...
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.
...
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
...
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
...
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".
...
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.
...