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Once this is complete, you can then set a Payment Name and Payment Category for the new Payment Type.
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Payment Type
This field determines the name of your new Payment Type. For example, if you wanted to track how many patients pay with a VISA credit card, you could name your Payment Type "VISA Credit Card".
Payment Category
Payment Categories are classifications of default Payment Types that determine how MacPractice handles those payments.
Patient Payment Types: Check, Cash, Credit Card, Other. These types all work as patient payments which mean they can be applied to any charge in a single account's ledger, regardless of which incident or patient.
Insurance Check/Credit Card: These types of payment opens a window with EOB information, displays in reports for insurance collections, and allows the tied claims to automatically close when completed.
Collections: This payment type should only be used with Transworld services, when receiving a payment directly from Transworld.
Show In Menu Checkbox
This must be checked if you wish this payment type to appear in the ledger payment pop-up menu
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