Process an Electronic Client Payment with Vantage

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Assign Access Level

The access level needed to process an electronic client payment is Payment Receipt. If you do not have this access level, please reach out to an admin for assistance.


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Patient Payment

Patient Payments can be found one of three ways:

Option One: Posting > Patient Payments

• In the Patient Search field, begin typing in the client's first or last name.
  • As you type, options will populate.
    
    
     

Option Two: Patient Details > Patient Payment

1. In the Patient Payment window, enter the following information:
   • Deposit Date
   • Amount Paid
   • Method > Credit
     • This will enable the Credit Card drop-down menu and the Add Credit Card button.
     • Once a credit card is stored, it will display here.
   • Check/Ref Number, which will change to Reference Number once Credit is chosen as the Method.
   • Program is optional.
2. Click Add Credit Card.
3. Enter the required information.
   
   
    
4. Click Submit.
5. As instructed, X out of this window to continue.
   
   
6. Click Process and Save.
   
   
    
   • You will see a message in green if the payment is successfully processed.
     
     
      

Option 3: Scheduler > Appointment Check In 

1. In Appointment Check In window, enter the following information:
   • Amount Paid
   • Method > Credit
     • This will enable the Credit Card drop-down menu and the Add Credit Card button.
     • Once a credit card is stored, it will display here.
   • Check/Ref Number, which will change to Reference Number once Credit is chosen as the Method.
2. Click Add Credit Card.
3. Enter the required information.
   
   
    
4. Click Submit.
5. As instructed, X out of this window to continue.
   
   
6. Click Process and Save.
   
   
    
   • You will see a message in green if the payment is successfully processed.
     
     

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Patient Payment with a Saved Credit Card

1. Follow steps 1-3 above.
2. In the Credit Card drop-down menu, select the saved credit card you want to use.
   
   
    
3. Click Process and Save.

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