Insurance Payment by Credit Card
Before proceeding to processing a payment, make sure you have your terminal set up and the privilege in the user..
To take a credit card payment from the insurance, you will want to go into the Billing tab -> Payments. This tab will automatically pull you into the Insurance payment tab, but if it doesn't, please select the tab at the top of the screen (highlighted below in Green):
You will click on the Charge Insurance Card button in the upper right hand side of the screen. The pop-up will look similar to the Patient Payment, but will have you select the insurance company that made the payment:
- Red - Method - This will most likely be a Input CC Number method
- Blue - Insurance - The insurance company that paid by card
- 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
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:
Then it will ask for the credit card number
Followed by the expiration date
And last the CVV (on the back on the card most of the time)
Once approved,
The HENO page will refresh with the insurance payment: