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Online Payments can be voided if done on the same day as the payment was made by double clicking the payment and clicking the Void Transaction... button. Past this timeframe, you will be unable to Void a Transaction and must instead issue a refund.

Transaction Log and Report Changes

In the Transaction Log, we've made a few changes to accommodate Online Patient Payments. In the Entry Method column, we've added a new Online Payment type to better distinguish Online Payment transactions.

We've also adjusted the drop down filter to include an option to only display Online Payments.

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In Reports that deal with payments, such as the Day Sheet reports, you can identify Online Payments as such for relevant transactions. These will also show as Online Payments.

Patient Payment Workflow

The patient can access the Patient Portal by following the URL to the domain. This URL is typically https://<OfficeDomain>.com/PatientPortal. For example, if we had a domain called "MacPracticeSupport", the URL would read https://macpracticesupport.com/PatientPortal. 

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