The Payment Transactions List in CareStack allows you to view an exact copy of the Debit Card and ACH or check transactions processed through the integrated merchant processor within the last thirty days.
Take a look at this tutorial for a brief walkthrough.
To access this List, perform the steps below.
Navigate to the System Menu > select Payment Transactions List.
Use the Service dropdown to switch between different Merchant Services, like CS Pay, BluePay, and Rectangle.
Use the Merchant ID dropdown to switch between multiple Merchant IDs for the accounts that are listed.
| Note: More than one Merchant ID is common in multi-location office where each ID corresponds to a specific location. |
Use Select Period to view transactions from today, the last 7 days, 30 days, week-to-date (WTD), or month-to-date (MTD).
Click Generate, to generate the Payment Transaction List
Information in the generated Payment Transactions List includes:
- Payment Date
- Receipt No.
- Location
- Merchant Transaction No.
- Payment Method
- Paying Entity Name
- Payment Method Amount
- Unapplied Funds
- Payment Category
- Transaction processor User Name
- Current Status of the Transaction
| Note: If a transaction has not yet been voided, you can void it. This action deletes the receipt from the patient ledger and refunds the full amount to the patient’s original payment via the relevant payment gateway (CS Pay/BluePay). |
Click Delete Receipts for transactions that are refunded.
Click Create Receipt in the far-right column to add transactions to the Patient Ledger that were processed through the Merchant portal but did not post to CareStack.
| Note: The Create Receipt option appears only when there is no existing receipt in the patient ledger and the transaction has been recorded on the Merchant Portal. |
Click Go to Merchant Portal shortcut at the top right to go straight to your Merchant Portal.
| Note: Regularly checking the Payment Transactions List ensures accurate reflection of Merchant portal transactions in CareStack, aiding financial reconciliation. |
Here is a GIF for a quick look.
Refer to this guide for a quick overview of the Payment Transactions List, reflecting Merchant Portal activities.