Processing
payments can be completed by any Affordify platform user.
*Requirements
1)
Sign in from https://affordify.net
2)
Search for the new patient by Name, DOB
(mm/dd/yyyy) or swipe the patient credit card that is on file for the patient OR Click on the “Checkout New Patient”
a)
Complete all required* information if you selected to checkout a
new patient
i)
First Name
ii)
Last Name
iii)
Date of Birth
iv)
Cell Phone
v)
Facility
Once the
above steps are completed, you will be able to collect a payment from a patient
in the section under “Patient Information.”
3)
Select the Provider from
the drop.
4)
Select the tab that
corresponds with the transaction you would like to do
a)
Payment
b)
Pmt. Plan (will be grayed out until Authorization form is on file)
c)
Deposits
5)
Complete all required*
information below
a)
Date of Svc
b)
Description
6)
Select payment method
a)
Existing Card on file if previously entered
b)
New Card
i)
You can swipe the credit by clicking on the swipe card icon OR enter information manually
ii)
Required information for credit card payment
(a)
First Name
(b)
Last Name
(c)
Card Number
(d)
Exp.
(e)
Zip
c)
Terminal
d)
Check
e)
Cash
7)
Select + icon to
add transactions, if applicable
8)
Click “Proceed”
9)
Review Summary
10)
Select Edit if editing is required
11)
Select Checkout to
process payment for patient