TheraManager Help Note

Transcription

1 TheraManager Help Nte Subject: Credit Card Payment This Help Nte describes the CARD selectin when entering a credit card payment. Yu can enter a card payment n: The Appintments screen, upn either psting an appintment r supply item The Payments screen: Insurance fr entering virtual credit card remittances Patient fr entering payments frm patients ther than when psting an appintment r supply item Other fr entering payments frm ther surces than insurance r patients As f prgram releases dated Octber 2017, TheraManager des nt retain credit card infrmatin. SkyBank merchants have card infrmatin retained by SkyBank. USAePay merchants must key card infrmatin with each payment. Befre attempting t enter a credit card payment, yu shuld ensure that yu have: Applied yur vendr ID, username and passwrd frm SkyBank t the apprpriate fields in the Administratr Electrnic Setup screen (Setting Up Credit Card Billing.pdf) AND [OPTIONAL] Installed the credit card swiper (Installing the Credit Card Swiper.pdf) As needed fr the fllwing steps, refer t the applicable Help Nte n psting an appintment r entering a patient payment. Screen Start at Appintments Payments [subscreen] Task Within the Pst Appintment frm, select Screen Respnse At Payments, select (Nte 1) Leave blank (Nte 2) Last updated: February 28, 2018 TheraManager Dcutrac Page 1 f 5

2 TheraManager Help Nte In r, enter the amunt t be charged [IF SWIPER INSTALLED] Swipe the patient s credit card Within the Pst Appintment frm, click CREDIT CARD TRANSACTION bx appears, cntaining data derived frm the Patient Bill-Payers screen (Ntes 3, 4, 5 and 6) At Payments Patients, click [IF SWIPER NOT INSTALLED] Enter the credit card transactin number (r any ther set f characters) in the CREDIT CARD TRANSACTION bx (Ntes 3, 4 and 5) Click (Ntes 7 and 8) CREDIT CARD TRANSACTION bx clses Transactin data upladed t gateway Last fur digits f card number will appear n patient s bill Payment recrd appears n Accunts Patient s Bills (with last fur digits f card number) Payments Other (with Reprts ) and Transactins Accunts (with Checking Earnings and ) Checking Accunt (Nte 9) Last updated: February 28, 2018 TheraManager Dcutrac Page 2 f 5

3 TheraManager Help Nte Task If yu have installed the swiper (indicated by checked) AND the card is present Swipe the card Screen Respnse fields are ppulated Enter, then click (Ntes 7 and 8) CREDIT CARD TRANSACTION bx clses Transactin data upladed t gateway Last fur digits f card number will appear n patient s bill Payment recrd appears n Accunts Patient s Bills (with last fur digits f card number) Payments Other (with Reprts ) and Transactins Accunts (with Checking Earnings Checking Accunt and ) Last updated: February 28, 2018 TheraManager Dcutrac Page 3 f 5

4 TheraManager Help Nte Ntes 1. D nt enter anything in. If yu d The CREDIT CARD TRANSACTION bx will nt appear and the payment will nt be prcessed nly the payment will be recrded with descriptin. 2. Leave blank unless: Yu are nt set up t prcess card payments via TheraManager (i.e., yu run the card separately frm TheraManager) but nnetheless wish t recrd a payment Yu wish t enter a chargeback recrded by the card vendr see Entering a Credit Card Chargeback.pdf as needed 3. If is disabled Yu must g t the Administratr Electrnic Setup screen and ensure that is checked. See Setting Up Credit Card Billing.pdf as needed. 4. The and are masked (*************). 5. If the data in the sectin is incrrect Uncheck t erase all fields in this sectin. 6. [USAePAY MERCHANTS ONLY] If yu had previusly keyed in a patient s credit card data Upn swiping the card, TheraManager will regard the data as swiped (thus, fr Visa, MasterCard r Discver, lwering yur prcessing fee by 40 basis pints per transactin!). 7. Uncheck bth and t clear and reset the data in this sectin. If yu click Yu will see the dialg t clse the bx and restart the psting sequence Last updated: February 28, 2018 TheraManager Dcutrac Page 4 f 5

5 TheraManager Help Nte Click Yes The cntent frm Patients Bill-Payers will appear in this bx Click N The cntent f this bx will be blank. Yu can either re-enter the card infrmatin at Patients Bill-Payers r swipe the card drpdwn selectins: Sale Authrizatin nly Capture Prir Authn Credit Vid Vice Cardhlder accunt debited, payee accunt credited Authrizatin number fr current transactin retained Authrizatin number fr prir transactin retained Payee accunt credited nly Prir Sale vided [Nt applicable] 8. If yu vid a credit card payment The recrd will remain in the sectin f this screen. See Viding a Credit Card Payment.pdf. Last updated: February 28, 2018 TheraManager Dcutrac Page 5 f 5