Description

Credit card transactions are linked to a third party software through a payment gateway. I18 Credit Card Transaction Report lists all the Credit card transactions between PracticeSuite and the third-party software. The payment gateway is configured in the Practice Options setup page.

Significance

1. Credit card batch report for USIO payments can also be generated using I18 report which lists out batch level transactions of USIO.

2. I18 Credit Card Transaction Report can be used to reconcile all Credit card transactions between PracticeSuite and third-party software.

3. All successful and failed transactions are listed here along with the reason for the failure (if any). Payment number and gateway transaction ID are generated only for successful transactions.

Utility

1. To view USIO Batch report, click on ‘Batch Report‘ Button instead of ‘Search’ Button.

2. The total of the amounts involved in the transactions during the given date range is provided at the bottom.

Search filters for the I18 Report

Field Description
Transaction Date Provide the transaction date range
Transaction # Provide the transaction number to view details of a specific transaction
Payment No. Provide the payment number to view details of a specific payment
Patient To filter transaction details of a specific patient
Transaction Status To filter by status (Processed/Pending/Completed/ALL)

Search Screen of I18 Report

Sample I18 report

Columns in the I18 Report

Field Description
Payee Name Name of the payee
MR# MR# of the patient for whom this payment is done.
Amount Amount paid through credit card
Date Payment Date
Payment # Payment number is generated only if transaction is a success;
Payment Source This can be either Practice or patient portal, the site through which the payment was made
Transaction# Unique Id maintained by the system for each transaction.
Transaction Status a. Completed- the status of all successful transactions

b. Processed- the status of failed transactions

c. Pending-This indicates that transaction was done but no response message has yet been received from the third-party software.

Gateway Status Status at the payment gateway.

a. Success- the status of all successful transactions

b. Failed- the status of failed transactions

c. For Transaction Status ‘Pending’, no gateway status is displayed

Payment Partner Third-party software for Credit card transactions
Gateway Transaction ID Unique Id provided by the payment partner for each transaction. This can be used to reconcile transactions between systems.
Gateway Transaction Message Displays the reason for failure in case of a failed transaction else ‘success’ message is displayed. For pending transactions, no message is displayed.
Batch Number USIO Batch ID for the transaction

Sample Batch Report

Select the  icon to download the report as an Excel Spreadsheet and the  icon to download the report as PDF.