How to run a Credit Card Payment from Client

Credit Card Payment from Client

If a client is giving payment to apply towards a Date of Service billed (co pay coinsurance deductible). You will go to Billing > Manage EOBS:

Click on the arrow in the New Remit button in the upper right hand corner:

You will choose card from patient (card from patient external is only used if you are not using Stripe):

Next you will fill in the Patient making the patient, the billing facility you are applying it to, the amount and the date of payment then click Next: Save and Start to Allocate Claims:

You will be brought to the following screen, where you will place the credit card information in the lower right hand section and select Process Payment:

Once the payment is processed a Transaction Status will appear along with a transaction ID. Once the payment is made you can apply it to a specific claim to allocate. If you scroll down you will see the claims section, if you click on the “+” it will bring up all eligible claims to apply the payment to.

Once finished click on “OK” to complete the posting process. If you only have a payment but nothing to apply it to as of yet, you can save it without applying a date of service it will show up on the Ledger but will also appear on your Unallocated report since it hasn’t been applied to anything.

Running a card through Payment Plans

When in CRM and creating payment plans you will click on the payment plans option under the CRM tab:

In this area click on Payment plan you will be applying the payment to, once in the payment plan click on New Payment then select Credit/Debit Card

You will be brought to the following screen, where you will place the credit card information in the lower right hand section and select Process Payment:

Once the payment is processed a Transaction Status will appear along with a transaction ID. Once this is completed click ok.