Patient Payments&

Credit Card Integration with

OpenEdge

Patient Payments▫ Posting Copays & payments to

outstanding patient balances

▫ Integrated Credit Card solution with OpenEdge

Arrive the Patient

Use the “Post Patient Payments” Button

The Date, Credit Type, Department, Provider and Copay-Unapplied will default

Applies to the oldest Patient balances

Family system - Copay split between family members

The copay will be applied against today’s charges

Select the number of receipt copies

Receipts can also be emailed

Payment Comments can be entered

What are the Credit Card payment steps?

Verify the Payment Total and hit “Accept”

** Credit Card Payment Options **

** Manually Enter Credit Card information **

Verify Credit Card Amount

** Credit Card is Approved and Payment posted**

** Patient Balance will reflect the payment **

** Swipe Credit Card or Debit Card **

** Supported Credit Card encrypted devices **

** Credit Card Approved **

▫ Stores a unique Payer Identifier for the credit card

▫ Stores card type and last 4 digits

Account showing the Unapplied Payment

Pymt Detail - Card Type, Approval Code, Batch ID, and Order ID

Access the Patient Payment screen from Posting Menu

Track down your patient using the Patient Search

Auto-Distribute Unapplied Copay

Setup - Company table

The Credit Code needs to have the Auto Distribute set

Automatically applied copay to today services

Reconciling Credit Card

Transactions

Reconcile and/or void credit card transactions

▫ Administrators see all transactions for “All Users”

▫ Non-admin users balance the daysheet to OpenEdge

totals

▫ Compares e-Medsys totals to OpenEdge totals

▫ Use radio buttons to show conflicts or show all

▫ Same day transactions can be voided and reversed

How to Authorize and save

Credit Card Information

Credit Cards are managed on the Guarantor screen

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Credit Cards are managed on the Guarantor screen

Authorize Credit Card

Authorize Credit Card

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Authorize Credit Card

Authorize Credit Card

Authorize Credit Card

Manage Credit Cards

Automatic Credit Card processing

for Payment Plans

Credit Cards for use in Payment Plans

Monthly Payment Plan Cycle

Setup email and / or text on Payment Plan step

Select Daysheet User for Credit Card Payments

Credit Card actions are stored in notes

Communications tab - View all communications with the patient

View email that was sent

Credit Card Indicator

Credit Card is shown in Inquiry and in Patient Appt Info

Automatic Credit Card processing

for Outstanding Patient Balances

Financial Class setup

Financial Class setup for Credit Card Payment Cycle

Credit Card Cycle Setup

Credit Card Auto Bill Cycle Setup

Credit Card - Auto Payment Cycle

Credit Card - Auto Payment Cycle

Credit Card - Auto Payment Cycle

Credit Card - Auto Payment Cycle

Another example - wait 5 days before billing Credit Card

An email is sent informing the patient that their CC was billed

Sample email to Patient letting them know Credit Card was billed

Sample email to Patient letting them know Credit Card was billed

Sample email to Patient letting them know Credit Card was billed

A Text informing the patient that their CC has been billed

Option of email or Letter

A letter can be sent letting patient know CC has been billed

Credit Card Cycle and Daysheet User

Run Collections - Process New and Process Existing

Option to run Collections for Credit Card Patient Balances

Option to run Collections for Credit Card Patient Balances

Option to run Collections for Credit Card Patient Balances

View Exceptions / Notes - Credit Card Processing Cycle

An option to view Credit Card Notes

Verify patients that had Credit Cards billed

Credit Card Insurance Payments

Insurance Credit Card Payment

Insurance Credit Card Payment

Online Patient Payments

Credit Card Payments entered on Pat Portal or Pat Check-in

Credit Card Payments entered on Pat Portal or Pat Check-in

Credit Card Payments entered on Pat Portal or Pat Check-in

Credit Card Payments entered on Pat Portal or Pat Check-in

Schedule the process to run automatically

Questions?

Up Next we will hear from Tim Martin on Visit Reasons