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Changes for page Patient Payment

Last modified by Bailee DeBord on 2024/04/23 00:06
From version 1.2
edited by Bailee DeBord
on 2024/04/22 19:09
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 -==== ====
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 -==== Patient Payments from Patient Check-Out ====
5 +=== For Payments made via Patient Appointment Check-Out ===
6 6  
7 -~1. From the Patient Check-Out screen click the "Make Payment" button.
7 +~1. Navigate to the appointment Check-Out page.
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9 -[[image:http://www.ghn.wiki/bin/download/Front%20Desk/ChiroTouch/Patient%20Check-Out/WebHome/1713808895669-924.png?rev=1.1||alt="1713808895669-924.png"]]
9 +2. Click **Make Payment**
10 10  
11 -This will bring you to the Patient Payment screen.
11 +3.  Enter the payment details
12 12  
13 -[[image:1713809469805-220.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.
14 14  
15 -2. 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."
22 +**Note: The ledger note must be filled out before you process card payment. Card payment automatically moves past the patient payment screen.**
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17 -[[image:1713810106570-100.png]]
24 +[[image:1713825785070-614.png]]
18 18  
19 -4. Now enter the payment amount.
26 +7. For cash and check payments click POST. Card payments will automatically take you to the page to print or email a receipt.
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21 -[[image:1713810167050-123.png]]
28 +=== For Payments made via the Patient Ledger ===
22 22  
23 -4. Select he Payment Method. We accept cash, check or credit/debit card. Each payment method requires different information to be filled out.
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.
24 24  
25 -* Cash - Requires only the amount the patient is paying towards their balance.
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.
26 26  
27 -[[image:1713812627613-400.png]]
34 +~1. Navigate to **Patients**.
28 28  
29 -* Check - Requires payment amount and check number.
36 +2. Search for and select the patient’s profile.
30 30  
31 -[[image:1713812703672-363.png]]
38 +3. Click the **Ledger** tab.
32 32  
33 -* Credit/Debit card - Requires payment amount and provides the option to pay via Card Swipe, Manual Card Entry and Card on File.
40 +4. Click **Add New Payment**.
34 34  
35 -Note: For processing Debit/Credit card transactions the Ledger Note must be filled out first, otherwise it will process to the payment allocation page and you will have to go to the patients account to add a Ledger Note.
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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