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7.0 Open Edge Order History

Billing User Manual

7.0 Open Edge Order History

Apr 25, 2019

Users that are subscribed to integrated Payment Processing through Open Edge can track various aspects of their Order History within ChiroFusion

Go To: BILLING > FINANCIAL > ORDER HISTORY

When searching for saved Credit Cards or Recurring Profiles, you MUST input the date range for when the profile was originally created in the system.

To View/Edit Transaction History

  1. Click on the Transactions tab

  2. Input 'From Date' and 'To Date'

  3. (Optional) Select the Order Status from the drop-down - will default to show 'All'

  4. (Optional) Select Order Id 

  5. (Optional) Select Patient by Clicking 'Search' to the right of Patient

  6. (Optional) Select Payment Type - will default to show 'All'

  7. Click Search

The transaction history based on the above selections will display an option to 'Get Current Status'

  • To see additional details for the transaction - Click on the '+' in the first column on the left

If you need to Print a Receipt after a credit card transaction has been completed, you may click 'Get Current Status' which will display the Order Details and the option to Print Receipt

To View/Edit/Deactivate Saved Recurring Profiles

  1. Click on the Recurring Profiles tab

  2. Input 'From Date' and 'To Date'

  3. (Optional) Select Profile State - will otherwise default to 'All'

  4. (Optional) Select Patient by Clicking 'Search' to the right of Patient

  5. Click Search

The recurring profile history based on the above selections will display with options to Edit, Get Current Status, & Deactivate

  • To 'Get Current Status' - Click on the '+' in the first column on the left

To View/Delete Saved Credit Cards

  1. Click on the Saved Credit Cards tab

  2. Input 'From Date' and 'To Date'

  3. (Optional) Select the Order Status from the drop-down - will default to show 'All'

  4. (Optional) Select Order Id 

  5. (Optional) Select Patient by Clicking 'Search' to the right of Patient

  6. (Optional) Select Order Type - will default to show 'All'

  7. Click Search

After the above criteria has been chosen, the Saved Credit Card information will display with options to 'Get Current Status' or 'Delete' if the CC was successfully added.

To Delete a saved CC from the system - Click Delete shown in the status column on the right

Need Help? Visit Our Help Desk: www.chirofusionhelp.com