Did My Patient's Payment Go Through?

Topic

Transactions

For

Front Office Team

Read Time

~2 minutes

Are you unsure if a patient’s payment has gone through successfully? Here is how to check.

How to check a payment status

1. In your dashboard, click on the Members tab at the top.
2. Search for the member by last name.
3. Select the patient.
4. Scroll down to the right to view the recent transactions in the Transactions portion of the member’s profile.

Click the Show Details link on the right side of the transaction to read the status:

• A green “Sale” box means the transaction went through.
• A red “Failed” box means the payment failed. If the payment failed, follow the instructions here to charge a new card.
• A grey “Settle” box means the payment is still processing. In this case, you can select Refund Transaction to cancel the transaction, or allow more time for the payment to process.

Checking the status of a patient’s payment is quick and easy, and it helps ensure you are always up to date on the financial health of your practice.