Highlights:
• Reduce costs
• Reduce errors
• Reduce paperwork
• Reduce auditing time
• Under 5 seconds processing time
supporting all major credit cards
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Auto Receipts!
The first
step is to set up the patient as an auto receipt in the
contract section of the patient’s file if you haven’t
already. You’ll
find the auto receipt button in the middle of the screen.
You then set them up on
whatever schedule is
appropriate.
Next you would want to add their credit card information in
the
responsible party section of the patient’s file. This is
where auto
receipts will pull from when you run the payments every
month.
Once
you have everyone set up as an auto receipt and the
patient’s credit card information entered, you’re ready to
use
auto receipts to process payments!
When
the day comes to process payments, simply click on “auto
receipts review” from daily activities. You’ll see everyone
listed. You would then click select all and make sure “use
vp
credit card integration box is checked” then post! (note:
if there
are any patients that won’t pay on that day you can simply
un check
the appropriate box.)
You’ll see auto receipts doing the work that used to take
you hours! When it’s done, you’ll get a note pad that will
open and list any transactions that were declined. (note:
it will only post those that are approved)
Steve Hester Ortho II Software
/ X-Charge Specialist
Phone: 800.637.8268 ext 237
Fax: 484.910.4268
Email:
steve.hester@x-charge.com
