Can I store card on file when patients make payments from PHR?
Yes, you can. It is available as a practice setting.
To store patient cards on file from PHR, you should go to Setting > Billing Settings > Bluefin > Select 'Store card on file while the patient makes the payment for Invoices from PHR' as 'Yes'.
We store patient cards on file. How can I track expired cards?
The expired cards can be tracked using the report 'Billing > Reports > Patient Card on File Report' which lists all the cards with expiry details. You can also get a list of expired cards and cards that are going to expire from this report.
How to reconcile Bluefin transactions and Receipts in Charm on a daily basis?
You can compare the Payments, Refunds, and Net Collection of the 'Receipts & Refund Report' in Charm with the 'Daily Payment Type Report' in Bluefin's Payconex account. Click here to learn more about the procedures to reconcile Bluefin transactions and Receipts in Charm.
Can I reconcile Bluefin transactions and Receipts in Charm weekly or monthly?
Yes, you can choose to show the details by 'Previous Week' or 'Previous Month' in the 'Receipts & Refund Report' and compare the 'Net Collection' with the actual transactions from the 'Transaction History Report' of the Payconex account. You can also reconcile the transactions for a particular date range. To learn how to reconcile the data weekly or monthly, Click this link.
How to reconcile Bluefin transactions with the Bank statement?
You can reconcile the transactions recorded by Bluefin with the Practice's bank statement by comparing the 'BATCH NET' amount in the 'Reports > Card Batch Report' section of the Payconex account with the Bank Statement. To gain more knowledge about the procedures to reconcile Bluefin transactions with the Bank statement, Click here.