...
You must be running MacPractice Build 12.21 or higher, and you must have the Global Payments/TSYS Integration purchased on your license. You will also need the Patient Portal added to your license, and have a Domain registered via Domain Management.
Please contact MacPractice Sales for further details.
| Table of Contents |
|---|
Set Up Steps
...
The first thing you'll need to do when you have finished installing the new MacPractice build is to access the MacPractice Admin Portal. You can do this via the MacPractice Menu > MacPractice Admin Portal, as shown in the below image.
...
This will bring up the Online Payment Terms of Service.
Terms of Service
The Terms of Service allows an office to set an agreement that a patient would have to accept before being able to make a payment via the Portal.
...
MacPractice Support cannot assist with the creation or selection of appropriate Terms of Service for your office, as local and regional laws may differ, causing any template we could provide to be ineffective or inaccurate. The office will want to consult with a lawyer or other resources to address this need.
New Preferences
We've added a new preference tab in TSYS Preferences, located in the MacPractice Menu > Preferences > Card Processing. Inside the tab, there's an option to set a Default Payment Type to be used for Online Patient Payments.
We strongly recommend creating a new Payment Type in References > Payment Types that can be specifically used for Online Patient Payments. This will help keep things organized in your reports. You can read more about Payment Types here.
Adding Portal User Access
Before a Portal User can make Online Patient Payments, we'll need to grant Account Access to that Portal User. In 12.21 and up, whenever a new Portal User is created, the MacPractice user will be prompted whether they want to grant this Portal User Account Access:
...
Alternately, you can also adjust who a Portal User can access by navigating to the References Ability > Patient Portal Users node, and adding them into the appropriate tables, as shown in the following screenshot:
...
You can read more about Portal Users here.
Update Portal User Online Billing Access Database Utility
This works for individual accounts, but what if you've got several Portal Users you want to grant Account Access to? We've also added a new Database Utility in the Managers Ability, the "Update Portal User Online Billing Access" utility. This will allow you to grant or revoke access to all Portal Users with access to an Account.
...
As a reminder, we strongly recommend making a backup of your MacPractice database prior to using any Database Utility.
Managing Payments
When a Portal User makes a payment, the payment will automatically be posted to the Account's ledger, using the Default Payment Type set in set in the new TSYS Preference. These will be posted with the code "Online Payment".
...
As with prior iterations of the TSYS Integration, 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.
...
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.
...
There will also be a payment amount field, and a checkbox to indicate the Portal User has read and agreed to the office's Online Payment Terms of Service as defined earlier in this article. These must be accepted every time a payment is made.
...