Online Payments from Charges
How to Access the Charges Page?
To access the charges page of a patient, select a patient’s record > click Charges under the billing > select Appointment > Charges Page.
How to Process Copay?
Users who are responsible for patient billing usually create charges.Copays can be collected from patients in the billing department through credit cards and checks (ACH).
Processing Copay using Credit Card:
Click “Copay”.
How to Edit/Delete Copay?
The users responsible for patient billing and creating charges can also Edit / Delete payment actions.
1. Arrive at a patients charge where the actual transaction was performed.
2. Click Payment.
3. Application will take the user to the payments page of that particular charge.
4. Expand the procedure by clicking plus sign (+) against which the copay has been entered.
5. The transaction will have the copay collected amount in the “Paid/Refunded” field.
6. Click Edit or Delete link.
7. The application will take the user to the edit transaction screen.
In order to avoid rejections, you cannot create a charge or eSuperbill with future dates. As charges with future date are rejected by payers without any consideration.
The same restriction is applied to the eSuperbill section. For detailed information click here.
How to Refund Copay?
A user can refund a transaction within 30 days since the transaction was carried out. The billing users can also perform copay refunds fromn the billing module of the application.
- Arrive at a patients charge where the actual transaction was performed.
- Click Payment.
- Application will take the user to the payments page of that particular charge.
- Expand the procedure by clicking plus sign (+) against which the copay has been entered.
- The transaction will have the copay collected amount in the “Paid/Refunded” field.
- Click Refund.
7. The application will take the user to the refund transaction screen.
How to Process Patient Advances?
The patients can now pay by credit/debit cards and through checks. These patient advances can then be applied to recurring patient visits (appointments) or can be used as upfront fee to see a doctor.
Patient Advances Through Credit Cards:
The patient advanes that are collected from a patient against a particular visit can be entered through the charges page.
Click “Advances”.
Patient Advances Through ACH:
Click “Advances”.
How to Process Procedure Payments?
The practice can charge the patient for a certain procedure that might not be covered under a patients Insurance. The online payments module allows the billing users to collect a payment against a particular charge and a procedure via credit cards.
Accessing Payments Page:
