How do I send reminders to myself about upcoming credit card expirations?

You can easily send reminders to yourself about patients/clients upcoming expirations on their credit cards. Here's how:

Note: You must have the patient or client’s consent to have a reminder sent via regular email.

1. Click on ''Financial''. 

2. Click on ''Credit Cards''. 

3. Click on the checkbox. 

4. Your changes are saved automatically. 

That's it! If you have any questions, please contact us.