The Charge Patient option is typically used to collect the client’s balance in advance or immediately after a session.
- Go to the Appointment module. Click on List View from the dropdown.
- In the Manage Sessions screen, apply the necessary filters and click Go to load the filtered sessions.
3. In the Action column, click the three horizontal dots. Select Charge Patient from the list. Charge Patient pop-up window will appear.
- Session Details: Provider Name, CPT Code(s), Date & Time, Status, and Amount. Click the icon next to the CPT code to view authorization details.
- Total Charge Amount: Usually calculated based on the billed rate × CPT code units.
- Extra Charge: In this field add any extra charge needed. Add a description and amount.
- Processing Fee (Optional): Checking the Processing Fee box will add a 3% charge of the processing amount to the client.
- Total Amount: Will provide a gross amount.
- Card on File: If a saved card exists, select it from the dropdown. If not, click Add Payment Method to enter new card details.
- Notes: Add any relevant notes if needed.
- Click Charge to complete the process.
4. A payment confirmation window will appear. Click Charge again in the confirmation window to finalize.
5. Alternatively, you can click the URL link at the top-right corner to send the payment link directly to the patient for them to pay from their side.