Let's explore how to configure the External Payments (previously Portal Payments) in CareStack to manage patient payments through all external payment channels.
Topics Covered
Watch this video for a quick walkthrough.
To configure External Payments, perform the steps below.
- Navigate to the System Menu > select Practice Settings > Payments & Billing > Services.
Account Settings
- Select the External Payments tab.
- Click Edit on the Account Settings section.
Configure the Account Settings below:
- Enable External Payments: Select Yes or No to enable or disable all external payments.
- Payment Gateway: Choose the payment gateway as CS Pay from the drop-down menu.
- Default Merchant ID: Enter the correct Merchant ID to be used as default.
- Payment Type: Select the payment type, such as CREDIT or DEBIT CARD.
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Tag Payments To: Depending on the practice’s need, you can tag the payment in the following ways:
- Central Billing Location is the main location of a multi-location practice where all billing takes place.
- The Patient's Default Location is the default location of the patient in the system.
- Payment Location is the location chosen during the payment process.
- Central Billing Location: Choose the location to be designated as the central billing location for a large practice.
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When Patient Credits are added: Choose the outcome for patient credits.
- Leave Payments as Unapplied Credits in the Patient Account: The payment is added to the account but not applied to any codes automatically, giving you full control of how and when they are applied.
- Automatically Post the Credits Against the Patient Balance: The payment is added to the patient and applied to codes under that single patient member, oldest to newest.
- Automatically Post the Credits Against the Account Balance: The payment is added to the patient and applied to the codes under any account member from oldest to newest.
- Automatically post the credits against the patient balance first, then post the remaining against the account balance.
- Posting Patient Credits Order: Choose the order to post patient credits whether to the Oldest or Newest Balance First. According to the practice’s need, choose how to post the patient’s credit.
- Apply Patient Credits added to: Set the Location where the patient credits should be applied.
- Click Save.
Available Services
To configure Available Services,
Click Configure on the relevant services such as Text to Pay or Payment Link.
Location Settings
To enable CS Pay for External Payments at a location:
- Select Billing Services.
- Select the required Location.
- Select External Payments.
- Click Edit.
Case 1: Use a common Merchant ID for all your locations.
- Select Use Account Settings as Yes.
- Click Save.
Case 2: Use a separate Merchant ID for the location.
Ensure to select:
- Use Account Settings as No.
- CS Pay from the Payment Gateway drop-down.
- Merchant ID from the drop-down.
- Choose the Payment Type to show against the External Payments.
- Click Save.
Practices can use this simple guide to learn how to configure external payment settings in CareStack.