Payment Categories

Below are the different categories of different payment types within the payments section of the patient information:

Patient Payment

Billing > Payments > Patient > Create Patient Payment >

General Store

General Store > Create Order >

Schedule Take Payment

When a payment is collected within the patients tab or from the schedule using the quick links "Take Payment."

OR on the Schedule > Quick Links >

Card on file

When a payment is collected using a card on file. Billing > Payments > Patient Tab > Charge Card >

Check-In

When a payment is collected at the check in from the schedule.

When a payment is collected at the check out screen.

Online Payments

If you have integrated Credit Card processing with CardConnect, you can include the URL payment link in your statements that you email to your patients. See Article: Email Statements

Website: http://paymybill.com MUST have the CardConnect Credit Card Processing Integration

The patient can enter their statement number and select "Find Statement" *Please advise patients to verify the clinic address and amount listed to make sure it is the correct statement.

Partial payments can also be made by changing the amount in payment screen