3rd Third-party Credit Card System Disable auto invite on new patient creation 08-21-23

In this video, I will guide you through the process of setting up our third-party credit card system. We'll discuss how to disable the automatic welcome credit card email for new accounts created within a Cerbo. Specifically, I will demonstrate the steps using the benchmark system. By the end of this video, you will have a clear understanding of how to navigate the app, access the credit card settings, and manage the credentials. No action is required from you, but feel free to follow along and ask any questions you may have.