For Version 6.1 or higher

To access the Payment screen from the Ledger:

Step 1: From the Patient Flow screen, click the [Patient Mgmt] button.

Step 2: Select your patient from the list and click the [Ledger] button.

Step 3: Click the [New] button and select [Payment] button from the drop-down menu.

To access the Payment screen when checking out a patient:

           A.   Select a patient who is checked in and click the [Check Out] button.

           B.   From the Patient Check Out screen, click the [Payment] button.

Step 4: On the Payment screen, click on the "Amount Collected" field → enter the payment amount → click the OK button.

Step 5: Select the [Direct Debit] button. 

Step 6: [Check] the box to "Process Payment Online" (If not already defaulted).

Step 7: Click the [Post Payment] button.

Step 8: If you choose your Cash Practice® Provider on a payment-by-payment basis, then select the Cash Practice® Provider drop-down menu. If you chose a default Cash Practice® Provider in the Payment Setup screen, this dialog box will not appear. Please skip to next step

Step 9: Select Transaction Options

  • Billing Options: You can choose ANY previously used BANK EFT. Except those, hidden in clients billing vault The DEFAULT billing will always display first, unless the client has no billing information saved as  the  default then you will also have the option to Add New Bank EFT 
    • Bank EFT displays: Billing name, Bank name, Last 4 of account one of the following
      • {Default}: Credit Card stored in the client billing tab
      • Nickname: The billings "nickname" is displayed if you have added a nickname to the client billing vault
      • Date: Indicated when the billing was last used.
    • [NEW BANK EFT]: Select this if you want to process the transaction on new bank EFT. 
  • CPC Payment Option: (optional) If this is a payment for an existing cash plan created with the Cash Plan Calculator System, indicate the payment option (i.e. Option 1, 2, or 3).  This will keep your stats more accurate.
  • Auto-Debit Group™: (optional) If this payment needs to be assigned to an existing Auto-Debit Group™, select the correct group in the drop-down menu 
  •  Assign a Drip-Ed™ Campaign: (optional) (Requires Drip-Education™ Email Marketing System).  We highly recommend you use this feature to continue to educate and market to your client. Campaign Start Date is the date you want the Drip-Ed™ Campaign you selected to start.  By default, today’s date is pre-selected.
  • Comment: (optional) Comments are not seen by the client and cannot be deleted. 

Step 10: Click [Next Step].

Step 11: Verify the billing address & phone. For security purposes, this will be the address where the client's bank mails their statements to.  

Step 12: [Bank Account Information]: If you selected to add new Bank EFT in the Billing Options, enter the information here

  • Account Type: Be sure to select the correct account type
    • Checking
    • Savings

  • Make sure the routing number that the client provides is not for "deposit only," as this would prevent any withdrawn payments from processing.   

 

Step 13: If you would like this billing information to be saved as default for future use, be sure check the box to "save as clients default account"

Step 14: Click [Submit].

Step 15: (Optional) Capture the [e-signature] from the client. [Skip] this step if not using [e-sign].

Step 16: The patient's receipt will display on the next screen. Click the [Print] button to print this receipt, or the [Close] button to close this dialog box.

Step 17: This payment will be reflected in the patient's ledger.