[COMING SOON] Banking Online Payments from the Patient Portal

Brief Overview

The Patient Portal offers your patients a seamless Online Payment experience to manage their outstanding accounts.  These payments are able to be settled using the Daily Banking report along with the rest of the day's takings.  

 

The Short Version

  • Go to Reports > Daily Banking > click Create
  • Choose your date range, doctor(s) and location(s) > click Show
  • Select the relevant Invoices or click Reconcile All to select all > click Summary
  • The EFTPOS amount will show all payments received, with a separated section below indicating the total taken through the Patient Portal.  
  • Enter in the Actuals against the relevant payment method(s), and include Notes if required.
    • Add up your EFTPOS takings and the amount shown for Patient Portal. 
    • Enter the total amount into the Actuals for EFTPOS.  
  • Click Reconcile.

Instructions

When you receive your first SMS from Stripe, you will receive an SMS that appears like this:

payment_SMS.png

This message will be sent directly from Stripe, with an American phone number. This will only occur for your first payment. 

 

1.  In the Scheduler, go to Reports > select Daily Banking.

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2.  Click Create

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3.  Set up your report parameters > Click Show.

  • Date Range - defaults to today.
  • Doctor - select one or more from the list.
  • Location - select one or more from the list, if required.
  • Payment Type - select one or more from the list, if required.
  • Tick Include Bulk Bill, DVA, ECLIPSE and Deposits, if required.

Tip: Use the Save as Favourite button to save time in the future.  

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4.  Tick the invoices that you want to settle, or click Reconcile All to select all invoices.  Click Summary.  

Tip:  Invoices will appear based on date of service.  

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5.  Enter the Actuals against the relevant payment method(s), and include Notes if required.

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The EFTPOS amount will include all payments received, with a separated section underneath indicating the total taken through the Patient Portal.  

To settle your EFTPOS:

  • Add up your EFTPOS takings and the amount shown here for Patient Portal.
  • Enter the total amount into the Actuals for EFTPOS.  

5b._eft_and_pp.png

6.  To finalise the banking, click Reconcile.

Tip:  To save your progress and return later, click Save & Close.  

Note:  Reconciled payments will not show for reconciliation in another report.  

5c._reconcile.png

7.  The Daily Banking Report is now visible in the Daily Banking screen.  

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a.  To review the details, including the Portal Payments, click the Eye icon then select Summary.  

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b.  To Print the Daily Banking Summary, click the Print button.  

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Further Reading

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