Void Payments

In order to void a payment entry, follow the below steps. 1. From the Payment Search screen, use appropriate search parameters to search for the payment. 2. Click on the payment to be deleted. This takes us to Payment Entry/Edit screen. From the status drop-down, select VOID and then save the payment; the payment will […]

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EMV-Enabled Credit Card Terminals

PracticeSuite permits Credit Card payments through EMV-enabled terminals. This is in addition to the USB swipe machine feature already integrated with PracticeSuite. Setup Multiple terminal IDs set up for each practice can be done through the ‘Payment Gateway‘ tab in ‘Set Practice Options’ screen; see Image 1. Image 1 How to make Payment Using EMV- […]

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Refund Payment

A refund is performed in situations when the payer intends to take back the amount paid to the practice partially/fully. Refunds are also done to payments made by patients. If the payment has not been applied, the refund is to be done from the Payment entry screen. Applied payments can be refunded either from Charge […]

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Collect Patient Payment from Scheduler

Patient payments can be collected from the scheduler screen. Links provided in the scheduler help in collecting a payment from a patient upfront either by cash, check, credit card, or through EFT Pay. Below are the steps to process patient payments from the scheduler. 1. Select Scheduler from the main menu. 2. Patient payments can […]

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Credit Card Payment & QuickPay from Patient Portal

Through the credit card payment functionality, patients can view statements online and can pay their outstanding balances from the portal. The system will create a payment entry in the billing module. Credit card payment functionality for patient portal is an Add-On service. Please contact Sales/Support for more details. This article explains credit card payment and […]

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Save a Credit Card & Use it For Future Payments

PracticeSuite permits the retention of credit card information so that it can be used for future payments. The following are important points regarding this. A. Card save facility is available only for patient payments”. B. Saved Cards of a patient can be viewed at “Other Attributes” Screen of the Patient Demographics. To delete a saved […]

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Credit Card Payment from Patient Master

Patient payments can be done through Patient Master as well as Payment Master. The following explains the steps in executing a credit card payment from Patient Master. 1. Click on Patient from the main menu. The patient search screen opens up. 2. Search for the patient for whom Credit Card Payment has to be made. […]

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Credit Card & Virtual Credit Card Payments

The Payment Entry screen is integrated with a payment gateway to accept credit card payments, and if needed the card can be saved for future processing. Insurances provide a one-time card for payments. Such cards are called virtual credit cards and they cannot be saved for future use. 1.  From the Main Menu, click on […]

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Payment Search Screen

Payments can be searched and various activities can be performed on them from the Payments Search screen of  PracticeSuite. The search screen can be used to view, edit, apply, refund, bulk reverse, print, and email the payments. The different search parameters and options available in the payment search screen are discussed below. Select Payments from […]

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Payment Entry

Payment Entry is done through Payment Master screen. This is a significant page regarding payments. To do payment entry, follow the below-given steps. 1. Select the Payment module from the main menu and choose Enter/ Edit Payment. 2. The Payments Search screen opens up as shown in Image 1. Image 1 3. On clicking the […]

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