Transactions that you process in Dentrix Ascend appear in Dentrix Ascend and on the Worldpay IQ website (https://www.AccessMyIQ.com).
You can store credit cards on file and process transactions on the Worldpay IQ website; however, any transactions that you process on the Worldpay IQ website you must enter in Dentrix Ascend manually.
To post a credit card payment
How to get there
If the correct patient is not already selected, use the Patient Search box to access the patient's record.
Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
On the Patient menu, under Financial, click (or tap) Ledger.
The patient's Ledger page opens.
On a patient's Ledger page, click (or tap) Payment.
Note: You can also enter a credit card payment as part of the check-out process (on the Payment tab of the Patient Walkout dialog box).
The Enter Payment dialog box appears.
Leave the current date entered in the Date box, or click (or tap) in the box to select a different date. However, you cannot backdate a transaction to a date that would cause it to become locked based on your organization's transaction lock setting.
Enter the Amount of the payment.
From the Method list, select Credit Card Payment. This is the only payment type that you can use to process a credit card payment through Dentrix Ascend Pay.
From the Use lane list, select the correct payment device.
Click (or tap) Click to Swipe Card. This button is available only if you have entered an amount and selected a lane.
An animated ready indicator appears. The device is ready for input.
The cardholder follows the prompts on the payment device to insert, swipe, or tap using a card or a mobile payment app on a smartphone.
Note: The types of interactions that are available vary according to the payment device being used.
If the payment device prompts the cardholder to do so, he or she selects Debit or Credit on the device and then confirms the amount displayed.
If the transaction is approved, and if a signature is required by the credit card issuer, the cardholder signs on the payment device as directed by the device.
Note: Digital signatures are possible only if the payment device being used has built-in signature capability (such as the Verifone MX 915).
Once the transaction has been processed, the details of the transaction appear for your reference.
Note: Even though you have not clicked (or tapped) Save, the payment has been posted to the patient's ledger because funds have been exchanged.
To print a receipt, click (or tap) Print Receipt.
The receipt appears on a new browser tab, so you can print it.
Set up the following options for the payment as needed:
Apply to charges for - The payment goes towards charges for the patient whose record you are viewing or another member of his or her household. If you select [Guarantor], you can apply the payment to charges for any household members.
The payment amount is applied automatically to the procedure with the oldest date of service and then to subsequent procedures based on the date until the payment amount is used up. However, you can change the Applied amount for any procedure in the procedure list as needed.
For your reference, the following amounts appear:
The Amount not applied is the payment Amount minus the sum of the amounts in the Applied column. This amount will appear as a credit on the account of the patient whose record you are viewing, another household member, or the guarantor, according to the selection that you made from the Apply to charges for list.
The Amount applied is the sum of the amounts in the Applied column.
If you are entering a payment for procedures on the same date as the date of service or for procedures prior to the current date that are attached to a claim, Dentrix Ascend automatically calculates the estimated guarantor portion of the charges (if the patient has insurance coverage). However, if you are entering a payment for procedures prior to the current date that are not attached to a claim, Dentrix Ascend automatically calculates the estimated guarantor portion to be 100 percent of the charges.
If the patient has insurance coverage, and the estimated insurance portion for a given procedure is 100 percent, that procedure does not appear in the Enter Payment dialog box.
On the Tags tab, the tag that corresponds to the type of card that has been processed is attached to the payment automatically. Add other tags to the payment as needed.
On the Notes tab, enter any notes regarding the payment.
Click (or tap) Save.