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The Financial section can be used to store the patient credit card information and any third party guarantor information.

Viewing credit card information should be securely managed by the clinic. The User rights system in IDEAS controls who can read, write or view this information.

Credit card numbers are internally encrypted within IDEAS to add a further layer of security to a patient's sensitive financial information.

Note - if you have IDEAS Version 7.0.13 or above, you will be able to hide this area if it isn’t required in your clinic by using the User Rights functionality - IDS6110 User Rights - Overview

Version Date Comment
Current Version (v. 5) Aug 09, 2023 18:04 Mhairi West
v. 5 Aug 09, 2023 18:04 Mhairi West
v. 4 Aug 09, 2023 18:04 Mhairi West
update added for 7.0.13 enhancement re: user rights
v. 3 Jul 21, 2023 11:49 Mhairi West
v. 2 Jun 21, 2021 09:21 Mhairi West
v. 1 Jun 21, 2021 09:15 Mhairi West
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