How Will My Charges Appear on Patient Credit Card Statements?

When bills your patients, statement descriptors are used to indicate precisely what the charge was for.

You can alter these descriptors by using the statement descriptor setting to specify exactly how the card appears on a patient’s credit card or bank statement.

This setting can be accessed by heading to Account from the top navigation, then selecting Clinic Billing.

Click Update on the right of the Statement Descriptor editing to update it.

There are a few requirements that the descriptor value must adhere to.

It must:

  • Contain between 2 and 22 characters.
  • Contain at least 1 letter.
  • Not contain these special characters: < > \ ‘ “ *.
  • Reflect your DBA name.

The more detailed these descriptors are, the better. Clear and accurate statement descriptors explain charges, help patients understand their statements, and can reduce the risk of chargebacks and disputes.

Bank and card network rules require that statement descriptors clearly indicate the business responsible for the charges.

Most banks display this information consistently, but you should be aware that some may display it incorrectly or not at all.

Still stuck? Shoot us an email and we'll do our best to help.