Collecting Patient Payments & Prepayments in ICANotes via Nexio

To process credit card payments via Patient accounts:

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:

1. Choose a charge if there’s more than one.
   
2. Click the code tab.
   
3. Click the "Add Patient Payment."
   

3. Under the Patient Payment window, fill out:

1. The amount of payment. 
   
2. Select Credit Card.
   
3. 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 to process the charge.

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.

 

You will see the CC authorization number and transaction ID in the description field. Click Done to return.

6. Under the "All Payments For Note" tab, you will see the Pmt: Patient Credit Card.

Collecting Pre-Payments via Nexio.

 

In Patient Accounts, click to Collect Pre-Payment 

 

 

 

The Collect Pre-Payment window will open

 

1. Payment Date, this populates automatically
   
2. Payment Amount
   
3. Site Location
   
4. Clinician
   
5. Description (optional)
   
6. Check Number (optional/if applicable)
   
7. Source of Payment
   
8. Payment/Adjustment Code (optional)
   
9. Done/Cancel
   

Example Pre-Payment:

​

 

The collected Pre-Payment will populate as a line item within Patient Accounts, highlighted in green. The description will maintain the original payment amount. 

 

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