Run a Patient Credit Card Payment

To collect and run a credit card payment with the PaySimple Credit Card Processing, follow the step-by-step guide or watch the short video below.

Watch the Video

Step-By-Step Instructions

1. Open the Credit Card Payment screen from the dropdown arrrow in the upper left corner.
   
   
   
2. Choose the Credit Card Payment option.
   
   
   
3. For a patient payment, select the patient, payment amount, and then click the "Copay" button for a patient copay. For a general payment, leave this box unchecked.
4. For a payment plan, select the plan from the "Payment Plan" search option or create one by searching for a payment plan, and then selecting "New". If this is a Payer payment, select the Payer option.
   Proceed to capture the payment.
   
   
5. If you have an integrated Swiper, choose the "Swipe" option. Otherwise, a card may be manually entered.
   
   
   
   
6. Click "Submit Payment" to process the payment and print the receipt for the patient.