RXNT enables you to accept credit card payments directly within the Billing module. All payments are entered, processed, and recorded on the same screen, streamlining the workflow and helping to reduce the time required to complete payment tasks.
In addition, all saved credit cards can be easily viewed and managed from the Patient Dashboard in Billing, providing quick access to stored payment methods and simplifying ongoing payment management.
Accept credit card payments
Navigate to the Patient Payment screen, and enter the payment amount in the Amount field.
Select Credit Card from the Method dropdown menu to process the payment by card. Once Credit Card is selected as the payment method, the Accept Payment button will become visible and available for use. The Accept Payment button is displayed only when the selected payment method is Credit Card. Click Accept Payment.
A Process Payment pop-up window will appear. On this screen, you can choose an existing credit card that is already saved on file or select the Add New Card option to enter a new credit card for payment processing.
If you select the Add New Card option, enter the required credit card information, including the Card Name, Card Type, Card Number, and Expiration Date. Ensure all details are entered accurately before proceeding with the payment.
After selecting an existing credit card on file or entering new credit card details, click Submit Payment to process the payment transaction.
Once the payment has been successfully processed, a payment reference number will automatically appear in the Check/EFT# field for reference and tracking purposes.
In the Encounter section, click the appropriate encounter date of service to apply the payment. Then, scroll down to the corresponding line item and enter the payment amount in the Payment Amount field.
Click Save and Post to save the entered information and post the payment to the selected encounter. Alternatively, click Save to save the payment details without posting the payment, allowing you to complete and apply the payment at a later time.
Refund credit card payment
To issue a refund to a patient’s credit card, the transaction must be processed through the PAYA Virtual Terminal.
Once logged into your Virtual Terminal, find the transaction you want to refund. The most efficient way to do this is by using the Transaction Search, located in the Reporting menu.
After locating the transaction to be refunded, click Process.
Select Credit from the Transaction Type dropdown menu, then click Submit Transaction at the bottom of the screen.
Delete credit cards
A credit card may need to be deleted from a patient’s file for several reasons, primarily related to maintaining accurate, secure, and up-to-date payment information. For example, the card may have expired, been replaced by a new card, or been reported as lost or stolen. In other cases, the patient may have requested that the payment method be removed for privacy reasons or to prevent future charges to that account.
Deleting outdated or invalid card information also helps reduce the risk of failed transactions and ensures that only current, authorized payment methods are available for processing future payments.
To delete a credit card on file, navigate to the Patient Dashboard and select the Cards icon located in the demographics section.
On the Payment Method pop-up screen, all previously saved credit cards for the patient will be displayed.
These cards may have been added from several different areas within the system, including:
- Payment Plan in the Billing module
- Patient Payment in the Billing module
- Patient Bill Pay
- The Appointment screen in the Scheduler
Regardless of where the card was originally added, all stored payment methods are consolidated and available for selection on this screen.
Any card displaying a check mark in the Payment Plan column indicates that it is linked to an active payment plan.
If the card is actively associated with an ongoing payment arrangement, it cannot be deleted while the payment plan remains in effect. If you attempt to delete it by clicking the red trash can icon, an Attention pop-up message will appear indicating that the card cannot be removed because it is currently being used in a payment plan.
Cards not associated with a payment plan can be deleted by clicking the red trash can icon.
A Confirmation pop-up will appear asking you to confirm whether you want to delete the card. Click Delete to proceed with removing the card from the patient’s account.
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