Let's explore how to configure the External Payments (previously Portal Payments) in CareStack to manage patient payments through all external payment channels.
Watch this video for a comprehensive walkthrough.
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 Stripe as the payment gateway.
- Account ID: Enter the correct Account ID to be used as default.
- Payment Type: Select the Payment type from the list.
-
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 system.
- Payment Location is the location chosen during the payment process.
-
When Patient Credits are added: Choose the outcome for patient credits.
- 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.
- 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 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 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.
- Select Payment Gateway as Stripe.
- Enter the Account ID.
- Choose the Payment Type.
- Click Save.
Practices can use this simple guide to learn how to configure external payment settings in CareStack.