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Changes for page Patient Payment

Last modified by Bailee DeBord on 2024/04/23 00:06
From version 1.1
edited by Bailee DeBord
on 2024/04/22 18:42
Change comment: There is no comment for this version
To version 5.1
edited by Bailee DeBord
on 2024/04/22 23:01
Change comment: There is no comment for this version

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1 -This page goes over how to make a patient payment
1 +=== This article details how to add a payment that comes directly from the patient. ===
2 2  
3 -[[image:1713809469805-220.png]]
3 +When you receive payments directly from your patients, whether copays or later payments towards deductibles or patient responsibility, it’s important to know how to enter these.
4 4  
5 +=== For Payments made via Patient Appointment Check-Out ===
5 5  
6 -8. Select the payment type. Most transactions should be labeled as "FFS - Fee for Service" or for the Medicare non-covered charges of $20.00 "PR - 96 - Non-covered charges."
7 +~1. Navigate to the appointment Check-Out page.
7 7  
8 -[[image:1713810106570-100.png]]
9 +2. Click **Make Payment**
9 9  
10 -9.  Now enter the payment amount.
11 +3.  Enter the payment details
11 11  
12 -[[image:1713810167050-123.png]]
13 +* **Payment Type** - Almost always "FFS - Fee for Service" or "PR-96 - non-covered charges"
14 +* **Amount **- The amount being paid by the patient towards their balance
15 +* **Payment Method **- Cash, Check or, Debit/Credit card. 
16 +** Debit/Credit card has three options for check out; Swipe, Manual Entry, and Card on File. Each will prompt you on how to complete the transaction
17 +* **Transaction date** - Date transaction was/is processed.
18 +* **Provider** - Automatically set by ChiroTouch.
19 +* **Location** - What business did the visit occur for? Global Healing Network = NMT and Columbia Chiropractic Clinic = Chiropractic.
20 +* **Ledger Note** - Include type of service and date of service. Include any other relevant details.
13 13  
14 -10. Select he Payment Method. We accept cash, check or credit/debit card. Clicking into each payment method will show options for each.
22 +**Note: The ledger note must be filled out before you process card payment. Card payment automatically moves past the patient payment screen.**
23 +
24 +[[image:1713825785070-614.png]]
25 +
26 +7. For cash and check payments click POST. Card payments will automatically take you to the page to print or email a receipt.
27 +
28 +=== For Payments made via the Patient Ledger ===
29 +
30 +**Note:** that while you’ll probably be entering copays from the check-in or check-out screens, you can also enter copays using this method.
31 +
32 +While most ledger activities can be done from either the patient’s Ledger or the Practice Ledger, patient payments can only be entered from the patient’s Ledger.
33 +
34 +~1. Navigate to **Patients**.
35 +
36 +2. Search for and select the patient’s profile.
37 +
38 +3. Click the **Ledger** tab.
39 +
40 +4. Click **Add New Payment**.
41 +
42 +[[image:https://chirotouch.my.site.com/cloud/servlet/rtaImage?eid=ka9Qi000006FdHC&feoid=00N3Z00000CK8NB&refid=0EMQi000001nfHZ||alt="click add new payment"]]
43 +
44 +5. Select the **Patient Payment** card.
45 +
46 +6. Enter the payment details.
47 +
48 +[[image:https://chirotouch.my.site.com/cloud/servlet/rtaImage?eid=ka9Qi000006FdHC&feoid=00N3Z00000CK8NB&refid=0EMQi000001nfJB||alt="enter the payment details"]]
49 +
50 +7. Click **POST.**
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52 +
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