Requesting Copays in ICANotes via Nexio

Credit Card Processing Through The Calendar

1. Go to the patient's appointment (Calendar) to collect the copay. Double click on the appointment.

2. Click on the icon.

3. Under the Copay window:

1. Enter the amount or copay (this information should auto populate if in the insurance information of the patient a copay was already enter)
   
2. Select Credit Card as the Source. 
   
3. Click the Charge Credit Card button.

4. This will open up a new window. The amount should already be entered.

1. Enter the Credit Card #.
   
2. Enter the Expiration month (Format MM).
   
3. Enter the Expiration year (Format YY).
   
4. Security code.
   
5. Once finished, click the Charge Credit Card button.
   
   

5. When the transaction is accepted you will see an Authorization Code. You will be able to:

A. Click the Back button to return to the New Patient Payment window.

B. Save as PDF.

C. Print a receipt.

6. You will see the CC authorization number in the description field. Click Done to return. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

7. The copay will transfer over into Patient Accounts.  On the line item detail you will see the patient's paid copay, and the charge for the service.

 

If the copay matches the service charge date, it will attach automatically to it or you can do it by clicking "Refresh from Note" on the service charge line.

After clicking "Refresh from Note" you will see the copay reflected on the service charge line.

If the copay was collected on a date different than the service line you need to attach it to. You can click on the Copay line pencil icon and update the date to match the service charge date, click Done.

 

 

 

Once updated you can go back to the service charge line and click "Refresh from note". The copay will attached to the service charge line as shown above.

You can also refer to Collecting Copays Knowledge base to find more info about how to attach a Copay to a different service date.

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