Report

This article applies to the Private Practice Suite and Valant IO 

In the Report Center under the "Billing" category is the Credit Card Detail Report. This report gives practice access to see a list of patients with a credit card processing data. There is information on if a card is on file, status of the card, last 4 digits, last charged amount, date processed and primary insurance. 

Note: This report currently only pulls credit card data from our processing partner CMS, which is used to process cards in the Private Practice Suite. The report can be accessed in both Valant IO and the Private Practice Suite, but does not pull data from out integrated processing in Valant IO. 

Was this article helpful?

header-top-left-border Created with Sketch.
header-top-right-border Created with Sketch.