This guide will walk you through the steps to accept patient payments for an invoice using our system.
Step 1: Locate the Invoice
Navigate to the Patient Billing section or the Billing module within your dashboard.
Find the invoice that you wish to process.
Step 2: Access Payment Options
Click the three dots located to the right of the invoice.
From the dropdown menu, select Patient Payment.
Step 3: Enter Payment Details
In the payment workflow screen, complete the following:
Date of Payment: Specify the date on which the payment is being made (defaults to current day).
Amount: Enter the amount that the patient will be paying today.
Payment Method: Choose the appropriate method of payment.
If using Tilled for processing:
Select Credit/Debit Card.
Either input the payment details manually or use the payment terminal if available in your clinic.
If you need this to be a recurring monthly payment, be sure to select the number of payments that you would like to split up the total into (ex. for a
$3000payment, if you set it for2 paymentseach payment will be$1500).You can also choose to
Save Cardif you get permission from the payment for use on future invoices.
Note: If Tilled is not set up in your clinic and you're interested in using it, please contact our support team for assistance in setting up the process.
Regardless of the payment method, you can include additional details:
Payment References: Enter references such as check numbers if applicable.
Payment Description: Provide a description for the payment.
Once all required fields are filled, click the Post Payment button to apply the payment.
Step 4: Verify the Payment
After the payment is posted, it will be reflected in the invoice record.
To view payment history, click the chevron to the left of the invoice.
Select the Payments tab to see a detailed history of all payments applied to this invoice.
If you have any questions or need further assistance, please contact our support team.