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 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 a payment entry in the billing module. This option is available as an Add-On feature. Please contact Sales/Support for more details. To do credit card payment from […]

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Credit Card Quick Payments from Patient Portal

Quick Pay permits the patient to make a payment without having to log in at the patient portal. Follow the below- given steps to make a quick pay. 1. Open your Patient Portal page. 2. Click on the button on the portal page. Image 1 3. This would bring up the Quick Pay patient validation […]

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View Credit Card Payment Transaction Details

All attempted credit card transactions can be viewed in the I18 Credit Card Transaction Report. It can be used for reconciling all Credit card transactions done through the payment gateway set up for the practice. All successful and failed transactions are listed here along with the reason for the failure (if any). Each line in […]

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Process payments using a Saved Card

The following steps show the way to use a saved card for processing 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 (highlighted in Image 1). Image 1 3. The Payment master screen, as in Image 2 opens up. Fill all […]

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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(see Image 1). Image 1 3. The screen as in Image 2 opens up. Enter payment info. […]

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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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