The system already has pre-defined options that can be selected as 'Method of Payment' when collecting a patient payment in Patient Accounting. You can customize & add your own Credit Card Type such as Gift Cards, HSA's, & programs such as ChiroCare, or ChiroUSA that offer card payments linked to healthcare savings accounts.
Go To: BILLING > OTHER UTILITY > CREDIT CARD TYPE
To Add A Credit Card Type:
Credit Card Type: Enter a Name for the card type, a Description & click Save
These Card Type options will be available to select as Method of Payment in Patient Accounting when collecting a patient payment. Managing credit cards & processing patient payments is further demonstrated in the Patient Accounting portion of the manual.
To Delete/Edit A Credit Card Type
Select a card type from the drop down menu
You may edit the description or delete if desired
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Any credit card types that are on the list will show as payment options on your patient statements. If the credit card type is associated with a patient, you cannot delete. |
User can also use shortcuts for saving and deleting. Alt + S to save and Alt + X to delete.