RevPayments - Receive Payment

The following instructions are for processing a credit card payment using RevPayments.

Instructions

Process Using a Reader

1. Initiate receive payment. 
2. Complete all required fields. 
3. In the Payment Method field, select Credit Card. Note: The Reader button is enabled by default.
   • On File displays if the guarantor for the patient has credit card information saved. See below for instructions.
4. Select the reader you will use to swipe the credit card from the dropdown menu and follow the prompts on the device.
5. Complete the payment entry.
6. Click 'Process Payment.' Note: A Process Payment modal displays.
7. In the Process Payment modal, click the checkbox for "Save credit card on file," if you wish to save the credit card information to the guarantor's file. See Example
   • If payment is successful:
     • The Process Payment modal closes, the payment is applied, and payment history and notes are updated.
     • The print credit card receipt option is displayed.
   • If payment is not successful:
     • The Process Payment modal remains open and displays a message that indicates why the payment did not process successfully.
     • A Retry button displays. Note: Click 'Retry' or 'Cancel.'

Process Without a Reader - Credit Card On File

The guarantor for the patient must have saved credit card information for the On File button to display.

1. Initiate receive payment. 
2. Complete all required fields. 
3. In the Payment Method field, select Credit Card.
4. Click 'On File.' 
5. Select the appropriate saved credit card from the dropdown menu.
6. Complete the payment entry.
7. Click 'Process Payment.' Note: A Process Payment modal displays.
   • If payment is successful:
     • The Process Payment modal closes, the payment is applied, and payment history and notes are updated.
     • The print credit card receipt option is displayed.
   • If payment is not successful:
     • The Process Payment modal remains open and displays a message that indicates why the payment did not process successfully.
     • A Retry button displays. Note: Click 'Retry' or 'Cancel.'

Process Without a Reader - Manual

1. Initiate receive payment.
2. Complete the Payment Amount field.
3. In the Payment Method field, select Credit Card. 
4. Click 'Manual.'
5. Complete the payment entry.
6. Click 'Process Payment.'
7. In the Process Payment modal, enter card information. Note: If appropriate, click the checkbox for "Save credit card on file." See Example
8. Click 'Process Payment.' Note: A Process Payment modal displays.
   • If payment is successful:
     • The Process Payment modal closes, the payment is applied, and payment history and notes are updated.
     • The print credit card receipt option is displayed.
   • If payment is not successful:
     • The Process Payment modal remains open and displays a message that indicates why the payment did not process successfully.
     • A Retry button displays. Note: Click 'Retry' or 'Cancel.'

Apply Payment Without Processing Card

There may be situations that require the user to run the credit card through the reader independent of the RevolutionEHR integration, (e.g., Credit card was swiped but the sale was not entered into RevolutionEHR). 

1. Initiate receive payment.
2. Complete all required fields.
3. In the Payment Method field, select Credit Card. Note: Reader is enabled by default.
4. Select "Manual."
5. Click 'Process Payment.'
6. In the Process Payment modal, click the link for "Apply payment without processing card." See Example
   • This process does NOT affect the cardholder's account.
7. In the Process Payment modal, select the Card Type from the dropdown menu.
8. In the Reference/Check # field, input appropriate information.
9. Click 'Apply Payment.' Note: The Process Payment modal closes and the payment is applied along with the payment history and notes updated.

Negative Invoice Payment - Payment Method Credit Card

The following information only applies to situations that need to post a negative invoice amount in an overall positive payment group.

• Negative invoice payment allocations are not allowed when the Payment Method is credit card and the payment Location has RevPayments enabled. 
• If the user inputs a negative invoice payment and clicks 'Process Payments,' an error message displays.
  • The user must remove the negative payment to revolve the issue, OR, 
  • The user can select 'Apply payment without processing card' and proceed to apply the credit payment WITHOUT processing the card. This method does not affect the cardholder's account. The credit card must be processed via the terminal.