The Check-In app allows patients to pay outstanding balances or copays and deposits at the time of checking in to their appointment.
Outstanding balance
After the patient signs their consent forms and verifies their demographic and insurance information, they will be directed to pay their bill if there's an outstanding balance.
Make sure you are signed up for Payment Processing so that your patients can process credit card payments. This replaces the previous PayPal functionality in the Check-In app.
Select charges and payment amounts
The top of the screen will display the patient's account information and current balance.
If the patient's balance is due to multiple charges, all charges will be selected by default. Tap the Select all checkbox to deselect all charges.
Tap the checkbox on an individual line item to select or deselect that charge.
Tap the payment amount on a line item to enter a partial payment amount.
The bottom of the page will show the patient's total payment amount.
Tap Pay Now to proceed.
Choose payment method
The patient can use a saved credit card that exists on their account or add a new credit card for payment.
If this is the patient's first time using bill pay, they'll automatically be prompted to add a new card.
The patient can tap on the Choose credit card dropdown to select the desired card.
The card display will show the selected payment source.
For security purposes, only the last four digits of your saved cards will be shown.
Back will return the user to the previous screen.
Once the payment method is selected, the patient can tap Pay Now.
Once paid, the screen displays Check-In Completed. The patient can return the device to the staff member.
The patient can tap + New Card.
Card information, name and billing address and phone number are required.
Only the card types displayed are accepted through online bill pay.
Back will return the user to the previous screen.
Once all information is entered, the patient can tap Pay Now.
Once paid, the screen displays Check-In Completed. The patient can return the device to the staff member.
Copay or deposit
Patients can be required to pay a copay or deposit at check-in. This is configured by appointment type in the Utilities within the Scheduling application. If a patient is using the Check-In app for an appointment requiring payment, they will be prompted to submit payment after completing their consent and intake forms and verifying their demographics and insurance information (if applicable).
Review the appointment information and confirm the details. Tap Check-In.
Enter your chosen PIN.
Verify your PIN, then hand the device to the patient.
The app will notify the patient their Appointment requires payment in order to successfully check-in. The patient should tap Continue.
The patient’s demographics (name, account number and address) appear along with the appointment details (date, time, person resource) and payment amount. The patient will tap Pay Now to complete payment.
The copay and payment amount are not able to be deselected or edited as these are configured in the Utilities within the Scheduling application.
Choose Payment Method
The patient can use a saved credit card that exists on their account or add a new credit card for payment.
The patient can tap on the Choose credit card dropdown to select the desired card.
The card display will show the selected payment source.
For security purposes, only the last four digits of your saved cards will be shown.
Back will return the user to the previous screen.
Once the payment method is selected, the patient can tap Pay Now.
Once paid, the screen displays Check-In Completed. The patient can return the device to the staff member.
The patient can tap + New Card.
Card information, name and billing address and phone number are required.
Only the card types displayed are accepted through online bill pay.
Back will return the user to the previous screen.
Once all information is entered, the patient can tap Pay Now.
Once paid, the screen displays Check-In Completed. The patient can return the device to the staff member.
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