You can override account-level configuration for billing services for any location that you prefer.
Let's explore the areas that you can override and set location-level configurations.
To do this, perform the steps below.
- Navigate to the System Menu > Practice Settings > Payments & Billing > Services.
- Select the Billing Services tab > click on the intended location.
- Here you can see four tabs namely Payment Gateway, Portal Payments, Electronic Attachment, and Claim Connect.
1. Configure Payment Gateways
- Click on the Payment Gateway tab.
- Select the required payment gateway to configure for the selected location such as CS Pay, BluePay, Apex Payments, or Rectangle.
- Click Edit.
- Set No for Use Account Settings option. This will override the account level settings for the payment gateway.
- Set Yes for Enable CS Pay/BluePay, Apex Payments/Rectangle.
- Now you can add a Merchant ID and configure further as needed.
- Click Save after the configuration is done.
2. Portal Payments
- Click on the Portal Payments tab.
- Click Edit.
- Set No for Use Account Settings option. This will override the account-level settings.
- Select the intended Payment Gateway for portal payments of the selected location.
- Add Merchant ID and Payment Type > click Save.
3. Electronic Attachment
- Click on the Electronic Attachment tab.
- Click Edit.
- Set No for Use Account Settings option. This will override the account-level settings.
- You can choose CS Attachments or NEA Attachment for the location as preferred.
- If you select CS Attachments, enter other required information such as the Address > click Save.
4. Claim Connect
- Click on the Claim Connect tab.
- To enable Claim Connect, click Edit.
- Set Yes for the Enable option.
- Enter Username and Password > click Save.
Practices can use this simple guide to learn how to configure Billing Services at Location Level by overriding account level settings in CareStack!