The Transaction Popup provides an in-depth view of individual transactions, allowing you to access specific details, manage refunds, and verify payment statuses. This tool ensures clarity and control over financial activities while providing flexibility in handling transactions.
Key Features of the Transaction Popup
1. Transaction Details
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Account Information: Displays the account name and identifier associated with the transaction.
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Payment Information:
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Amount: Total payment amount.
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Payment Source: Indicates how the payment was made (e.g., Virtual, Terminal).
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Payment Type: Includes card type (e.g., Visa) and the last four digits of the card number.
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Payment Type Category: Specifies additional classification if available.
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Dates:
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Paid On: Date the transaction was processed.
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Deposited On: Date the payment was deposited into your bank account.
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Status: Reflects the current status of the transaction (e.g., Success, Refunded).
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2. Fees and Net Deposit
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Fees: Displays the total fees accrued for the transaction.
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Net Deposit: Shows the payment amount after fees have been deducted.
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Surcharge Impact:
- If surcharges are enabled, this section will indicate whether the patient covered the transaction fee or if it was absorbed by the office.
3. Recorded Status
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Recorded Toggle:
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Indicates if the transaction has been recorded in the system.
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Easily toggle the status on or off to update the transaction record as necessary.
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4. Refund Management
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Full Refund:
- Process a full refund for the transaction directly from the popup.
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Partial Refund:
- Enter a custom amount to issue a partial refund, providing flexibility in resolving patient disputes or overpayments.
How to Use the Transaction Popup
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Review Transaction Details:
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Confirm payment information, fees, and net deposit amounts.
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Check if the payment has been successfully processed and recorded.
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Manage Refunds:
- Use the refund options to address patient requests or handle billing corrections.
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Toggle Recorded Status:
- Ensure the transaction is marked as recorded in your system for accurate financial tracking.
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Check Surcharge Impact:
- Verify whether the patient paid the fees (if surcharges are enabled) or if your office absorbed the cost.
Benefits of the Transaction Popup
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Enhanced Transparency: Access all relevant details of a transaction in one place.
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Efficient Refunds: Easily process full or partial refunds with minimal steps.
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Accurate Financial Tracking: Update recorded statuses to maintain consistency in financial records.
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Surcharge Management: Quickly verify fee allocation to ensure compliance with office policies.
The Transaction Popup simplifies managing individual transactions, providing the tools you need to handle refunds, update statuses, and review payment details efficiently. For additional assistance, contact support or consult the help center.