Quick Links -> Take Payment
See ArticleBefore proceeding to processing a payment, make sure you have your terminal set up and the privilege in the user.
There are a couple of areas in HENO where you can accept the patient payments using the Card Processing Terminal:
- Schedule -> Check-In: See Article
- Schedule -> Quick Links -> Take Payment
- Charge Screen -> Check Out:
- Patient Demographics -> Payment:
Quick Links -> Take Payment
On the schedule tab in the far right menu, there is a Quick Links drop-down. You will go to Option 1 Take Payment.
On the next screen, you will see two options at the top of the page. One will be Manual Payment, this will be the way you will accept cash, check, or other forms of payment. The other button, Charge card, will be connected to the terminal:
Once you have clicked to charge card, a new screen will appear.
- Red - Method - You will have the option for Swipe/Insert/Tab or Input CC Number.
- Blue - Patient - You will have to select the patient.
- Green - Location - In you have multiple locations, you will select the one that applied
- Purple - Terminal - If your location has multiple terminals, you will select the one the patient will be using their card
- Light Blue - Amount - The amount you are charging the patient
- Orange - Pin Payment - To pin the patient, more information is here: Pinned Payments
Once you select Charge Card, the charge will go to your terminal. There will be an alert in HENO to remind you:
First it will ask you to confirm the amount:
Press the Green button to confirm this amount. On the next screen, it will as your it Swipe/Insert/Tap the card (Or Input the CC amount based on the Methods in HENO):
Once the card is inputted into the terminal, it will begin the process of the card:
The alert to remove the card will appear prior to getting an approval or denial:
Finally, you will get the process status:
Once approved, the HENO page will refresh with the payment titled Schedule Take Payment. To print the receipt, click on the PDF on the right column:
