Clinic: Managing Patient Payments in myHEALTHware
Managing Patient Payments Video
View Patient Payments
To view a list of patient payments that have been received, click the Payments tab , then select Received. The Received tab will display all payments that have been received by the clinic.
- Payment Summary
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The top of the screen will display a summary of the patient payments that have been received.
- Payments: The total number of payments that are being displayed.
- Total: The total amount collected from patient payments.
- Net: The amount collected from patient payments after transaction fees have been applied.
- Filter: Filter your view of payments by All, Unread, and Archived.
- Date Range Filter: Filter your view of patients by selecting a date range. Options include: custom date range, all payments, today's payments, payments in the last 7 days, payments this month, payments last month, payments this year, payments last year, and payments in the last 12 months.
- Expand (+): Expand details of the payments displayed.
- Export to CSV: To export the payment list to CSV, click the Export to CSV button.
- Payment Details
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- Expand Details: Click the arrow to view payment details.
- Payment Date: The date the payment was submitted by the patient.
- Payment Type: The payment method (Visa, Mastercard, bank account, etc.)
- Reference Number: The reference number that the patient included with their payment. This can reference the invoice number, statement number, or account number.
- Patient Name: The name of the patient who submitted the payment. Hover the mouse over the patient name to see additional details including the patient picture, DOB, and SSN.
- Payment Amount and Fee: Details of the patients payment amount and the transaction fee.
- Payment Status: Displays the status of the payment including "Payment Successful", "Payment Pending", or "Payment Failed".
- Confirmation Number: The confirmation number for the payment.
Actions
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Clicking on a specific payment will present the clinic staff wtih the following actions:
- View Receipt: View the receipt that was stored for the patients payment.
- Download Receipt: Download the receipt to your computer.
- Refund Payment: Refund the payment to the patient.
- Mark as Read/Unread: Mark the payment as Read/Unread.
- Archive Payment: Move the payment to the Archive folder.
Refunding a Payment
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To refund a partial or full amount of the payment to the patient, click on "Refund Payment" in the Actions menu.
Next, select either Full Refund or Partial Refund. If choosing a partial refund, enter the amount of the refund. *Note: Partial refunds are only available for payments made through credit or debit cards.
Click Submit to process the refund.
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You will then be asked to confirm the refund amount. Click Refund Payment to continue.
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The Refund Succeded screen will display. Click Finish.
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Refunds will display on the Payment list. The "R" symbol indicates a full refund. The "PR" symbol indicates a partial refund.
To see the details of the refund, expand the payment details.