Bluefin Payment Gateway

Bluefin Settings

The Bluefin Settings allow Practices to set up Bluefin accounts, manage PAX devices, configure Recurring Payment options, and customize additional settings to ensure smooth transactions.

To access these settings, navigate to 'Settings > Billing > Bluefin'.

• Configuring Bluefin Account
• Configuring PAX Devices
• Default Bluefin Settings
  1. Adding Payments
  2. Patient Billing
  3. Saving Cards on File
• Recurring Payments
• Recurring Payment Notifications
  1. Message Notifications to Practice Members
  2. Email/Text Notification for Recurring Payments to Patients
     1. Automatic Notification Scenarios
     2. Default Settings for Sending Email/Text Notifications
  3. Default Message Configuration for Update Card Detail Link
• Message Notifications for Online or PHR Payment

Default Bluefin Settings

Adding Payments

Practices can set default options for adding Bluefin payments within the EHR system.

• Default Input Type for Bluefin payment: Use this option to select the default input type while adding a Bluefin payment.
• Keep the 'Use Payment Gateway' option selected by default: Select 'Yes' to automatically enable the 'Use Payment Gateway' option when adding a payment.
• Populate the Patient address as the card holder address: Choose 'Yes' to automatically fill in the card holder's address with the Patient address when entering the card details. If you choose 'No', you will need to input the Card holder address manually.

Patient Billing

Practices can configure the default Bluefin settings while sending Invoices to Patients.

• Keep the 'Enable Online Payment' option by default: If 'Yes' is chosen, the 'Online Payment' option will be selected by default when sending Invoices to Patients via Email and Text message.
• Keep the 'Allow Payment through PHR' option by default: Choose 'Yes' to enable the 'Allow Payment through PHR' option by default while sending Invoices to the Patient's PHR account.
• Allow Patients to make Partial Payments for Invoices and Statements: If 'Yes' is selected, Patients can make multiple partial payments for Invoices and Statements to the requested amount.
  When 'No' is selected, Patients will be required to pay the total amount due, as the payment amount field will be locked and cannot be edited.

Saving Cards on File

Practices can configure the default Bluefin settings for saving the Patient's card on file.

• Keep the 'Store card details in Payment Gateway' option selected by default: Choose 'Yes' to keep the 'Store card details in Payment Gateway' option selected by default while adding the payment.
• Select all beneficiaries while saving the Card on File: This option allows you to associate the saved card with multiple beneficiaries under the same account. This applies to Practices with Multiple Beneficiaries.
  If 'Yes' is selected, all Beneficiaries mapped with the Patient's facility will be selected while saving the Card on File from the Patient Dashboard.
• Store card on file while Patients make payments for Invoices from PHR: On enabling this option, whenever the Patient makes payments for Invoices from PHR, the card used for the payment will be stored on file. The stored card will also be listed in PHR for Patients to use for the payments.
• Allow Patients to delete cards on file from PHR: Choosing 'Yes' enables Patients to delete the cards added from EHR in their PHR account. By default, Patients can delete their cards added from PHR.

Recurring Payments

Practices can configure the default Bluefin settings while creating Recurring payment profiles.

• Default Recurring Schedule: Choose the default Recurring Schedule to be selected when creating Recurring profiles.
• Apply Recurring Payment automatically to Invoice: This option allows you to choose the default selection for 'Apply Payments automatically' while adding a recurring payment.
• Set Invoice 'Grand Total' as 'Recurring Amount': This setting allows to automatically populate the Grand Total Amount as a Recurring Amount when an Invoice is created for a recurring profile with customized charge, discount, and tax. Selecting 'Yes' will restrict you from adding or modifying the Recurring Profile if there is a difference in the Grand Total amount.

Recurring Payment Notifications

Message Notifications to Practice Members

Practices can manage the Recurring payment notifications sent to Practice members using the following options.

• Send Notification for Successful Recurring Payments: Choose 'Yes' to automatically send a notification when the Recurring payment is made successfully.
• Send Notification for Failed Recurring Payments: Select 'Yes' to automatically send a notification when the Recurring payment fails.
• Send both of the above Message Notifications to: Select the default recipients to send the successful and failed message notifications automatically. You can choose to send notifications either to all Practice members, Providers in the Invoice, or specific Providers.
  

Email/Text Notification for Recurring Payments to Patients

This feature enables Practices to send Email or Text notifications to Patients about Recurring Payment events. Additionally, Practices can share a Recurring Payment Link with the notifications, allowing Patients to update their card details for Recurring Payments.

Automatic Notification Scenarios

Practices can enable or disable the automatic notifications for Recurring Payments based on their preferences.

The notifications can be sent in the following scenarios:

1. Recurring Payment Failure Notification
   • A notification is sent to the Patient whenever a Recurring Payment fails.
   • This occurs if all retry attempts are unsuccessful due to card-related issues, such as insufficient funds or expired cards.
     
2. Upcoming Recurring Payment Notification
   • A reminder notification will be sent to Patients a few days before the scheduled payment date.
   • This ensures Patients are informed before an upcoming charge to their card.
   • Practices can define the number of days before the payment schedule to send the notification. For Example, enter 1 to send the notification 1 day before the scheduled payment date.
   • As part of the notification, Practice can include a link for Patients to update their card details for their upcoming Recurring Payment schedule.
     
3. Recurring Payment Success Notification
   • A confirmation notification is sent to the Patients when a Recurring Payment is successfully processed.
     
4. Recurring Payment Completion Notification
   • A notification is sent to the Patients when the Recurring Payment schedule ends, indicating that the recurring payment is complete.
   • Specify the number of days before the Recurring Payment ends to send the notification. For Example, enter 2 to send the notification 2 days prior to the completion of the Recurring Payment.
   
   
   Practices can customize the content of the Email and Text Messages as per the Practice needs.
   

Default Settings for Sending Email/Text Notifications

Practices can configure the default settings for sending Email/Text notifications under the 'Settings > Billing > Bluefin > Email/Text Notification to Patient' section.

• Send Recurring Payment Notification to Patient's Email or Cell Number
  Choose the default communication mode to send the Recurring payment notification to the Patient. The notifications will be sent only if the selected communication mode is available for the Patient.
  
  1. Send to Cell Number and Email
  2. Send to Cell Number
  3. Send to Email
  4. Send to Email; if not available, send to Cell Number
  5. Send to Cell Number; if not available, send to Email
• Send Recurring Payment Notification to Patient's Guarantor
  If the Patient has a guarantor, set up the notifications to be sent to the Guarantor's Email address or Cell Number.
• Choose the time to send notification
  The notifications will be automatically sent at the chosen time according to the Practice's time zone.

Default Message Configuration for Update Card Detail Link

Practices can use the 'Send link to update card' option under the 'Billing > Receipts > Recurring Payments' section to send a link to the Patients to update their card in recurring payment.

You can configure the default Email or Text message in this section.

Message Notifications for Online or PHR Payment

Configure the below settings to receive the message notifications automatically when the Patient makes the payment.

• Send Message Notification when Patient makes Online or PHR payment: If 'Yes' is chosen, a message notification is sent automatically whenever a Patient makes a payment online or via PHR. The notifications will appear under 'Messages > Payment Notifications > All'.
• Send Message Notification to: Choose to send the message notifications either to all Practice members or specific Practice members by default.