Requesting Copays in ICANotes via Nexio
Index
- Sections
- Enter the amount or copay (this information should auto populate if in the insurance information of the patient a copay was already enter)
- Select Credit Card as the Source.
- Click the Charge Credit Card button.
- Enter the Credit Card #.
- Enter the Expiration month (Format MM).
- Enter the Expiration year (Format YY).
- Security code.
- Once finished, click the Charge Credit Card button.
- When the transaction is accepted you will see an Authorization Code. You will be able to
- Click the Back button to return to the New Patient Payment window.
- Once finished, click the Charge Credit Card button.
Credit Card Processing Through The Calendar
1. Go to the patient's appointment (Calendar) to collect the copay. Double click on the appointment.
2. Click on the icon.
3. Under the Copay window:
A. Enter the amount or copay (this information should auto populate if in the insurance information of the patient a copay was already enter)
B. Select Credit Card as the Source.
C. Click the Charge Credit Card button.
4. This will open up a new window. The amount should already be entered.
A. Enter the Credit Card #.
B. Enter the Expiration month (Format MM).
C. Enter the Expiration year (Format YY).
D. Security code.
E. Once finished, click the Charge Credit Card button.
5. When the transaction is accepted you will see an Authorization Code. You will be able to:
A. Click the Back button to return to the New Patient Payment window.
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