A Receipt can be created for a Patient or an Insurance Credit Card Payment.

 You must have merchant (credit card) service integration in place for this feature to be available. If you are not using one of the System Merchant Services, you will not see the Credit Card links.

• Credit Card Processing Overview

Add a Credit Card from the Patient Dashboard

1. In the Guarantor panel on the Patient Dashboard, select the Credit/Debit Cards link.

2. Select the Add button.

3. Enter the Credit Card Number, Cardholder Name, and Expiration.

• CVV and Zip are optional.

4. Save [F2].

Add a Patient Credit Card Receipt

A Credit Card Receipt can be created from the Patient Dashboard, the Payments Dashboard, the Encounter Dashboard, or the Appointment Screen.

1. On the Patient Dashboard, select the Post Payment link.

2. Payment Type: Patient Payment.
3. Enter Received Date.
4. Patient and Guarantor should already be populated since this was created from the Patient Dashboard.

• If the Receipt was created from another screen, you may need to select the Patient.

5. Pay Payment Plan checkbox or Non-Payment Plan.

• These fields only display If the Patient has a Payment Plan set up.

6. Enter the amount of the Payment in the Card field.

• Copay field: If any part of the Payment is for a Copay, that amount should be entered in the Copay field.

7. Select the Card Type from the dropdown list.
   
1. Select - Manage - in the dropdown to add additional options.
   
8. Last 4 and Cardholder are optional fields.
9. Process Electronically checkbox:

• Leave this box checked if you are using an integrated Card Processor.
• Uncheck this box if it is on a non-integrated Card Processor.

10. Select Save [F2].

Add a Receipt for an Insurance Credit Card Payment

An Insurance Receipt can be created from multiple places in the System. Payments on the Left Side Menu > Post Payment button is being used for the example.

1. Select the Post Payment button.

2. Payment Type: Select Insurance Payment.
3. Enter the Received Date.
4. Select the Insurance.
5. Enter the Received Amount.
6. Method: Select Card.
7. Type: Select the Card Type from the dropdown list.
   
1. ​Select - Manage - to add additional options in the dropdown.
   
8. Last 4 and Cardholder are optional.
9. Process Electronically:

• Leave this box checked if you are using an integrated Card Processor.
• Uncheck this box if it is on a non-integrated Card Processor.

10. Select Save [F2].

Process the Credit Card Payment

After Saving the Receipt, the Process Credit/Debit Card Payment screen will display.

1. Leave in Escrow or Post.

• Leave in Escrow: Select if you do not want to post the Payment.

• If Leave in Escrow is not selected, all of the money must be distributed to the Encounters listed;

• OR  Select the Encounter(s) to apply the Receipt.

• All money must be distributed to the Encounters listed. No money can be left in Escrow if Leave in Escrow is not selected.

2. Select the Next button.

• If the Patient is paying more money than is currently in Patient Responsibility, the Next button will be grayed out unless Leave money in escrow is checked.
• Example: The Patient is paying a Copay for today's Encounter and is paying on their Account. Today's Encounter is not yet in Patient Responsibility because the Charge has not been entered.
• Select Leave money in Escrow.
• Post the Payment manually.

Process #1 (Nexio)

1. Select the Terminal

• Select the name of your Terminal if the Credit Card is to be swiped, inserted, or tapped.

• After the Terminal is chosen, select the Process button.
• The User will be prompted to enter the card.
• The screen will auto-close.

• If you are keying the Credit Card Information using the on screen pop-up (Virtual Terminal), select NOT USED.

2. Credit Card Options

• Stored Card: Choose the card from the list using the Select link.

• If a Stored Card needs to be updated, select the Edit icon to make the changes.

• New Credit Card: Swipe, Insert or Tap when prompted.
• New Credit Card Entered Manually

3. Store New Card: Select to store the Card information.
4. Enter the Patient/Guarantor's Email address if the Patient wants an electronic receipt.
5. Select the Process Payment button.

 The actual card information is never stored in the system. A "token" is stored and is used to communicate to the merchant service gateway provider that has the card information.

Process #2  (NMI)

Complete the Process Credit/Debit Card Payment screen.

1. Select the Terminal.

• Select the name of your Terminal if the Credit Card is to be swiped, inserted, or tapped.

2. Stored Card: If there is a card that has been previously stored, it can be chosen here.
3. Credit Card Information

• Enter Card Information manually, or
• Swipe, tap, or insert credit card when prompted.

4. Store Card: A new Credit/Debit card can be stored for future use.
5. Verify or enter Billing Address.
6. Email Receipt: If the Patient wants a receipt by Email, the Email address can be added here.
7. Select the Process Payment [F2] button.

 *******Wait until the Card is processed before closing the screen.*******

Payment is Approved

• Print or Email the Receipt.
• When the Credit Card processes, the Confirmation number auto-fills the Confirmation field and a Note is auto-added.

Credit Card did not Process   

If the Card does not process and no Confirmation is received, the Process button will still be available.

• Select Process to try again; Or

• Select Delete if no Payment is made or another Payment method is used.

Card is Declined  

A Receipt is always created when processing a Credit Card Payment. If the Card is declined, it is recommended that you Delete this Receipt.

A Credit Card Amount can also be Partially Declined.

Insurance Credit Card Payments

Insurance Credit Card Payments are also supported.

Learn More

Modify a Credit Card

Use Post Expert

Patient Copay/Payment

Patient EFT Payments (Venmo, PayPal, Care Credit)

Delete Credit/Debit Cards

Patient EFT Payments (Venmo, PayPal, CareCredit)