Enter the patient's credit/debit or checking/savings account information in the PaySimple Payment Information window.
The PaySimple payment Information window also opens when you click PaySimple on the Edit Insurance Payment Window to process a credit card payment, void, or return and when an account is added to the Credit Card Manage window.
Enter a patient's credit or debit card information in the Credit/Debit tab.
Select the Transaction Type. Option not available when adding a card in the Credit Card Manage window.
Sale: A standard credit card charge.
Auth: Add a credit card.
Void: Reverse a sale soon after (same day) it was made.
Return: Reverse a sale one or more days after it was made.
Card Number: Place the cursor in the field then swipe the credit card, or type the credit card number.
Expiration (MMYY): Enter the credit card expiration date. When the card is swiped the expiration date will auto-populate.
Security Code: Enter the security code from the back of the credit card. When the card is swiped the security code will auto-populate.
Name On Card: Auto-populates with the selected patient's name, or, when the card is swiped, the cardholder's name.
Zip Code: Enter the zip code of the cardholder's billing address. When the card is swiped the zip code will auto-populate. When using a card on file, the zip code stored in Credit Card Manage window auto-populates this field.
Amount: The amount entered in the payment window. To edit, cancel the transaction and enter the correct amount in the payment window.
One-Time Payment: Determines whether a token is created and the card is saved in Credit Card Manage to use again later. Option is only available when adding a credit card while processing a payment.
Enter a patient's checking or savings account information in the ACH tab.
Account Type: Select the patient's account type to be used for direct payment, Checking or Savings.
Routing Number: Bank account routing number.
Account Number: Bank account number.
Bank Name: Name of the bank.
Amount: The amount entered in the payment window. If adding the account from the Credit Card Manage window, the Amount field is not visible.
One-Time Payment: Determines whether a token is created and the account information is saved in Credit Card Manage to use again later. Option not available when adding a card in the Credit Card Manage window.