Skip to content
English
Submit a Ticket
Visit Our Website
  • There are no suggestions because the search field is empty.

How to Receive Payment (with UnifiedPay)

Learn how to process a credit or debit card payment using UnifiedPay from the Patient File on the web browser.

Step 1: Navigate to the Billing Info page 

  1. Navigate to the Patient File.
  2. Under the Appointments tab, click the Date of Service you want to receive a payment for.

Step 2:  Review the appointment charges 

You will be taken to the Billing Info tab for that appointment. 

Charges can be added to the invoice in any of the following ways:

  • Enter CPT codes while charting the visit.
  • Use an Associated Fee Schedule to automatically add CPT codes when the appointment is scheduled.
  • Add CPT codes directly to the invoice.


Additional Invoice Options

  • Inventory items: Add items from your inventory under Non-Billable Items.
  • Discounts: Enter either a dollar amount ($) or percentage (%) in the Discount field under Service Charges or Non-Billable Items, depending on what you're discounting.

Note: Learn how to set up an associated fee schedule to automatically add CPT codes and generate a balance when an appointment is scheduled. 

Step 3:  Receive the payment 

  1. Scroll to the top of the Billing Info page and click Receive Payment.

  2. Review the following payment details:

    • Payer Type: Patient
    • Amount: Confirm the payment amount.
    • Payment Method: Credit/Debit Card
    • Payment Posted Date: Leave as is unless backdating the payment.

    Step 4: Choose how to process the card

    After selecting Credit/Debit Card, choose one of the following options:

    • Key In – Click Key In to manually enter the patient's card information.

    • Card on File – If the patient has a saved card, select it from the dropdown menu, then click Charge Card on File.

    If using a terminal/card reader:

    • Send to [Terminal Name] – Click the hyperlink to send the payment to your connected terminal. The patient can then tap, insert, or swipe their card, or use Apple Pay or Google Pay.
    • Swipe – Click inside the Swipe field, then swipe the patient's card.

    Note: The Send to Terminal and Swipe options appear only if you're using compatible payment hardware purchased through UnifiedPay. 

    See UnifiedPay's termninal options here.

    Step 5: Process the payment

    1. Complete the payment using the selected payment method.
    2. Once the transaction is approved, a confirmation message will appear.
    3. Click Apply to This Visit.

    Step 6: Allocate the payment

    1. Enter the payment amount under Service Charges, Product Charges, or both.
    2. Verify the payment has been allocated correctly and the Balance Due is $0.00.
    3. Click Save.

    Step 7:  Confirm the payment 

    1. Verify the payment amount appears in the Patient Paid column.
    2. Review the Balance Due to confirm it is $0.00 if the invoice was paid in full, or reflects any remaining balance if a partial payment was made.