ClearGage Payment Plan Processing

ClosedProcess Payments with ClearGage

Use ClearGage to process single credit card payments, configure recurring payments and care package payments, and set up patient financing.

TECHNICAL NOTE:  

It is assumed that you have configured a ClearGage account with valid credentials as default in the Maintenance application and that you have set up one or more recurring charges in the Maintenance application.

NOTE:  

For any ClearGage payments processed outside of ChiroTouch, you must provide the Patient Account # from their patient record in ClearGage.

ClosedSimple Payments & Refunds

  1. Access a patient’s Ledger by opening Front Desk > Patient Management > Select a patient > Ledger.
  2. Create a new payment.
    1. Click New.
    2. Click Payment.
    3. Select Credit Card as payment method.
    4. Select ClearGage as the merchant service processor.
    5. Enter the amount to charge.
    6. Swipe the card or types the card information in the Front Desk window.
    7. Click POST.
  3. The system checks to make sure that the data is valid.
    • If the data is not valid, you will see a dialog describing the nature of the problem.
    • If the data is valid, the system transmits the information to ClearGage and displays a success or failure message when the sequence is complete.
  1. Access a patient’s Ledger by opening Front Desk > Patient Management > Select a patient > Ledger.
  2. Initiate the refund.
    1. Select the completed payment record.
    2. Click New.
    3. Click the Refund button from the New menu.
  3. The system checks to make sure that the data is valid.
    • If the data is not valid, you will see a dialog describing the nature of the problem.
    • If the data is valid, the system transmits the information to ClearGage and displays a success or failure message when the sequence is complete.

ClosedSet up a Patient Financing Plan

To set up a patient financing plan through ChiroTouch:

  1. Open the Patient Payments screen by navigating to Front Desk > Patient Mgmt > Ledger > New > Payment.
  2. Select the Credit Card transaction type.
  3. In the Credit Card Details section, select Clear Gage from the merchant account drop-down menu.
  4. Click Patient Financing Plan. This will launch the ClearGage portal and allow you to set up a financing plan for your patient. For more information on how to set up a patient payment plan in the ClearGage Payment Gateway, please log into your ClearGage account and visit the Resources Center.

To track the status of a ClearGage patient financing plan, go to Ledger > Tools > Recurring Payments.

  1. Open the Recur Payment tab in a patient record by going to Front Desk > Patient Management > Ledger > Tools > Recurring Payment.

  2. Click New.

  3. Enter recurring payment information into the Cleargage Portal.

  4. Enter in payment information and click Save.
  1. Open the Recurring Payments tab in a patient record by going to Front Desk > Patient Management > Ledger > Tools > Recurring Payment.

  2. Select the recurring payment plan and click Edit.

ClosedCare Packages

  1. Open the Care Packages tab in a patient record by going to Front Desk > Patient Management > Select a patient > Pat. Info > Care Packages.
  2. Create the care package.
    1. Click New.
    2. Select a recurring charge from the Available Care Packages list.
    3. Click OK.
  3. If necessary, you can edit the Charge description, Amount of charge, Effective Date: and Expiration Date: fields.
  4. Click Save.
  5. The system processes the information and displays a success or failure message when the sequence is complete.
  1. Open the Care Packages tab in a patient record by going to Front Desk > Patient Management > Select a patient > Pat. Info > Care Packages.
  2. If necessary, you can edit the Charge description fields.
  3. Click Save.
  4. If necessary, you can edit the Frequency, Charge description, Amount of charge, Next charge will occur on, Charge will start on fields.
  1. Log into the Cleargage payment gateway via https://acceleratepayments.com/login.cfm.
  2. Click Transactions.
  3. Click One Time Transaction.
  4. Fill out all required fields (notated by a red asterisk) as well as the patient's credit card information.
  5. Enter the patient’s ChiroTouch account number into the Patient ID field. You can find the patient's ChiroTouch account number in the Front Desk application.
  6. Click Continue.
  7. If the information appears correct, click Submit and verify the payment has been approved.
  8. Open the ChiroTouch Maintenance application.
  9. Click Options.
  10. Click Merchant Services>Setup.
  11. Choose ClearGage from the Merchant Service drop-down menu.
  12. Click Sync.
  13. A "Transactions inserted" alert appears.
  14. Click Ok.
  15. After pressing Sync, if the "Transaction Inserted" message indicated that at least 1 transaction was inserted, the ClearGage Transaction Report will automatically pop up after clicking "OK".
  16. This one-time payment is now posted to the patient's Ledger.