Credit Card Processing - Deposit Entry
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Client Ledger
- Deposit Entry
Scenario 1: Deposit Entry - Credit Card - Manual Entry
Specific Setup:
- Please contact your Netsmart representative for assistance to enable credit card functionality.
- The following registry setting has a value of 'Y': Avatar PM--->Billing->Remittance Processing->->->Enable Credit Card Processing.
- The system must be configured to send production data through CareFabric.
- 'Service Code 1: is a non-billable code used to make payment deposits to client accounts.
- Posting/Adjustment Codes Definition 1: configure a payment posting code with a value of 'Credit Card Posting Code' in 'Is this a Credit Card or ACH Code'.
- 'Posting/Adjustment Codes Definition 2': configure a payment posting code with no value in 'Is this a Credit Card or ACH Code'.
- The following registry setting has a value of 'Service Code 1': Avatar PM->Services->Ancillary/Ambulatory Services->Deposit Entry->->Default Service Code.
- The following registry setting has a value of 'Posting/Adjustment Codes Definition 2': Avatar PM->Scheduling->Front Desk->->->Pre Payment Default Posting Code.
- The following registry setting has a value of 'Y': Avatar PM--->Billing->Remittance Processing->->->Enable Credit Card Processing.
- Credit Card Configuration:
- Has a value of 'Yes' in 'Populate Receipt Number with Credit Card Payment Reference Number'.
- Enter desired values for the other fields.
- In the 'Credit Card Device Setup' section:
- 'Credit Card Device 1':
- Has a value of 'No' in 'Is this a Back Office MID?'. Note the device name.
- Enter desired values for the other fields.
- 'Credit Card Device 2':
- Has a value of 'Yes' in 'Is this a Back Office MID?'. Note the device name.
- Enter desired values for the other fields.
- 'Guarantors/Payors 1': Has a 'Financial Class' of 'Self Pay'.
- 'Client 1':
- Is assigned Guarantors/Payors 1 in 'Financial Eligibility.
- Using 'Client Ledger' client has a positive amount for Guarantors/Payors 1 in 'TOTAL BALANCE BY GUARANTOR.
Steps
- Open 'Deposit Entry'.
- Enter desired value in 'Client ID'.
- Enter desired value in 'Episode Number.
- Select 'Guarantors/Payors 1' in 'Guarantor'.
- Enter desired value in 'Date of Receipt or Adjustment'.
- Enter 'Service Code 1' in 'Service Code'.
- Enter desired value in 'Amount To Post'.
- Select 'Posting/Adjustment Codes Definition 1' in 'Posting Code'.
- Note that 'Transaction Type' is enabled, required and defaults to 'Insert/Swipe Card'.
- Note that 'Select Credit Card Device' is enabled and required.
- Select 'Manual Entry' in 'Transaction Type'.
- Validate that the device is 'Credit Card Device 2'.
- Click [Pay With Credit Card].
- If the system is not configured to send production data through CareFabric, the following message will be received: 'This functionality is not supported in a non-production environment'.
- If the system is configured to send production data through CareFabric, enter the credit card information, consisting of the 'Card Number', 'Expiration Date' and 'CVV', in the popup window.
- Click [Send].
- A message will be received in the form. Possible messages are: 'Credit card payment posted.' and 'Payment was not approved.'.
- Click [OK].
- Validate that the receipt is received and is correct.
- Close the receipt.
- Click [X].
- Click [Yes].
- If desired, use 'Client Ledger' to validate the payment.
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Topics
• Credit Card Processing
• Deposit Entry
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