Occasionally patients will miss an autopayment or have a balance that needs to be solved with a one time payment. This article reviews how to process a one time payment with a saved payment method in Cloud 9.
First, an important note, you cannot process a one time ACH payment in Cloud 9. ACH payments must be set on autopay within the contract. You can use a credit or debit or FSA/HSA card for a one time payment.
Step 1 - Navigate to Edit > Patient > Relationships tab. On the relationship, click payment method and check that there is a saved payment method.
Step 2 - Navigate to the patient's ledger and then click the option to make a payment, the credit card icon in the upper right.
Step 3 - Make sure the patient provider and posting and assigned location are correct for the transaction. If you logged into Cloud 9 under a different location, it will default to that. Always double check the posting location and assigned location before processing a one time card payment.
Step 4 - In the "Payment Type" Field select Credit Card. Or the other card type you have saved. This will make any stored payment methods show up in the "Saved Payment Method" drop down right below it. '**Note: The payment method you select in Edit > Setup > Transaction Types must be set to "Is Credit Card", so it will launch the payment processor pop up to continue and process the payment.
Step 5 - Enter an amount in amount, a note in the note section, and make sure the authorize credit/debit card box is selected. When all those things have been done, click the green Save button at the top right of the page.
Step 6 - Follow the dialogue box for your payment processor to successfully process the payment.
If the payment is not able to go through, a red error will appear with a reason why. If it is successful it will also notify you and show the payment on the ledger.
As always, if you have any further questions please do not hesitate to reach out to Cloud 9 Support by emailing us at cloud9support@planetdds.com, or chatting us online using the chat bubble on the lower right at https://cloud9support.planetdds.com/hc/en-us, or giving us a call during our business hours of 8:00 AM EST to 8:00 PM EST at the 1.800.394.6050 option 2.
Processing a One Time Payment with a Saved Payment Method in Cloud 9
