Tebra Payments Terminal: Collect Patient Payment

Collect Patient Payment

1. Find the patient's record or existing appointment and double click to open. The Edit Patient or Appointment Details window opens.
2. Click Collect Patient Payment to initiate the transaction. The Collect Patient Payment window opens.
3. Verify patient information, review outstanding charges and unapplied payments.
   • Patient name, DOB, phone and address.
   • To review an overview of charges and unapplied payments, click the arrow to expand the Total Account Balance section.
     • To view a printable version of the Balance Details, click Print.
4. Collect Payment:
   • Amount: By default, the Total Account Balance populates. If necessary, enter a different payment amount.
   • Add Payment Note: To enter details about the payment (e.g., reference number, check number, date of service), click Add Payment Note.
     Note: Payment Notes are only visible to the practice and do not print on the patient receipt.
5. Payment Method: Keep "Credit Card" selected by default.
6. Billing Address: By default, "Billing address is same as patient address" is selected. If necessary, click to clear the selection. Then, enter the appropriate billing Address and Zip for the card.
7. Card Details: Click to select "Use Terminal". Then, select the terminal device from the Select Device drop-down menu.
   • If applicable, click to select "Save this card on file" to save the new card on file. For convenience, Tebra has provided a credit card authorization form that can be used to obtain authorization from the cardholder to save their card on file. To download the form, click Download the credit card authorization form for a template. Optionally, enter a Card Nickname or notes (up to 500 characters) into the Comments for practice field.
     Engage subscribers also have the option to send the Credit Card Authorization form to the patient.
8. When ready, click Process Transaction. Then, complete the transaction using the terminal device. The Payment Completed Successfully message displays once the patient payment has successfully processed.