Please review and complete the policy form below, then attach the finished document in the submission section.

Credit Card on File Authorization and Consent

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Purpose

I authorize [Practice/Clinic Name] (“Practice”) to store my payment card information in a secure, encrypted payment vault (“safe vault”) maintained by the Practice and/or its designated payment processor, and to use that payment method for charges as described below.

What I Am Authorizing

By signing this form, I authorize the Practice to charge my card on file for any of the following, as applicable:

  • Copayments, coinsurance, and deductible amounts
  • Outstanding balances after insurance adjudication (including patient responsibility)
  • Non-covered services, self-pay services, and other patient-pay amounts I have agreed to
  • No-show/late cancellation fees, if applicable per Practice policy
  • Payment plan installments, if applicable and agreed upon

How My Card Information Is Stored

  • My card information will be stored in a secure payment vault (“safe vault”) and not written on paper or stored in an unencrypted format within the office.
  • For security, the Practice may store a tokenized reference to my card rather than the full card number.
  • The Practice will follow applicable privacy and security standards to help protect my information; however, no system can be guaranteed to be 100% risk-free.

Receipts and Notifications

  • I may request a receipt for any transaction (paper and/or electronic, where available).
  • If the Practice sends electronic notices (text/email), standard messaging rates may apply.

My Choices and Rights

  • I may revoke this authorization at any time by submitting a written request to the Practice. Revocation will not affect charges already incurred or services already provided.
  • I agree to notify the Practice promptly if my card changes, expires, or is replaced.
Clear Signature
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