Instinct Payments’ Stored Card feature lets your staff safely store client credit card details with client approval, simplifying billing for future visits, recurring medications, or outstanding balances, and eliminating manual processes prone to security risks.
Storing a Card can be done when initiating a transaction. Before charging a card, you can securely save the client’s card to your system with their permission by clicking in the “Save Card” box.
Upon successful transaction completion, the card details are tokenized and securely stored on the client’s account in Instinct.
For multi-location hospitals, a stored card only needs to be set up once and will be usable for transactions at any location.
If payment fails, the CSR should see a prompt asking if they want to keep or remove the payment method.
Future Authorized Charges:
When a future payment is due (e.g., for lab results, a recurring flea medication, or a follow-up visit), and with client authorization, your staff can pay with a stored card and select the card in the payments panel.
Management:
Instinct users can view stored cards within the client’s account via the Business Office. The stored card will display the card type and last 4 digits.
If a client has more than one stored card on file, you can mark one as preferred or remove it by using the 3-dot menu:
📝Note: Expired cards will automatically be removed from a client’s account after their expiration date.
FAQs
Where do you store my credit card? How do I know it is secure?
Credit card information, including the full card name, name on the card, expiration date, or CSV isn’t stored in Instinct, making it inaccessible to anyone at Instinct or your practice. Only the last 4 digits are visible to identify the card.
We use the same secure tokenization technology as companies such as Netflix and Amazon, which meets the highest security standards.
Is there any change in workflow for refunds and voids?
No, refunds and voids will work the same as with a regular credit or debit card transaction.