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
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: Select a suitable payment gateway such as Stripe etc.
- Account ID: Enter the correct Account ID to be used as default.
- Payment Type: Select the payment type such as CREDIT or DEBIT CARD.
-
Tag Payments To: Choose if you want the payments to be tagged to any of the following options;
- Central Billing Location is the main location of a multi-location practice where all billing takes place.
- The Patient's Default Location is the location assigned to the patient in the PMS.
- Payment Location is the preferred location chosen during the payment process.
-
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.
- Apply Patient Credits added to: Set the Location where the patient credits should be applied.
- Posting Patient Credits Order: Choose the order to post patient credits whether to the Oldest or Newest Balance First.
- Click Save.
Available Services
- To configure Available Services, click Configure on the relevant services such as Text to Pay.
Location Settings
To enable External Payments at a location:
- Select Billing Services.
- Select the required Location.
Case 1: Use a common Account ID for all your locations.
- Select Use Account Settings as Yes.
- Click Save.
Case 2: Use a separate Account ID for the location.
Ensure to select:
- Use Account Settings as No.
- Stripe from the Payment Gateway drop-down.
- Account 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 portal payment settings in CareStack.