Card on File Configuration Settings
Use this page to look up Card on File configuration information, including best practice setting values.
Important: All athenaCommunicator features require the "Patient Cycle" implementation setting enabled at the tablespace level.
Card on File base settings
| Setting Name | Description | Location | Configuration Level | Default Value | Best Practice Value | Customer Facing | Setting Owner for New Customers | Setting Owner for Existing Customers |
| Patient Cycle E-Payments | This setting determines whether credit card payments via Patient Cycle are enabled. |
 > Implementation > Client Functions > Settings |
Tablespace | OFF | ON | No | Banking Operations | CSC |
| No cancellation language in card on file email | Removes cancellation language from card on file email. |
> Implementation > Client Functions > Settings |
Tablespace | OFF | ON | No | Onboarding | CSC |
| Patient-Pay: Card on File Decision Required | This setting will make a Card on File decision required in the beta Patient Payment workflow within appointments. | ON | Default | Only R+D can turn this setting on. Please contact Michelle Bentivegna with any questions. | ||||
| Patient-Pay: enable ongoing Card on File | Allows clients to override the one year card on file agreement and create credit card on file until card expires. | OFF | Default | Onboarding | CSC | |||
| Credit Card Plus (CCP) eCommerce Merchant ID | Needed to collect electronic payments | Root > Merchant Groups | Brand | OFF | Enable | No | Financial Configuration | Financial Configuration |
Enabling Card on File
| Setting Name | Description | Location | Configuration Level | Default Value | Best Practice Value | Customer Facing | Setting Owner for New Customers | Setting Owner for Existing Customers |
| Save a new card | The patient can authorize payment using a credit/debit/HSA card. | Check-in or Check-out screen of appointment > Payment and Balances > Card on file > Save a new card | Patient | OFF | Enable | Yes | Customer | Customer |
| Card on File Type | Duration of the CoF agreement | Card Expiry | Default or one year, whichever is a longer term | |||||
| Maximum amount | Maximum amount to be collected. | $1,500 | Default | |||||
| Email address | Patients email | Blank | Patients email | |||||
| Credit card number | Patients card information | Patients card information | ||||||
| Security code | ||||||||
| Expiration date | ||||||||
| Cardholder's name | ||||||||
| Billing address | Patients billing address | Patients billing address |