Setting Up Payment Types
You can set up payment types so you can apply them to invoices
AcuityLogic includes a set of defined payment types. You cannot create additional payment types, but you can make the existing payment types active or inactive.
Eyefinity recently reviewed available payment types and added new types to accommodate online payment methods. As payment methods continue to evolve, we evaluated and selected the most commonly used digital methods. In the case of payment portals, we opted to create a general method, which allows for greater flexibility for your office.
Payment Type options include the following traditional methods:
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Credit/debit cards (such as Visa, Mastercard, American Express)
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Personal checks
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Cash
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Healthcare-specific credit cards (like CareCredit)
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Electronic bank transfers/ACH payments
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FSA/HSA cards (Flexible Spending Account/Health Savings Account cards)
We have also included the following digital payment methods:
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Patient payment portals (such as Instamed, Marlo, JNJ, Stripe, other payment processors)
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PayPal
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Apple Pay
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Google Pay
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Samsung Pay
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Venmo
To set up payment types
- Open the Types/References window. See Opening the Types/Reference Window.
- Click the Pmt Type link for your company.
The Payment Type Mapping window opens.
- To search for a specific payment type, select a payment type from the Payment Type drop-down list, and click Find.
- Do one of the following:
- For each payment type you want to include, select the Include check box.
To include all payment types, select the Include check box in the heading.
- Click Save to save your selections.