Practice by Numbers

Emily McClendon

Alyssa Elso

Manage transactions, patient balances, and collections.

Payments

Mastering the Payments Table: How to Track, Reconcile, and Act on Patient Payments

How to Track, Manage, and Automate Collections

Understanding the Payments Summary Page

How to Manage the AI Balance Explanation in the Payment Portal

Understanding Payment Method Breakdown Charts

For understanding the dashboard, AR breakdowns, patient statuses, and summaries.

Payments Overview

Charging & Requesting Payments: A Guide to Patient Payments in PbN

Improving Payment Transparency with E-Statements

Address Verification for Card Payments

How to collect payments online and in person, including terminal use and one-time requests.

Charging Patients & Payment Collection Methods

Mastering Payment Settings in PbN: A Complete Guide to Efficient, Automated Collections

Advanced Configuration: Payments Automation & Follow-Up Logic

Advanced Configuration: Payment Follow-up Sequence Setup and Best Practices

How to configure collection workflows, templates, and automation rules.

Automation, Templates & Settings

Reconciliation Feature in Payments

Best Practices for Payment Reconciliation

Why a Payment May Be Incorrectly Synced to Another Family Member

How to Export Payments, Refunds, and Deposits for Reconciliation

Balance Account Top-Ups: How Automatic Top-Ups Work

For backend reconciliation after payments are collected.

Deposits & Reconciliation

Introduction to PbN Payments

Setting Up PbN Payments Services: A Step-by-Step Guide

Comprehensive Guide to PbN Payments Setup and Management

PbN Payments Service: Fees & Surcharging in Canada

PbN Payments Pricing Models: Understanding Your Options

PbN ZeroPay

What are the causes of payment processing errors and how can they be resolved?

Payment Processing Errors

View Saved Payment Methods from a Patient Profile

Everything about PbN’s native payment processing.

PbN Payments

Understanding Disputes in PbN Payments

Tracking and Managing Payment Disputes

How to Handle American Express Disputes with PbN Payments

How to Handle Discover/Diners Disputes with PbN Payments

How to Handle Mastercard Disputes with PbN Payments

How to Handle VISA Disputes with PbN Payments

Disputes/Chargebacks

PbN Point of Sale System: P400 Plus User Manual

PbN Point of Sale System: S1F2 User Manual

Terminal Pricing

How to Change the Terminal Name

Castles S1F2 Terminal: How to Set Up Your Swipe/Contactless Device

First-Time Setup and Configuration of your Terminal - Castles S1F2

How to Retrieve the Transaction and Admin Settings Passcodes for Your Terminal

Making a Payment through the Terminal

Understanding Point of Sale (POS) and Its Role in PbN's In-Person Payment Solutions

Supported Point of Sale Terminals

Ordering POS Systems

Manual Key Entry for POS Payments

POS Transaction Limits

Payment Terminals

Managing Refunds in PbN

Understanding Our Refund Processing Policy

Refunds

Payment Plans

Payment Plan Options

FAQs for Payment Plans

What Happens When a Payment Plan Proposal Expires

Understand available payment plan types and basics.

Payment Plan Overview

How to Create and Manage Installment Plan Options

How to Create and Manage the Pay in Full Plan Option

Reviewing Payment Settings for Payment Plans

Pricing and Fees for PbN Payment Plans

Managing User Roles & Permissions for Payment Plans

Default Payment Notes: Payment Plan Request

Control Patient Notifications for Payment Plan Retries

Set up plans, pricing, permissions, and rules.

Plan Setup & Configuration

How to Offer Payment Plans for Treatment Plans

How to Offer Payment Plans for Custom Amount Requests

Offering Payment Plans for Pending Balances with Automated Payment Campaigns

Preview a Custom Payment Plan Request Before Sending

Present and assign payment plans to patients.

Offering Payment Plans

How to Guide Patients to Accept a Payment Plan

Help patients review and accept payment plans.

Patient Acceptance & Guidance

How to Manage Patient Payment Plans

Payment Plan Agreements – Upload & Manage Documents

Mark a Delinquent Payment Plan as Paid Offline

Adding Notes to Payment Plans

Scheduled Activation for Accepted Payment Plans

Control Patient Ability to Pay Partial Amounts on Pending Balances

Adjusting Payments for Overpayments on Scheduled Installments

Understanding the Needs Attention Feature for Payment Plans

Monitor, update, and maintain active plans.

Managing Active Payment Plans

How Can Patients Make Payments Using the Public Payment Portal?

How Can Patients Manage Their Payment Plans from the Patient Portal?

Understanding Cloudflare Turnstile in the Online Payment Portal

Enable patient self-service payments and access.

Patient Portal & Public Payments

Understanding the Payment Plans Dashboard

Payment Plan Insights & Reporting

Stripe Fees & Payment Processing Overview

Changes to Stripe External Payments Tracking and PMS Sync

Limitations of Stripe Integration (vs. PbN Payments)

How to Connect Your Stripe Account to PbN

A standalone section for Stripe-specific setup and limitations.

Stripe

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