Articles in this section

See more

Manage the Payment Transactions List

Aishwarya Nair
  • Updated
Follow

The Payment Transactions List allows offices to access the payment transactions processed through one or more payment gateways linked to CareStack.

To access the Transactions List, perform the steps below:

  • Navigate to the System Menu > select Payment Transactions List.

Once you are on the Payment Transaction List, you will find:

  • The Service as Stripe.
  • Account ID: Each Location has a unique location Account ID, choose the desired.

  • Select Period: The displayed Time Period will automatically default to 'Today'.
    • You can select transactions from the last 7 days, 30 days, WTD (week to date), or MTD (month to date). 

  • Click Generate to show the transaction list.

Information in the generated Payment Transactions List includes:

  • Payment Date
  • Receipt Number
  • Location
  • Merchant Transaction Number
  • Payment Method
  • Paying Entity Name
  • Payment Method Amount
  • Unapplied Funds
  • Payment Category
  • Transaction processor User's Name
  • Transaction's Current Status 

The Payment Transaction list allows you to take action on receipts:

  • On receipts that are approved and processed, we will have the option to Void the transaction.
  • The void option functions like a refund, if Stripe is the payment service, since CareStack does not support refunds.
  • If you use Void, it deletes the receipt from the patient ledger and refunds the amount to the patient.

To Void a transaction,

  • Click Void on the desired transaction receipt.

  • A Void Receipt(s) modal appears, displaying a warning about the actions that will be performed.
  • It will also contain a textbox to enter the Reason for Voiding Receipt.
  • Click Delete and Refund Receipt to proceed.

Note: 

  • Partial voids are not supported at the receipt level. 
  • When a receipt is voided, all associated actions such as payment applications, adjustments, and refunds will be reversed, and the receipt will be deleted. 
  • The full amount will then be refunded through the payment gateway. 
  • CareStack now supports refunds and partial refunds via Stripe.

  • A toast notification will appear on the top right stating,'Receipt voided successfully'.

  • Once the transaction is Voided a label will appear to the corresponding receipt. 

  • Hovering over the 'i' icon shows Receipts deleted in Stripe.

For approved transactions without a receipt in the system, you can manually create a receipt.

  • If transactions processed through Stripe didn’t post to CareStack’s Patient Ledger, use the Create Receipt option.
  • The Create Receipt option appears only when no receipt exists in the patient ledger but the transaction is recorded in the Stripe Portal. 

  • If you were to click Go to Merchant Portal, you will be routed directly to the Stripe Portal.

  • Regularly checking the Payment Transactions List ensures accurate reflection of Merchant portal transactions in CareStack, aiding financial reconciliation.

Practices can utilise this simple guide for a quick overview of the Payment Transactions list.

Related articles