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
![Payment Summary](https://media.screensteps.com/image_assets/assets/000/493/473/original/18bcb9bc-8b97-432e-9131-8919c5707ce4.png)
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
![- Payment Details](https://media.screensteps.com/image_assets/assets/000/493/470/original/0aa206b2-7248-4fd2-a60d-54943b1d9603.png)
- 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
![Actions](https://media.screensteps.com/image_assets/assets/000/538/509/original/ddd70579-0ded-4c84-8cc0-c999f7a48530.png)
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
![Refund Payment](https://media.screensteps.com/image_assets/assets/000/538/544/original/778b27d7-75e0-4885-9fef-98e834121bb5.png)
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.
![Refunding](https://media.screensteps.com/image_assets/assets/000/538/542/original/6129cb4c-193a-4bd1-b8f1-837d9db78711.png)
You will then be asked to confirm the refund amount. Click Refund Payment to continue.
![Refund Succeeded](https://media.screensteps.com/image_assets/assets/000/538/546/original/a2fe3406-0c85-4e51-8a06-8ec34f0eb388.png)
The Refund Succeded screen will display. Click Finish.
![Refund Details](https://media.screensteps.com/image_assets/assets/000/538/548/original/67d8dee7-2fee-4393-a93a-45f6b34601a0.png)
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.