Index

• Sections
  • Choose a charge if more than one.
  • Click the code tab.
• Click the "Add Patient Payment."
  • The amount of payment.
  • Select Credit Card.
• Click the Charge Credit Card button.

To apply for credit card processing:

Start your online application to process credit card payments in ICANotes using this form. 

Contact CMS to negotiate a rate and set up a merchant account:
phone: 801-623-4000, Opt. 9 (alternate phone: 877-267-4324)
email: support@cmsonline.com or 801-623-4000, press 2.

After completing the sign-up process, you may choose to purchase a card reader and swipe credit cards to have the charge processed automatically in ICANotes. If you already have a card reader, try it first, however please note that only card readers which function as a keyboard will work. This card reader, the MagTek Magstrike Mini, has been successfully tested with ICANotes.

To process credit card payments:

1. Go to Patient Accounts for the desired patient, and open a new or existing service charge by using the pencil icon. 

2. When the Add Service window opens, follow these instructions:

A. Choose a charge if more than one.

B. Click the code tab.

C. Click the "Add Patient Payment."

3. Under the Patient Payment window, fill out:

A. The amount of payment. 

B. Select Credit Card. 

C. Click the Charge Credit Card button.

4. This will open up a new window. The amount should already be entered. Enter the Credit Card # and Expiration date. Once finished, click the Charge Credit Card button.

The charge will process. 

5. When the transaction is accepted you will see a Transaction ID and Authorization Code. You will be able to print a receipt, save as PDF, or hit the back button.

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Common Questions

Problem: How to process Credit Card charges with CMS in ICANotes.

Solution: Follow the steps below to resolve quickly.

1. Check prerequisites and permissions.
2. Follow the configuration steps.
3. Verify the result and retry if needed.