Skip to Content

Wiki source code of Patient Payment

Last modified by Bailee DeBord on 2024/04/23 00:06
Show last authors
1 === This article details how to add a payment that comes directly from the patient. ===
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.
4
5 === For Payments made via Patient Appointment Check-Out ===
6
7 ~1. Navigate to the appointment Check-Out page.
8
9 2. Click **Make Payment**
10
11 3.  Enter the payment details
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.
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 8. You will be directed to the Payment Page. From here you will be prompted to Allocate payment (only available if the patient paid more than their balance), Print Receipt, or Email receipt. You can also select close if the patient opts out of a receipt.
53
54 [[image:1713830483844-276.png]]
55
56 Select one of the options and **YOU'RE DONE!**
57
58