Define Patient Payment Settings

Location: Admin

To define your patient payment settings (all fields are optional unless otherwise noted):

1.Click MENU > Admin > Patient Payment Settings.

2.To place limits on a single patient payment, enter:

•Minimum payment amount and/or

•Maximum payment amount

          If there aren't any limits leave these fields blank.

3.If selling taxable products or services enter a Sales Tax Percentage.

4.Select the patient portal payment options to use:          

□Allow patients to make payments on the patient portal without logging in

•This option enables other people without access to the patient's portal (e.g. family members) to make payments on behalf of the patient.

□Allow logged in patients to set up payment plans on the patient portal

•This option lets the patient create their own payments plans. If not checked the Payment Plans tab in the patient portal is not available.

□Allow patients to purchase memberships

•If checked define at least one membership. If not checked the membership fee section on the Make a Payment tab in the patient portal is not available.

5.Select the in office payment options to use:

□Print receipts by default for all in office payments

6.In the Office Charges text box, enter the name of one or more items that a user can select when making a payment (e.g. Co-Pay, Balance Due).

•At least one entry is required.

•To define multiple items, press <Enter> after each item.

•Office charges can be paid via all the payment methods (Swipe & Pay, Make a Payment, Create a Payment Plan).

•Office charges are the only items that can be paid by the Swipe & Pay payment method.

•The amount is entered at the time of payment since it varies by patient.

•If an item has a standard charge, set it up as a product, service, or membership which has pre-defined charges the user cannot change.

7.In the Route Payment Notifications field select the location to send notifications when a patient makes a payment. It can be the Practice Inbox, a Queue, or an individual user.

8.Select Accepted credit cards (Visa, Master Card, Discover Card, American Express) to control which card type images display in the patient portal.

9.Use the Thank you text box to customize the thank you message on the patient payment receipt.

10.Click Save.