You can save time by quickly processing credit card payments to the patient's balance, patient fund, and co-pay amount in Scheduler when patients are over the phone or in the office.

Credit card payments to the patient balance in scheduler

From the appointments calendar screen

From the Appointments calendar screen, click Accept Payment.

Enter the patient's Last Name, First Name, or Chart Number into the seach field.  

Click Search.

Select the patient from the results list to open the Accept Payment screen. 

Select the Location, Provider, and Case Details.

Select Credit Card from the Payment Method from the drop-down.

Select the Fee Type radio button. Available options include Co-Pay or Patient Balance. If Co-Pay is selected, the patient must have a Co-Pay amount listed.

Select an existing Credit Card from the dropdown, or enter a New Card Name.

If you select an existing credit card on file, the card details will automatically populate, including the card type, card number, expiration date, address, and ZIP code. 

To enter new credit card details, enter a card name in the New Card Name field. Then, select the Card Type and enter the Card Number and Expiration Date.

Enter the cardholder’s details, including first and last name, phone number, full address, city, state, and ZIP code.

If you select Patient Balance as the Fee Type, the patient’s outstanding balance(s) will be automatically selected, displaying the Date(s) of Service, Description, and Provider. The patient’s total balance is automatically calculated and displayed in the Balance Amount and Total Amount fields. If the patient is not paying the full balance, deselect the Date(s) of Service the patient is not paying. The Balance Amount and Total Amount fields will automatically update to reflect the selected balances.

If the patient is not paying the exact balance amount, deselect the applicable Date(s) of Service and enter the payment amount in the Other Amount field. 

After selecting the applicable balance amount(s) or entering a payment amount in the Other Amount field, click Accept to process the payment.

A payment confirmation appears. Click Ok. The payment will be added to the Applied tab within Billing. 

From the appointment screen

From the patient's Appointment screen, click the Payment tab. 

Select Credit Card from the Payment Method dropdown menu.

Select the Patient Balance radio button.

Select the Fee Type radio button. Available options include Co-Pay or Patient Balance. If Co-Pay is selected, the patient must have a Co-Pay amount listed.

Select an existing Credit Card from the dropdown, or enter a New Card Name.

If you select an existing credit card on file, the card details will automatically populate, including the card type, card number, expiration date, address, and ZIP code. 

To enter new credit card details, enter a card name in the New Card Name field. Then, select the Card Type and enter the Card Number and Expiration Date.

Enter the cardholder’s details, including first and last name, phone number, full address, city, state, and ZIP code.

If you select Patient Balance as the Fee Type, the patient’s outstanding balance(s) will be automatically selected, displaying the Date(s) of Service, Description, and Provider. The patient’s total balance is automatically calculated and displayed in the Balance Amount and Total Amount fields. If the patient is not paying the full balance, deselect the Date(s) of Service the patient is not paying. The Balance Amount and Total Amount fields will automatically update to reflect the selected balances.

If the patient is not paying the exact balance amount, deselect the applicable Date(s) of Service and enter the payment amount in the Other Amount field.

After selecting the applicable balance amount(s) or entering a payment amount in the Other Amount field, click Accept to process the payment.

A payment confirmation appears. Click Ok. The payment will be added to the Applied tab within Billing. 

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