In Practice by Numbers, charging a patient or requesting a payment can be accomplished in several ways. Below are the methods and the detailed functionalities available on the payment pages.
Accessing the Charge/Request Payment Page
Payments Button
Locate the Payments Button: The Payments button is on the bottom left-hand side of every PbN page.
Open Charge/Request Payment Page: Clicking this button will open the Charge/Request Payment page, where you can search for the patient.
Patient Window
Open Patient Window: Navigate to the patient's profile.
Access Payment Options: Click on the three dots next to the patient avatar.
Select Charge or Request Payment: Select either Charge or Request Payment at the top of the page.
Payment Page Actions
Navigate to Payment Page: From the main menu, open the Payment page.
Select Payment Method: Click the credit card icon under Actions to initiate the payment process for the patient.
Functionalities Available on the Payment Pages
Charge Now Tab
Patient Selection: You can search and select the patient you want to charge.
Pending Balance or Custom Amount: Choose to charge the patient's pending balance or enter the amount to be requested.
Payment Method: Choose the preferred payment method (Point of Sale or Credit/Debit Card).
Surcharge Options: Option to add a surcharge fee to the customer.
Charges Overview: Displays the breakdown of charges, including any surcharges.
Request Payment Tab
Patient Selection: Similar to the Charge Now tab, you can search and select the patient.
Pending Balance or Custom Amount: Choose to charge the patient's pending balance or enter the amount to be requested.
Custom Note: Add a custom note to provide additional information regarding the payment request.
Upload Statement: Option to upload a statement related to the payment request.
Communication Options: Choose how to notify the patient (Send Email, Send Text).
Follow-ups: Option to add the payment request to follow-ups for tracking.
Payment Methods
Manage Cards: Add and edit cards saved to a patient's overview.
Example Scenarios
Scenario 1: Charging a Patient Directly
Step 1: Click the Payments button on the bottom left-hand side.
Step 2: Search for the patient and select Charge Now.
Step 3: Enter the charge amount, select the payment method, and decide whether to add a surcharge.
Step 4: Review the charges overview and click Initiate Payment.
Scenario 2: Requesting Payment from a Patient
Step 1: Open the patient window and select Request Payment.
Step 2: Enter the amount to be requested and add a custom note if necessary.
Step 3: Upload any related statements and choose to notify the patient via email or text.
Step 4: Click Request Payment to send the notification to the patient.