Overview
If your office processes a credit card terminal payment outside of the billing app, the transaction will be automatically pulled into the app. You can then match the transaction to the correct patient and write it back to your connected Practice Management System (PMS) by following the steps below.
Steps to Match a Transaction and Write Back to PMS
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Locate the Transaction
After processing a payment via the credit card terminal, the transaction will appear in the billing app with a note indicating it was created outside the app. The "Status" will show as "Success," but it will not yet be matched to a patient. -
Search for the Patient
In the "Account" section at the top of the transaction details, you’ll see a dropdown menu labeled "Select...". Click on the dropdown to open the search bar. Enter the patient’s name to search for their account. -
Select the Patient
From the search results, select the correct patient to associate the transaction with. -
Save and Write Back
Once the patient is selected, click the "Save" button next to the dropdown. This will enable the "Writeback" option. Click "Save and Writeback" to write the transaction back to your connected PMS, ensuring the payment is properly recorded in the patient’s account.
Sending a New Terminal Payment
If you need to send a new payment to the credit card terminal:
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Navigate to the top menu bar and click "Create Payment."
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Select "Terminal Payment" from the options.
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Choose the patient the payment is attributed to, and send the payment from there.
Important Notes
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Transactions processed outside the app cannot be automatically matched to a patient due to the external origin. Manual matching is required to ensure accuracy.
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Always verify the patient’s identity before saving to avoid mismatching payments.
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If you encounter issues or need further assistance, contact your account manager.