What is the Payments Dashboard?
The Payments Dashboard shows all your payment requests, past and present, with each one's status.
How do I open the Payments Dashboard?
In the left-hand menu, under Additional Products, click Payments.
Click the Dashboard tab at the top of the page
How do I find a specific payment?
Type in the search field. You can search by:
Patient
Dollar amount
Requester, the staff member who sent the request
Date
How do I sort the list?
Click any column header to sort by that column.
How do I see more details about a payment?
Click the payment to expand it and see more details.
What does each status mean?
Status | What it means |
Requested | The request was sent but hasn't been paid yet. |
Partially Paid | The patient paid less than the amount requested. |
Paid | The patient paid in full. |
Cancelled | Your practice cancelled the request. |
Void | The payment was voided before it was processed. |
Refund | The payment was refunded. |
How do I void or refund a payment?
Find the payment on the Dashboard.
Click the three dots (⋯) on the right side of the row.
Choose the action.
Confirm in the window that opens.
The payment's status changes once the action is done.
What's the difference between a void and a refund?
It depends on whether your nightly reconciliation batch has run yet:
If the nightly batch… | The payment is… |
Hasn't run yet | Voided |
Has already run | Refunded |
Updox chooses automatically. You might see both options, but Updox uses the right one for you.