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Pay by Phone

Overview

The Pay by Phone option allows users to process payments for patients who provide their payment details over a phone call. This method supports multiple payment types, including Credit Card, E-Check, and Terminal Pay.

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Step 1: Navigate to the Payment Tab

Click "Pay" from the left sidebar menu.

Search for and select the account(s) to pay for. (Follow the steps in Single or Multiple Account Payment guides.)

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Step 2: Enter Payment Details

In the Selected Accounts section, enter:

Payment Amount

Encounter Type (e.g., Payment on Account, Co-Payment)

Click Edit if adjustments are needed.

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Step 3: Choose Payment Type & Facility

In the Payment Details section, select Payment Type:

✅ Phone (Required for Pay by Phone transactions)

❌ In-Person and By Mail are not applicable for this guide.

Choose the Facility from the dropdown.

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Step 4: Select Payment Method

Click on the Payment Method dropdown.

Choose one of the available options:

Credit Card (For patients providing card details over the phone)

E-Check (For payments via electronic check)

Terminal Pay (For processing payment via an integrated terminal)

If selecting Credit Card, enter the patient’s:

Card Number

Expiration Date (MM/YY)

CVV (Security Code)

Billing Zip Code

If selecting E-Check, enter the bank account details as required.

If selecting Terminal Pay, choose the connected terminal from the dropdown.

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Step 5: Process Payment

Click "Process Payments".

A Payment Confirmation Page will appear.

Verify that all details are correct.

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Step 6: Confirm and Complete Payment

Click "Confirm and Process Payment" to finalize the transaction.

The payment will be processed according to the selected method.

A confirmation message will appear once the transaction is successfully completed.

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Key Notes

✅ Pay by Phone is only available when the "Phone" payment type is selected. ✅ Credit Card, E-Check, and Terminal Pay are the only payment methods available for this option. ✅ Users must verify details on the Payment Confirmation page before finalizing the transaction.

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