- Use the Reference/Check Number field to notate the Check # and POA amount (Total paid minus copay=POA).
- In the example above the POA = $25.00
- POS defaults to Yes when the Payment is added from the Appointment screen.
- Point of Service: Payment was made in the office.
- Note: Pre-populates with the Appointment Type.
- Additional Notes can be entered.
- Receipts with Escrow: All Receipts with Escrow for this Patient can be viewed, opened, and/or posted.
- Receipts can be opened by selecting the Receipt Number.
- The Front Desk User may not have permission to open or post the Receipt since the Biller usually does the posting of the Receipts to Encounters.
- Select Save [F2] to save the Post Visit Copay screen, or select Save/Print to save the screen and print a Receipt.
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Process a Credit Card Payment from the Calendar
Create the Payment Receipt
Follow the Steps above with the exception of:
- Enter the Payment Amount in the Card field.
- Only the Copay amount should be in the Copay field.
- Choose the Type from the dropdown, such as Visa, MC, Discover, etc.
- Process Electronically: Defaults to checked.
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Process the Credit Card Payment
- On the Popup screen, choose the Terminal.
If this is a new Card
- Enter the card number
- Enter the Cardholder's name as it appears on the Card.
- Enter the Expiration Date. The other fields are optional.
- To store the New Card, select the Store New Card checkbox.
- If applicable, enter the Patient's email to send a Receipt via email.
- Select the Process Payment [F2] button.
*******Wait until the Card is processed before closing the screen.*******
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If this is a Stored Card
- Select the Terminal.
- Choose the Select link on the credit card line to populate the Credit Card fields.
- If the Stored Card needs to be updated, select the Modify icon to make the changes.
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- Select Process Payment [F2].
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Patient EFT Payments (Venmo, PayPal, CareCredit)
If a Patient pays using services like Venmo, PayPal, or CareCredit:
- Follow the directions above with the exceptions below:
- On the Patient Receipt, enter the Payment amount in the Card field.
- Choose the vendor, such as PayPal, from the Type dropdown.
- If the option is not in the dropdown, select Manage to add it.
- Deselect Process Electronically.
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Learn More
Post a Patient win the Procedure panel when posting Charges