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You can read more about Portal Users here. This linked article will guide you through the Portal Users node in References. |
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? The "Update Portal User Online Billing Access" utility can be used to grant or revoke access to all Portal Users with access to an Account. This utility is accessible from the Managers Ability, under “Database Utilities”, on the server computer.
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 the Card Processing Preference. These will be posted with the code "Online Payment".
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Payments made on the Patient Portal cannot be voided or refunded on the Portal. A patient will need to reach out to the office to get these payments refunded or voided if necessary. Online Payments |
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cannot be voided |
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. For these situations, you must instead issue a refund. |
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.
Once they reach this URL, they'll be presented with a log in screen. This is where they will enter the Username and Password for their Portal User.
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for your Patient Portal. An example portal URL format would be “TestPortal.phiportal.com”. If you do not know your Patient Portal URL, please contact MacPractice Support.
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Once the Portal User has logged in, they’ll be presented with a few options at the top to review messages, specific patient information, or to schedule an appointment if that has been enabled. In this article, we’re focusing on Online Bill Pay. You can select Online Bill Pay in the top navigation bar.
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They can also click the "Use a Different Card" button to enter the details of a new card. The Card Number, CVV, and expiration date are all required fields to process the payment. The patient can also set this new card as the Default option for the next time a payment is made, or uncheck the Save Card Information if they would prefer not have a card on file.
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The last window to appear is a confirmation page where the payment amount, the selected card, and the Cardholder Information on the prior window. If everything looks okay, the patient can click Submit Payment.
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