You can accept credit card payments directly in DrCloudEHR through the application's integration with Global Payments Integrated (formerly OpenEdge Payments). You can accept credit card payments through the following places in DrCloudEHR:

  • Through the Patient Summary Chart
  • Through the Billing > Payments page
  • When you check a patient check in for an appointment

You must have a card swipe device attached to your computer to swipe a patient's credit card.

Note: You must create an account with Global Payments Integrated to accept and process credit card payments.

The topic contains the following sections:

Accept a Credit Card Payment through the Patient Summary Chart Page

  1. Click the Patients tab, and then select the patient for whom you want to accept a payment. The Patient Summary Chart page displays. 
  2. Click the New Payment link under Billing. 
  3. Select Credit Card from the Payment Method menu.
  4. Click Pay & Save. 
  5. Enter the details needed to process the transaction.
  6. Click Process Payment.

Accept a Credit Card Payment through the Payments Page

  1. Click the Billing tab.
  2. Click Payments in the left navigation bar.
  3. Click New Payment. 
  4. Select Credit Card from the Payment Method menu.
  5. Click Pay & Save. 
  6. Enter the details needed to process the transaction.
  7. Click Process Payment.

Accept a Credit Card Payment at Patient Check-in

  1. Click a patient appointment in the calendar.
  2. Click the Check In Arrived With Payment button.
  3. Select Credit Card from the Payment Method menu, and fill in the other relevant details.
  4. Click the Pay button.
  5. Enter the details needed to process the transaction.
  6. Click Process Payment.


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