Process a Credit Card Payment from the Calendar Appointment
Overview
To use the payment processing feature, you must first sign up for credit card processing through our partner, Nexio. Learn more about this feature and get started here: https://nex.io/partnerships/icanotesplus-lp/
Note: In order to process credit card payments for a client, they must have an email address entered in their chart.
Processing a Credit Card Payment from the Appointment
Open the Calendar and click on the appointment for which you'd like to process a credit card payment
The Session Details window will appear. Mark the session Status as Occurred, Arrived or Checked-In to reveal the option to collect payment. If your client does not have insurance, choose "Pay without insurance" to reveal the Payment Amount field. For clients with insurance, you can choose to process payment for the Copay Due or type in Other Amount.
When ready, click Add Payment.
Choose Credit Card as the payment method and add a Description, if needed. Click Add Payment to continue.
Enter Card Information and Billing Information in the Make A Payment window. If you wish to save this client's card on file with the practice, check the box labeled Save card on file. You will also be able to set this as the default card on file, if desired.
When ready, select Review Payment to proceed.
Note: If the client already has a card saved on file, you will have the option to choose the existing card or add a new card.
To proceed with processing this credit card payment, click Submit.
You will see confirmation that the payment was successfully processed. You may Print a confirmation page, if needed. Otherwise, Close the window.
Click the notifications bell in the application to see when a payment attempt is successful and when the payment has been successfully collected.
Link the Appointment to the Note
In the Account Ledger, located in the Billing tab of the client's chart, the payment collected from the appointment will show unapplied. You will be able to link this payment to the encounter by linking the appointment to your note.
Upon creating your note, use the Link Note to Appointment button within the work area of your note to tie the appointment and payment to the encounter.
Select the appropriate appointment (it will highlight green to show your selection) and then click Save.
Once linked, the service code and associated charge documented in your note will show linked to the payment in the Account Ledger.
FAQs
You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.
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Need additional assistance?
Phone: 443-203-5857
Text: 866-301-0085
Email: ticket@icanotes.com
Chat: http://app.icanotes.com
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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.
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