Process Virtual Card Payment

Virtual cards are a payment method for insurance companies, health plans, and third-party payment vendors to issue payments to practices for patient services. Tebra Payments activated practices can use this feature to securely deposit funds from a virtual card into the designated bank account. Virtual card payments are displayed in the Transactions with Virtual Card as the Type.

For Patient Collect (Stripe) activated practices, review Patient Collect (Stripe): Process Virtual Card Payment.

Note: Processing a virtual card payment does not transfer to the Desktop Application (PM) as an unapplied insurance payments. If applicable, enter an insurance payment in the Desktop Application (PM) to manually apply payments to the appropriate service lines. To learn how to process virtual card payments in the Desktop Application (PM), review Process Virtual Card Payment.

Process Virtual Card Hover over the Tebra Payments icon and select Virtual Card. The Virtual Card Payment page opens.
Enter the Payment Amount. Enter the Card Number, Expiration Date, and CVV code. Click Process Transaction when finished. The Payment Receipt page opens. Note: The payment displays under the Transactions (with Virtual Card as the Type) and does not transfer to the Desktop Application (PM) as an unapplied insurance payment. If applicable, enter an insurance payment in the Desktop Application (PM) to manually apply payments to the appropriate service lines.
Payment Receipt The virtual card payment receipt details the payment method, payment date, amount processed, and transaction ID. To print the receipt for record keeping, click Print Receipt. To continue processing virtual cards, click Process Another Virtual Card.