How to process patient payments.

How to process patient payments.

Processing payments can be completed by any Affordify platform user.

*Requirements

Processing patient payments in Affordify

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