Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the...
Transcript of Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the...
![Page 1: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/1.jpg)
Patient Payments&
Credit Card Integration with
OpenEdge
![Page 2: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/2.jpg)
Patient Payments▫ Posting Copays & payments to
outstanding patient balances
▫ Integrated Credit Card solution with OpenEdge
![Page 3: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/3.jpg)
Arrive the Patient
![Page 4: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/4.jpg)
Use the “Post Patient Payments” Button
![Page 5: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/5.jpg)
The Date, Credit Type, Department, Provider and Copay-Unapplied will default
![Page 6: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/6.jpg)
Applies to the oldest Patient balances
![Page 7: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/7.jpg)
Family system - Copay split between family members
![Page 8: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/8.jpg)
The copay will be applied against today’s charges
![Page 9: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/9.jpg)
Select the number of receipt copies
![Page 10: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/10.jpg)
Receipts can also be emailed
![Page 11: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/11.jpg)
Payment Comments can be entered
![Page 12: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/12.jpg)
What are the Credit Card payment steps?
![Page 13: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/13.jpg)
Verify the Payment Total and hit “Accept”
![Page 14: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/14.jpg)
** Credit Card Payment Options **
![Page 15: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/15.jpg)
** Manually Enter Credit Card information **
![Page 16: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/16.jpg)
Verify Credit Card Amount
![Page 17: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/17.jpg)
** Credit Card is Approved and Payment posted**
![Page 18: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/18.jpg)
** Patient Balance will reflect the payment **
![Page 19: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/19.jpg)
** Swipe Credit Card or Debit Card **
![Page 20: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/20.jpg)
** Supported Credit Card encrypted devices **
![Page 21: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/21.jpg)
** Credit Card Approved **
![Page 22: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/22.jpg)
▫ Stores a unique Payer Identifier for the credit card
▫ Stores card type and last 4 digits
![Page 23: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/23.jpg)
Account showing the Unapplied Payment
![Page 24: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/24.jpg)
Pymt Detail - Card Type, Approval Code, Batch ID, and Order ID
![Page 25: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/25.jpg)
Access the Patient Payment screen from Posting Menu
![Page 26: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/26.jpg)
Track down your patient using the Patient Search
![Page 27: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/27.jpg)
Auto-Distribute Unapplied Copay
![Page 28: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/28.jpg)
Setup - Company table
![Page 29: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/29.jpg)
The Credit Code needs to have the Auto Distribute set
![Page 30: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/30.jpg)
Automatically applied copay to today services
![Page 31: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/31.jpg)
Reconciling Credit Card
Transactions
![Page 32: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/32.jpg)
Reconcile and/or void credit card transactions
![Page 33: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/33.jpg)
▫ Administrators see all transactions for “All Users”
▫ Non-admin users balance the daysheet to OpenEdge
totals
![Page 34: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/34.jpg)
▫ Compares e-Medsys totals to OpenEdge totals
▫ Use radio buttons to show conflicts or show all
![Page 35: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/35.jpg)
▫ Same day transactions can be voided and reversed
![Page 36: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/36.jpg)
How to Authorize and save
Credit Card Information
![Page 37: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/37.jpg)
Credit Cards are managed on the Guarantor screen
5673
5673
![Page 38: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/38.jpg)
Credit Cards are managed on the Guarantor screen
![Page 39: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/39.jpg)
Authorize Credit Card
![Page 40: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/40.jpg)
Authorize Credit Card
5672
![Page 41: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/41.jpg)
Authorize Credit Card
![Page 42: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/42.jpg)
Authorize Credit Card
![Page 43: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/43.jpg)
Authorize Credit Card
![Page 44: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/44.jpg)
Manage Credit Cards
![Page 45: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/45.jpg)
Automatic Credit Card processing
for Payment Plans
![Page 46: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/46.jpg)
Credit Cards for use in Payment Plans
![Page 47: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/47.jpg)
Monthly Payment Plan Cycle
![Page 48: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/48.jpg)
Setup email and / or text on Payment Plan step
![Page 49: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/49.jpg)
Select Daysheet User for Credit Card Payments
![Page 50: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/50.jpg)
Credit Card actions are stored in notes
![Page 51: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/51.jpg)
Communications tab - View all communications with the patient
![Page 52: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/52.jpg)
View email that was sent
![Page 53: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/53.jpg)
Credit Card Indicator
![Page 54: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/54.jpg)
Credit Card is shown in Inquiry and in Patient Appt Info
![Page 55: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/55.jpg)
Automatic Credit Card processing
for Outstanding Patient Balances
![Page 56: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/56.jpg)
Financial Class setup
![Page 57: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/57.jpg)
Financial Class setup for Credit Card Payment Cycle
![Page 58: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/58.jpg)
Credit Card Cycle Setup
![Page 59: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/59.jpg)
Credit Card Auto Bill Cycle Setup
![Page 60: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/60.jpg)
Credit Card - Auto Payment Cycle
![Page 61: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/61.jpg)
Credit Card - Auto Payment Cycle
![Page 62: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/62.jpg)
Credit Card - Auto Payment Cycle
![Page 63: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/63.jpg)
Credit Card - Auto Payment Cycle
![Page 64: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/64.jpg)
Another example - wait 5 days before billing Credit Card
![Page 65: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/65.jpg)
An email is sent informing the patient that their CC was billed
![Page 66: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/66.jpg)
Sample email to Patient letting them know Credit Card was billed
![Page 67: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/67.jpg)
Sample email to Patient letting them know Credit Card was billed
![Page 68: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/68.jpg)
Sample email to Patient letting them know Credit Card was billed
![Page 69: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/69.jpg)
A Text informing the patient that their CC has been billed
![Page 70: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/70.jpg)
Option of email or Letter
![Page 71: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/71.jpg)
A letter can be sent letting patient know CC has been billed
![Page 72: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/72.jpg)
Credit Card Cycle and Daysheet User
![Page 73: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/73.jpg)
Run Collections - Process New and Process Existing
![Page 74: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/74.jpg)
Option to run Collections for Credit Card Patient Balances
![Page 75: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/75.jpg)
Option to run Collections for Credit Card Patient Balances
![Page 76: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/76.jpg)
Option to run Collections for Credit Card Patient Balances
![Page 77: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/77.jpg)
View Exceptions / Notes - Credit Card Processing Cycle
![Page 78: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/78.jpg)
An option to view Credit Card Notes
![Page 79: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/79.jpg)
Verify patients that had Credit Cards billed
![Page 80: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/80.jpg)
Credit Card Insurance Payments
![Page 81: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/81.jpg)
Insurance Credit Card Payment
![Page 82: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/82.jpg)
Insurance Credit Card Payment
![Page 83: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/83.jpg)
Online Patient Payments
![Page 84: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/84.jpg)
Credit Card Payments entered on Pat Portal or Pat Check-in
![Page 85: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/85.jpg)
Credit Card Payments entered on Pat Portal or Pat Check-in
![Page 86: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/86.jpg)
Credit Card Payments entered on Pat Portal or Pat Check-in
![Page 87: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/87.jpg)
Credit Card Payments entered on Pat Portal or Pat Check-in
![Page 88: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/88.jpg)
Schedule the process to run automatically
![Page 89: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/89.jpg)
Questions?
![Page 90: Patient Payments Credit Card Integration with OpenEdge · OpenEdge. Arrive the Patient. Use the “Post Patient Payments” Button. The Date, Credit Type, Department, Provider and](https://reader030.fdocuments.in/reader030/viewer/2022040819/5e66abbfdeae2610cf49d81f/html5/thumbnails/90.jpg)
Up Next we will hear from Tim Martin on Visit Reasons