Add a New Payment Entry from Scheduler

Adding a new payment at the time of scheduling an appointment is now easier with the New Payment option in the Scheduler. This would 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 new payments from scheduler. 1. Select […]

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Process a Credit Card from Patient Portal

PracticeSuite introduces credit card payment functionality for portal enabled practices. Patients can view statements online and can pay their outstanding balances from the portal. The system will create automatic payment entry in the billing module. This option is available as an Add-On feature. Please contact Sales/Support for more details. To do so, Navigate towards Patient […]

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Credit Card Quick Payments from Patient Portal

Open your Patient Portal page. Click on the button on the portal page. This would bring up the Quick Pay patient validation screen. Enter the following mandatory info: Patient Name DOB Either the Patient’s Medical Record# (MR#) or Statement # Hit Proceed to Pay Once the patient is validated, it brings you to the payment […]

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View Credit Card Payment Transaction Details

Open the report I18-Credit Card Transaction Report under Charge & Payments Section in Report Central Page Enter Transaction from and to dates. You can also enter any other available transaction parameters as well for searching the transaction. The report shows all attempted transactions with success or failure status. It also provides the reason for the failure in this […]

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Process payments using a Saved Card

Open the Enter/Edit Payments screen. Click the Add Payment Entry icon at the top right-hand side of the page to add a new payment. Enter payment info. Fill all payment info such as – Payment Type, Payer Entity, Payer Name and Payment Amount. Select the Pay Method as Credit Card and select the saved credit […]

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Save a Credit Card for future payments

Practicesuite permits the retention of credit card information so that it can be used for future payments. 1. Open the Enter/Edit Payments screen. 2. Click the at the top right-hand side of the page to add a new payment. 3. The below screen opens up. Enter payment info. Fill all payment info such as – […]

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Add Credit Card Payment from Patient Master

Credit card payment can be done through Patient master. The following explains the steps in executing a credit card payment from patient master. 1. Click on Patient from the main menu. Patient search screen opens up. 2. Search for the patient for whom Credit Card Payment has to be made. 3. Now click on patient […]

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How to add Credit Card Payment from Payment Entry

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 and if needed the card can be saved for future processing. 1.  Open the Enter/Edit Payments screen. 2.  Click the Add Payment Entry icon at the top right-hand side of […]

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How to setup Payment Gateway – Singular Pay

This section is for information purpose only. Setup would be completed by PracticeSuite Implementation team. Singular provides PracticeSuite with the API key and ID for setup in PracticeSuite. Open Practice screen and click on the  button. In Payment Gateway Setup, enter the following info: Partner Name: Partner Key: Partner Id: Account Type as ‘Production’ Save […]

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