This article outlines the steps to capture patient payments accurately in the invoicing system.
Terminal
Key Steps
Navigate to invoice 0:01
Navigate to the desired invoice and verify that all charges look accurate.
Click Patient Payment
Click Patient Payment and verify the default payment amount, which is set to the full charge.
Modify the Payment Method and Payer Details if required.
Confirm that this amount reflects the total due from the patient. If the patient is making a partial payment, changes can be made here. To view all line items, click the down arrow next to the payment amount. Then, enter the specific amount the patient will pay.
Add the Payment 0:47
Click the Add Payment button to record the payment.
Ensure that the payment reflects correctly in the system.
Manually Entering a Credit Card
Steps
Open the Invoice 0:14
Access the invoice for the patient.
Ensure you have the correct patient information.
Click on Patient Payment 0:29
Locate and click on the 'Patient Payment' option.
Update Charges if Necessary 0:41
Review the charges listed.
Update any charges if the patient is making a partial payment, or proceed with the full payment.
Select Payment Method 0:52
The system defaults to credit card via terminal.
To switch to manual entry, select 'Credit Card Stripe' from the dropdown menu.
Enter Credit Card Details 1:03
Click on 'Enter Credit Card Details'.
A pop-up will appear for you to input the patient's credit card information.
Collect Payment 1:13
After entering the credit card information, click 'Collect Payment'.
The payment will automatically post to the invoice and to Stripe.
If you have any questions, please refer to Barti's Help Center or create a support ticket at support.barti.com.