4.9 Open Edge Payment Processing

Users that have subscribed to the Open Edge payment processing system can utilize the new feature under 'Patient Payment, Extra Charges, UAC, & Refund ' to process credit cards. 

BILLING > PATIENT ACCOUNTING
To Collect A Patient Payment:

1. Select Action: From the drop-down select 'Patient Payment'

2. Amount ($): Enter the payment amount (bottom left)

3. Method Of Payment: Select CREDIT CARD (Open Edge)

4. Select Entry Mode*

   1. Auto - For entering credit cards manually

   2. EMV (Chip Reader) - If a user has an EMR reader for accepting cards with chips

   3. Card On File (i.e. Use Card on File ending in 4111) if a CC has been previously saved

5. Enter the patient's Billing Zip Code in the Zip Code* field

6. Post Payment To Encounter: You must connect the payment & under 'Post' click the Show tab to display the CPT code line items / or post to the Extra Charge

7. Enter/Post the amount of the payment to the associated CPT Code box and post the payment in the left open box

8. Click Save (bottom right) when done.

9. An Open Edge display box will populate with instruction either on the terminal itself OR open field to manually enter the CC info

   1. After the CC has been processed, the order details will display also providing the user the option to print the Open Edge receipt 

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. 

1. Select Action: From the drop-down select 'Recurring Profile'

2. Select Frequency: Weekly / Biweekly / Monthly

3. Amount ($): Enter the recurring dollar amount

4. Method Of Payment: Select CREDIT CARD (Open Edge)

5. Enter the patient's Billing Zip Code in the Zip Code* field

6. Select Payable Physician

7. Click Save (bottom right) when done

To Add A Credit Card:

Users have the option to place Credit Cards on File for easy payment collection and convenience

1. Select Action: Add a Credit Card

2. Method Of Payment: CREDIT CARD (Open Edge)

3. Select Entry Mode*

   1. Auto - For entering credit cards manually

   2. EMV (Chip Reader) - If a user has an EMR reader for accepting cards with chips

4. Enter the patient's Billing Zip Code in the Zip Code* field

5. Click Save (bottom right) when done

6. Follow prompts based on above selection to input CC info