The Payment Entry screen is integrated with a payment gateway to accept credit card payments. Practices have the option to do a one-time card processing.
1 . From the main Menu, click on Payments to select Enter/Edit payment option.
2 . As you invoke Enter/Edit payment option, Payment Search window opens up.
4 . A new payment master window appears as below
5 . Enter payment info. Fill all payment info such as – Payment Type, Payer Entity, Payer Name and Payment Amount.
6 . Select Claim as Payment Type, this will update the Payer to Insurance.
7 . Add the Payer Name, search and select correct Payer.
8 . Select the Pay Method as Credit Card and enter the credit card info (Credit Card#, Name on Card (Exact Payer Name) , Expiry Month, Year and CVV). All the fields need to be filled to successfully process the card.
Note 1: Processing credit card payments in PracticeSuite requires signing up for PracticeSuite E-Payments. If you are not already enrolled with PracticeSuite E-Payments or are interested in learning more, please email firstname.lastname@example.org.
Note 2: When “Name on Card” field is being entered, It should use the exact Payer Name as in the virtual credit card.
10. A payment success message with a Gateway Transaction number is displayed along with the Payment Number.
11. If there is any failed/ error message, the payment entry will not be added.
Note: You can view the reason for the Credit Card process failure in the report ‘I18 – Credit Card Transaction Report’.