Payment Entry is done through Payment Master screen. * Insurance and patient payments can be entered through the payment Master. * The payment status and the accounting date (whether it is in a open or closed period) determine whether the fields are editable (see Table 2 below). * This is the Payment master screen and […]
Category: Payments
Payment Search Screen
Payments can be searched and various actions 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 […]
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- […]
Reverse Payment
The payment reversal is done when payment is mistakenly applied to an encounter line. The reversal process reverses the amount back to the parent payment. The button in the charge master is used for this purpose. The reversed amount will be reflected in the unapplied amount of the parent payment. To do payment reversal, follow […]
Refund Payment
1. A refund is performed in situations when the payer intends to take back the amount paid to the practice partially/fully. 2. Practices also have the option to record refund of Credit card transactions without actually refunding the amount. While doing refunds of credit card payments, select payment method other than credit card and a […]
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. There are two ways to process a payment from scheduler. Method-1 2A.1. Click on the scheduled appointment time slot. From the menu […]
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 […]
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 […]
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 […]
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. […]