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Changes for page Patient Payment

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

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1 -=== This article details how to add a payment that comes directly from the patient. ===
1 +This page goes over how to make a patient payment
2 2  
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.
3 +[[image:1713809469805-220.png]]
4 4  
5 -=== For Payments made via Patient Appointment Check-Out ===
6 6  
7 -~1. Navigate to the appointment Check-Out page.
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."
8 8  
9 -2. Click **Make Payment**
8 +[[image:1713810106570-100.png]]
10 10  
11 -3.  Enter the payment details
10 +9.  Now enter the payment amount.
12 12  
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.
12 +[[image:1713810167050-123.png]]
21 21  
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.**
51 -
52 -
53 -
14 +10. Select he Payment Method. We accept cash, check or credit/debit card. Clicking into each payment method will show options for each.
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