This document provides guidance on processing payments at a medical campus. It outlines the different payment reasons including patient payments, prescriptions, and stamps. It describes the necessary information to collect for each payment type, including payee details, payor information, and prescription numbers. The types of tender that can be accepted are credit card, cash, and check. Specific instructions are provided for processing each tender type and collecting credit card or cash payments. Contact information is included for questions or issues that may arise during the payment process.

1. Payments
Training
Focus on Taking Payments – 2022

2. New Payments Button
• This button appears for all
staff that need to take
payments.
• It will only appear if you are
logged into your campus.

3. Payment Reasons
• Patient Payment
• Used to take payments from
patients for treatment related
costs
• Prescriptions
• Used to take payments from
patients for unpaid prescriptions
• Stamps
• Used to take payments when a
patient needs to buy stamps

4. Patients Payments
• Payee Information
• Patient Name – The Patients full
name goes here
• Program – Must select the program
this is for
• Medical Record Number – From
Aura/Sigmund you must obtain the
MRN and input it here

5. Patient Payments
• Payor Information
• Is the Patient the payor – Use this
checkbox if the patient is the one who
is paying for themselves. This will
automatically fill in the Payors Name
below.
• Payors Name – The name of the person
who is making the payment
• Relationship to patient – What is the
relationship to the patient
• Phone – Phone number of the Payor

6. Prescriptions
• Payee Information
• Same as Patient Payments
• Must include RX number(s) from
Pharmacy Receipt. If more than one,
separate with a comma.

7. Stamps
• Price: $0.60 Quantity
• Include the quantity of stamps that
are being purchased

8. Types of Tender
• Credit Card
• Cash
• Check

9. Credit Card
• Payment Information
• Card Details – Include the
Credit Card Number,
Expiration Date, and CVC
Code
• Cardholder Name – Include
the Cardholder name from
the Credit Card
• Billing Zip code – Include
the Billing zip code of the
Card holder

10. Credit Card –
Do’s and
Don’ts
• DO - Only take payment
on the day that the
payment is due.
• DO - If the card is
declined, politely ask
the card holder to call
their bank if they have
questions.
• DO - Keep the card
holders credit card
hidden from any form
of public view while in
possession of it.
• DON’T - Get payment
information early and
write it down for when
its needed.
• DON’T - Give a reason
for the denied card
• DON’T - Leave the card
sitting on a desk visible
to others

11. Cash
• Grand Total – This is the Total amount
due to the Payor
• Cash Tendered – This is the amount of
cash that a payor is paying with
• Change Expected – This is the amount of
change that is expected to be returned
to the payor from the Till

12. Receipt
Information
• Receipt
• Email – The receipt will be emailed to
the provided email upon completion.
• Printed – The payor has requested
they want a printed receipt. There is a
print button at the bottom of the
page that will allow for printed
receipts. Please do not assume
the individual wants a printed receipt.

13. Questions
If you have any
questions
Contact
Finance
If you require a
refund
Contact
Finance
If you run into a
situation
Contact
Finance