How to Process Credit Card Charges with CMS in ICANotes
To apply for credit card processing:
Start your online application to process credit card payments in ICANotes using this form.
Contact CMS to negotiate a rate and set up a merchant account:
Phone: 801-623-4000, Opt. 9 (alternate phone: 877-267-4324) or 801-623-4000, press 2.
Email: support@cmsonline.com
After completing the sign-up process, you may choose to purchase a card reader and swipe credit cards to have the charge processed automatically in ICANotes. If you already have a card reader, try it first, however please note that only card readers which function as a keyboard will work. This card reader, the MagTek Magstrike Mini, has been successfully tested with ICANotes.
Phone: 801-623-4000, Opt. 9 (alternate phone: 877-267-4324) or 801-623-4000, press 2.
Email: support@cmsonline.com
After completing the sign-up process, you may choose to purchase a card reader and swipe credit cards to have the charge processed automatically in ICANotes. If you already have a card reader, try it first, however please note that only card readers which function as a keyboard will work. This card reader, the MagTek Magstrike Mini, has been successfully tested with ICANotes.
To process credit card payments:
1. Go to Patient Accounts for the desired patient, and open a new or existing service charge by using the pencil icon.
2. When the Add Service window opens, follow these instructions:
A. Choose a charge if more than one.
B. Click the code tab.
C. Click the "Add Patient Payment."
3. Under the Patient Payment window, fill out:
A. The amount of payment.
B. Select Credit Card.
C. Click the Charge Credit Card button.
4. This will open up a new window. The amount should already be entered. Enter the Credit Card # and Expiration date. Once finished, click the Charge Credit Card button.
The charge will process.
5. When the transaction is accepted you will see a Transaction ID and Authorization Code. You will be able to print a receipt, save as PDF, or hit the back button.
6. You will see the CC authorization number and transaction ID in the description field. Click Done to return.
7. Under the "All Payments For Note" tab, you will see the Pmt: Patient Credit Card.
Charging the credit card can also be done from the Event Details of an Appointment in the Calendar by clicking the Collect Copay icon.
Alternately, if you've got a USB card swiper, press "Swipe Credit Card" and run the card to start the transaction.
This video also explains the process:
Text link to video: https://youtu.be/UK-SnvBJwys
Related Articles
Credit Card Payment Options in ICANotes
ICANotes offers the following options to our customers to add the ability to process credit card payments. Once you have set up an account with one of the options below, they will need to send the credentials to ticket@icanotes.com to complete the ...BillFlash Credit Card Processing
ICANotes users with the BillFlash integration may now collect credit card payments via BillFlash within the ICANotes program. This functionality will work with the following types of payment collection: Copay collected via credit card through the ...Credit Card Processing Through The Calendar
Index Sections Select Credit Card as the Source. Click the Charge Credit Card button. This will open up a new window. The amount should already be entered. Enter the Credit Card #. Enter the Expiration date. Once finished, click the Charge Credit ...Collecting Nexio Payments using a Credit Card Terminal
Index Sections ICANotes customers using Nexio will now have the ability to collect payments using a Credit Card terminal. To pair a credit card terminal with ICANotes please follow these instructions ICANotes customers using Nexio will now have the ...EPCS Onboarding Process
This Knowledge Base article covers the steps for completing the Identity Proofing Process. If you need assistance please call Support at (443)569-8778. You can also view these steps in the EPCS On-boarding video. Following processing of your ...