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Payment with No Account Number

Overview

The Payment with No Account Number option is used when a patient does not have an existing account. This process requires collecting patient information, creating a new account, and then proceeding with the payment.

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Step 1: Navigate to the Payment Tab

Click "Pay" from the left sidebar menu.

In the Search Accounts section, check the box "No Account #" to enable this payment type.

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Step 2: Enter Required Patient Information

Fill in the mandatory fields marked in red:

First Name & Last Name

Date of Birth

Phone Number

Email Address (optional but recommended)

Click "Search Accounts" to check if the patient already exists.

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Step 3: Create a New Account (If No Match Found)

If no account matches the entered details, a "Create a New Account" prompt appears.

Click "Create a New Account" to proceed.

The system will generate a new account for the patient.

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Step 4: Enter Payment Details

Once the new account is created, it will be added to the Selected Accounts section.

Enter the Payment Amount and select the Encounter Type.

Click Edit if any details need modification.

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Step 5: Choose Payment Type & Facility

In the Payment Details section, select Payment Type:

✅ In-Person

✅ Phone

✅ By Mail (If applicable.)

Choose the Facility where the payment is being processed.

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Step 6: Select Payment Method

Click on the Payment Method dropdown.

Choose one of the available options:

Credit Card (For card payments.)

E-Check (For bank transfers.)

Cash (For in-person transactions.)

Terminal Pay (For terminal-based payments.)

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Step 7: Process Payment

Click "Process Payments".

A Payment Confirmation Page will appear.

Verify the payment details carefully.

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Step 8: Confirm and Complete Payment

If all details are correct, click "Confirm and Process Payment".

The payment will be logged under the newly created account.

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

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