Saving Cards on File Through Patient Forms

With Dentrix Ascend Forms, after patients complete forms online, they will now see an option to save a card on file. Having cards on file before patients’ appointments reduces front desk friction, minimizes manual entry errors, and provides touchless payment capabilities.

Notes:

  • This functionality is available only if your office uses Dentrix Ascend Pay (through Worldpay).
  • There is no additional cost to use this functionality if your office is already using Worldpay.
  • The workflow is fully PCI-DSS compliant, leveraging Worldpay’s hosted solution for all sensitive data handling.
  • No card data is stored in Dentrix Ascend.

To add a card on file

1. The patient completes and submits an online form.

The success page appears.

A screenshot of a phone

AI-generated content may be incorrect.

2. The patient clicks Add payment information.

The Financial Consent message appears.

A screenshot of a phone

AI-generated content may be incorrect.

3. Click Confirm.

The page for entering credit card details appears.

A screenshot of a credit card

AI-generated content may be incorrect.

4. Specify the card information, complete the security check, and then click Make Payment.

Notes:

  • Worldpay collects the card details and performs a $0.00 authorization.
  • Worldpay tokenizes the card and returns a token to Dentrix Ascend, where it is associated with the patient’s record.