📝 Overview
This article details the exact workflow for running a patient payment in ChiroHD, clarifying all steps shown in the video tutorial. Screenshots illustrate each action for easy reference.
To run a payment in ChiroHD, there are two ways to pull up the patient snapshot:
Click on the patient's appointment on the calendar.
Search for the patient name in the search box.
From the patient snapshot, there are two ways to get to the transaction screen:
Click on the quick button, dollar icon, that says transaction to get to the transaction screen.
Click into the patient's profile, and click on new transaction to take you to the transaction screen.
Click payment.
Enter the provider, payment type and amount and click Submit.
Payment with Integrated Merchant Service
If you are using an integrated merchant service, like Fortis, the Fortis window will pop up to continue the payment and the transaction can be completed by entering the information needed using their system.
A few things to note about the Fortis transaction screen:
This is where you could manually enter a credit card, swipe the card, or use a tap reader.
From this screen, you can also enable a split payment through Fortis, which works just like a transfer, allowing us to split the payment to different patient accounts.
This is the screen where you would save this card in a vault, so it's stored safely for future use.
Payment with Transfer to another patient
To transfer payment to another patient in while in the transaction screen:
Click on Transfer.
Select the patient by searching their name.
Enter the amount that will be transfered to their account.
Click submit.
✅ Key Takeaways
Quick access: Use the Dollar Icon or the New Transaction button for fast payment processing.
Integrated Fortis module: Payment workflow is seamless through Fortis within ChiroHD.
Transfer & split options: Easily distribute payments to multiple patient accounts.
📌 Conclusion
Following these steps within ChiroHD ensures efficient and if using the integrated merchant service, secure processing of patient payments. Use options for transfers, split payments, and card vaulting to streamline workflows and enhance the payment experience for your patients.