Resource Center

Billing

Generating Receipt

When a payment is made to an Invoice/Claim, a receipt gets generated for the Payment Amount. To generate the Receipts, follow the steps given below.

  1. Navigate to Billing > Invoices
  2. Click the 'More Options' (...) icon against an outstanding Invoice/Claim Invoice and select the 'Add Payment' option.
    Invoice Add Payment Option
  3. Enter the Payment Amount and Payment Method.
    Invoice Add Payment
  4. Click the 'Add' button to add the payment.

Use Payment Gateway

  • If the Bluefin payment Gateway is enabled for your Practice, select the 'Use Payment Gateway' option and choose 'Card' as the Payment Method.
  • This option can be made to be selected as default using the setting, 'While adding Payment, keep 'Use Payment Gateway' option selected by default', under the 'Settings > Billing > Bluefin > Default Settings' section.
    Invoice Add Payment
  • Choose the Beneficiary to which the payment should be transferred.
  • If the Patient has a saved card on File, select the 'Charge Card on File' option and proceed to make the payment.
  • Choose the Input Type from the drop-down and enter the Card details.
  • Click the 'Add' button to add the payment.

Add payment

The payment can be added to the Invoice from the following sections.

  1. While Invoice Generation: While generating the Invoice, the Practice can collect payments such as Copay, Coinsurance, or product payments (using the section available before the 'Balance Due' field). Choose the payment method and approve the Invoice.
    Invoice Add Payment
  2. From the Invoices section: Click the 'More Options' (...) icon against the Invoice/Claim and select the 'Add Payment' option to add the payment.
    Invoice Add Payment Option
  3. From the Receipts section: Go to 'Billing > Receipts' and click the '+ Payment' button in the top right corner.
    Receipts Add Payment
    Search and select the Patient. The outstanding Invoices of the Patient get listed. Enter the Payment amount and Payment Method. You can also manually enter the amount in the 'Payment Applied' field of each Invoice. Enable the 'Show Invoices with Due and Patient Responsibility' option to show the Invoices with due and PR.
    Receipts Add Payment
    The payment will be distributed automatically to the outstanding Invoices of the Patient by enabling the setting 'Auto adjust EOB/Check Amount for the selected invoice with an amount of Invoice Due' under the 'Settings > Billing > Billing Settings > Receipt Settings' section.

View Details

  1. Navigate to Billing > Receipts
  2. Click the 'More Options' (...) option against the Receipt and select the 'View Details' option to view the Receipt.
    Receipts View

Edit and Apply Payment

  1. Navigate to Billing > Receipts
  2. Click the 'More Options' (...) icon against the Receipt and select the 'Edit & Apply Payment' option to edit or apply the payment. Invoices that have payments applied from the Receipt will be shown first, followed by the other outstanding Invoices of the Patient.
    Edit and Apply Payment
  3. Make the required changes to the payments and click the 'Update' button.
    Edit and Apply Payment

Download Receipt

  1. Navigate to Billing > Receipts
  2. Click the 'More Options' (...) icon against the Receipt to be printed and select the 'Download' option.

Print Receipt

  1. Navigate to Billing > Receipts
  2. Click the 'More Options' (...) icon against the Receipt to be printed and select the 'Print' option.
  3. You can also select multiple Receipts and click the 'Print' button. Choose the format in which the Receipt to be printed from the drop-down menu.
    Print Receipt

Send Receipt

  1. Navigate to Billing > Receipts
  2. Click the 'More Options' (...) icon against the Receipt and select the 'Send Receipt' option to send the Receipt to the Patient.
    Send Receipt
  3. If the Patient has a PHR account, the 'Send Receipt to PHR with message notification' option gets selected by default.
  4. You can send the Receipt to the Patient's Email address by selecting the 'Send Receipt to patient's email address' option. Select the Template, Subject, and attach the Receipt. The Receipt attached will be password protected.
  5. Click the 'Send' button to send the Receipt.
  6. You can select multiple Receipts and click the 'Send Receipt' button above. Choose whether to send it to the PHR account or the Patient's Email address from the drop-down.
    Send Receipt Option

Payment Refund

Unused Payments of a Receipt can be refunded by following the steps given below.

  1. Navigate to Billing > Receipts
  2. Click the 'More Options' (...) icon and select the 'Payment Refund' option to refund the unused payment.
    Payment Refund
  3. Choose the Payment Method, enter the Refund amount, and click the 'Payment Refund' button.
    Payment Refund
  4. If the Payment is made through Bluefin Payment Gateway, two options will be available.
    1. Refund through Payment Gateway: On selecting this option, the refund will be given to the Patient's card through the Payment Gateway, and the Refund entry will be added to the CharmHealth.
    2. Refund given in Payment Gateway Console. Add refund entry in CharmHealth: This option can be selected when the Refund is made in the Payment Gateway Console. Only the Refund entry gets recorded in CharmHealth and no actual Refund will be given to the Patient's Card.

Payment Refund

Watch List

  1. The important details in the Receipts will be shown in the 'Receipt Watch List' section.
  2. Click the 'Watch List' icon at the top-right corner of the 'Billing > Receipts' section.
    Receipts Watch List
  3. The number of Receipts with Unused Payments and the Total Unused Payments will be available.
  4. Click on the link to view the list of Receipts with Unused Payments.

Void Payment

Use the Void Payment option to revert the payment.

  1. Navigate to Billing > Receipts
  2. Click the 'More Options' (...) icon and select the 'Void Payment' option.
    Void Payment Option
  3. Mention the reason for reverting the payment under the comment section and click the 'OK' button to confirm.
    Void Payment