Manage Credit Card
Billing > Patient Accounting > Patient Accounts > Manage Credit Card
Manage Credit Card gives Open Edge users the ability to:
Create recurring profiles/payments for patients
Securely add & save credit card information to individual patient accounts to use for future transactions
***Once a CC has been added to the patient account, the last 4 digits will be shown under Method of Payment for selection (Patient Payment, Extra Charges, UAC, Refund)
To Create A Recurring Payment Profile:
Users have the option to create recurring payment profiles that will display as UACs after each payment has been processed.
From Patient Accounts > Manage Credit Card > Recurring Profile
Select Start Date (Required) and End Date (Optional)
Select Frequency: Weekly / Biweekly / Monthly
Select Provider
Enter payment amount ($): Enter the recurring dollar amount
Method Of Payment: Select CREDIT CARD (Open Edge)
Select Entry Mode & Patient's Billing Zip Code in the Zip Code field
Add Note if desired
Click Save when done
Recurring Profile Action Menu/Column:
Once a recurring profile is saved, the Action menu to the right provides multiple options:
Edit Note
Edit Amount
Inactivate (or deactivate)
Delete
NOTE: The delete and inactivate options will not be available at the same time, it will depend on the status of the Recurring Profile. If the state is active, only the “inactivate” option will be available. Once inactive, the user has the ability to delete that recurring profile.
To View Transactions:
Once a recurring profile has been added, the user has the ability to select the down arrow icon on the far left of the table row and expand it to reveal any transactions associated with that recurring profile
NOTE: To view the current status of that transaction, the user will select the text link located in the far right.
To Add A Credit Card:
Users have the option to securely save patient Credit Cards for easy payment collection and convenience
Under "Manage Credit Card" select "Credit Card"
Select Method Of Payment: CREDIT CARD (Open Edge)
Select Entry Mode*
a. Auto - For entering credit cards manually
b. EMV (Chip Reader) - If a user has an EMR reader for accepting cards with chips
Enter the patient's Billing Zip Code in the Zip Code* field
Add Note (Optional)
Click Save when done
NOTE: Once a CC has been added to the patient account, the last 4 digits will be shown under Method of Payment for selection (Patient Payment, Extra Charges, UAC, Refund)
Saved Credit Card Action Menu:
Once a credit card has been saved to a patient account, you will have the following options under the Action Menu on the far right:
View Current Status
Remove Credit Card
There are now keyboard shortcuts that allow you to execute functions. You can hover over the ? icon next to the save and clear to see the keyboard shortcut.