From the top of the navigation menu → select the Virtual Terminal icon.     

                                                                            

 Step 1: Enter Transaction Details

  • Processing Method: Defaulted to "Process Now" with the option to select "Schedule Later" allowing for scheduling a one-time payment to run on a specific date. 

  • Patient Account: The menu will search for patients that match the information entered into the field. Enter the patient's first name or last name, company, patient ID, or TPS ID, then select the Patient Account from the menu. 

    • New Patient Account: If this is a new patient and they have no patient record saved in Cash Practice® yet, select the [Add +] button to the right. All that is required to create a new patient account is a first and last name.  

  • Amount/Payment Splitter: Enter the dollar amount for the patient here, or if needing to split the payment amongst multiple family members, follow the instructions HERE

  • Billing Type: 

    • New: This allows you to type in a new credit card number or bank account.
    • Card On-File: Key enter the credit card information, OR pull stored credit card information that has been previously saved on file in the patient account. Click the [New] button to add new information to the Billing Vault
    • Bank On-File (EFT):  Routing and account number off of the check. Click the [New] button to add new information to the Billing Vault
    • Card Swipe: Use a Cash Practice® USB Card Swiper or Scriptel Signature device to swipe a card and collect payment information for the payment.
    • Check: This tool allows you to record the transactions as being collected with a check, with a space to add the check #. It's very important that you have strong procedures in place as to how your office collects, records, and tracks checks.
    • Cash: This tool allows you to record the transactions as being collected with cash. It's very important that you have strong procedures in place as to how your office collects, records, and tracks cash.
    • Card EMV: Select this option if using one of our integrated EMV chip terminals, you will be prompted differently on how to process the payment
    • Gift Card: If the patient wants to pay for their visit with a gift card purchased at your office with Cash Practice's Gift Card Program, select this option if you have to key-enter or type the card number
    • Gift Card Swipe: Again, if the patient wants to pay for their visit with a gift card purchased at your office with Cash Practice's Gift Card Program, select this option if you have the physical gift card and want to swipe it
  • Merchant Account: The defaulted merchant account will be displayed, but if using multiple merchant accounts with us, make the correct selection here. For more information, contact our Merchant Services Department by phone at (877) 343-8950 x102) or email MerchantAccounts@CashPractice.com
  • Comments: (OPTIONAL) Add a comment for your team's eyes only. This will be displayed on the Posted Payments Report when reviewing the transaction details in the future
  • Show Additional Options: (OPTIONAL) By clicking the drop-down, you have the capability to assign auto-debit groups, Drip-Education campaigns for frequent contact, and Patient Groups to better organize your patient lists

Step 2:  Click the [Process] button at the bottom of the screen.

Step 3: (OPTIONAL) Capture the [e-signature] from the patient.

Step 4: Print the receipt by clicking on the [Logo].