Entering a Patient Credit Using Worldpay
- On the left side of the Demographics screen, click Material Orders.
- Under Credit, click Add Credit.
- Select Credit Card or any of the other credit card types for the Payment Type.
- Enter the Payment Amount.
- Click OK.
- If you have more than one device, the Select Device window opens. Select the device and click Proceed.
A message appears, indicating that the terminal is ready.
If multiple users select the same device to process payments simultaneously, the payment transactions may fail. -
Follow the prompts on the terminal.
- If the credit card cannot be authorized for the entire Payment Amount you entered, a message window appears and displays the amount that can be authorized. Click Proceed to create a credit using this new authorization amount, or click Cancel to cancel the credit.
- If the credit card used at the terminal is different from the Payment Type you selected in step 3, the Payment Type automatically updates to match.
When the credit card authorization is complete, the Authorization Complete message appears in Eyefinity Practice Management.
- Click Close.
The Miscellaneous Payment record and the credit card receipt open in separate browser windows.
- Click Print to print the record.
The amount is added to the patient credit total displayed in Material Orders and Demographics, and the payment is shown on the Transactions tab as a Miscellaneous (Patient Payment) type transaction.