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Analytics Payments: Collecting a Payment via Virtual Terminal

Collect single payments using the Analytics Payments Virtual Terminal.

Written by Jolynn Marcum
Updated over a week ago

This article is about our Payments Solution through our Analytics Module. If you are looking for information regarding our Payments Solution the Engagement Module click here.

With the Analytics Payments Virtual Terminal you can quickly and securely collect a payment from a customer over the phone. This new single payment collection option makes it easy to process a payment right while you are on a call with a patient. Once a payment is collected it is securely saved as the Card on File making future payments simple and secure.

Watch this short video to see how it works:

How to Collect Payment

  1. Select the Payments Icon

  2. Click on Payments Dashboard

  3. Select Virtual Terminal by clicking the Collect button

  4. Search for patient name

  5. Click to select the desired patient

  6. Select to collect the default amount or click Other Amount to customize

  7. Select the payment method.

    1. If a credit card has been previously used, it will be saved on file for future use or click to Add Payment Info. Here you can add and save a new card

    2. If a credit card has not been previously used, you will be able to enter in the card information

    3. Select the Save Card for Future Use if you want to save this card information. Click here to learn more about saving a card on file.

    4. Click Next to confirm the payment amount.

  8. Click Make Payment to complete the transaction!

Note: If you are attempting to process an EOB Virtual Card, refer to this article

Important Facts: Card on File

Whenever a credit card information is collected and entered, it will be saved on file for future use by your office. This is securely saved, and only the last 4 digits of the number are visible to the office.

This information can only be edited by the patient by clicking on the payment link that they receive via text or email and removing or adding new payment information.

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