Credit Card Payments
Sending Payment requests via Nexio
To request Payments via Nexio, your practice should have an account established with them before the integration is enabled with ICANotes. If your practice does not already have a Nexio account, please reach out to them at https://nex.io/get-started/ ...
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: Choose a ...
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: Enter the amount or copay (this information should auto ...
Requesting Client Payments via Stripe
To request Stripe be enabled for your practice, a Security Administrator will need to contact ICANotes and request the functionality be enabled. They can email requests to: ticket@icanotes.com. Once you have this enabled and you have established ...
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 ...
PCI Self Assessment
Complete Merchant Systems – CMS PCI (Payment Card Industry) Self Assessment Complete Merchant Systems (CMS) began a new security compliance program in November 2017. Anyone who uses credit card processing to accept, transmit, or store payment card ...
Collecting Copays
Via the Calendar This way works best if you use the Calendar system to track patient appointments. For this to work, you need to make sure the patient has a copay requirement, which can be setup in the Insurance Information tab of Demographics. From ...