How ePay Works

ePay is used in the Front Desk, and also from within the Accounting application to create online statements and send ePay notifications. Click here for further information on using ePay for statement batches within Accounting.

The remainder of this page discusses how to ePay works within the Front Desk.

 

NOTE:  Statement creation works otherwise as it always has.

Whenever you create a statement you have the option to send an electronic notification to the patient, notifying the patient of their available online statement and how they can pay down their balance online:

  1. From within the patient's Ledger, click Print, then Statement.
  2. When the Statements dialog box appears, ensure that the Statement Type is set to "ePay" (repeat-click as necessary to cycle through the choices) and select the desired ePay merchant account in the dropdown or leave it at the default merchant account. Ensure that Activity Dates and Statement Date are set to what you need for this statement. Click the date buttons to edit each. Edit the Comments if necessary. Then click OK.
  3. In the "Reports" dialog, click Print Report on Printer. (The statement should print on your network printer.)

    4. NOTE:  If you don't want to print the statement you can opt instead to preview the report onscreen. In the "Report Viewer" screen, click the Send to ePay button. From here you will be presented with the same option to send the statement to ePay shown in step 4 below.

     

  4. After the statement prints, an option will appear that asks if you want to send an ePay notification to the patient. Click YES.

    5. BEST PRACTICE:  If the patient has a zero or negative balance, there is no need to send an ePay statement. So you might consider it best to click NO here.

    Otherwise, the patient will receive a notification for a statement with $0.00 owed.

  5. A final message will appear confirming that the notification(s) are scheduled to be sent. Click OK to dismiss the message.

For patients not ePay enabled, when printing a statement you will see this message follow; in lieu of the ePay option presented in step 4 above.

For patients not ePay enabled, when previewing a statement the Send to ePay button will still be present. However, if you click the Send to ePay button you will see the following message. Should you find yourself in this situation, click OK to dismiss the message.

ePay Payments in the Ledger

An ePay payment, such as the one described in the section above, are identified in the Ledger as Type PCC with a description of "Payment-Credit Card (ePay)".

 

See here for a description of the patient experience and their ePay payment options.