How to Collect Patient Advances?

Scheduler > Daily/Weekly/Multiple/Chain View

Patient advances can be collected using the online payment methods. The patients can 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.

Follow the above mentioned workflow to view appointments.

Select an appointment and click ‘Check-In’.

Daily View – Check-In

Doing so displays “Check-In” appointment pop-up.

Check In

On “Check In” appointments popup, user can collect patient advances using credit card, or using check.

 

Collect Patient Advances using Credit Card:

To perform the transaction through the credit card, the user can select between VISA, MASTER, AMEX, DISCOVERY and DINERS CLUB. There are two ways to process a transaction. The user can either manually key enter the card information or swipe the card through a USB card swipe reader.

To process patient advances transactions:

1. On “Check In” popup, click “Patient Advances” link.

Check In – Patient Advances

2. Enter the following details:

  • Method: Select either Credit Card or ACH.
  • Card Type: Select the appropriate card type.
  • Expiration: Enter the card expiration date.
  • Card Number: Enter the card number indicated on the card.
  • Card Holder Name: The name of the patient appears as default. This name can be changed.
  • Security Code: Enter the 3 digit security code.
  • Amount: Enter the desired amount to be charged.
  • Billing Address: Enter the Billing Address.
  • Save this card: This option allows a user to save credit card information on file.
Advance Payment

NOTE: Credit Card details can also be input using a USB card swipe reader. The card reader captures the Card Type, Card Number and Card Holder Name and automatically inputs this information in the form.

3. User can click ‘Save this Card’ to save patient’s card information on the file .

4. Click ‘Process’.

5. While saving the card on file, the patient/card holder signs a Card Usage Authorization Agreement. By signing this agreement, the card holder agrees to pay from the credit/debit card. The agreement can be printed out and handed over to the patient/card holder for their record.

Card Usage Authentication Agreement

6. Click Continue.

7. “Advance Payment Receipt” appears on the screen. The receipt can be printed out and handed over to the patient/card holder for their records.

Transaction Receipt – Advance Payment Receipt

 

Collect Patient Advances using Automatic Clearing House (ACH):

Copays can be collected from the patients through checks (ACH – Automatic Clearing House).

To process the copay transactions:

1. Click the Patient Advances link.

Check In – Patient Advances

2. Enter the following details:

  • Method: Select ACH.
  • Routing Number: Enter a 9 digit Bank Routing Number.
  • Account Number: Enter the patient’s/check holder Account Number.
  • Amount: Enter the charged amount.
  • Billing Address: Enter the Billing Address
Advance Payments

3. Click Process

4. ‘Advance Payment’ appears on the screen. The receipt can be printed out and handed over to the patient/card holder for their records.

Transaction Receipt – Advance Payment