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Payments via 4Geeks Payments

This section describes how to process patient payments using the integrated 4Geeks Payments platform within 4Geeks Health. 4Geeks Payments provides a secure and convenient way to accept online payments directly within your 4Geeks Health system.

Overview

4Geeks Payments streamlines the payment process by allowing patients to pay their bills online, reducing manual processing and improving cash flow. Key features include:

  • Secure Online Payments: Accept credit card, debit card, and potentially other payment methods through a secure, PCI-DSS compliant platform.
  • Integration with Invoices: Payments made through 4Geeks Payments are automatically linked to the corresponding patient invoices within 4Geeks Health.
  • Automated Reconciliation: Payments are automatically reconciled, reducing manual data entry and errors.
  • Patient Convenience: Patients can pay their bills anytime, anywhere, from any device with an internet connection.
  • Payment Links: Send patients secure payment links via email or SMS.

Accessing 4Geeks Payments

There are a few ways payments can be processed via 4Geeks Payments:

  1. From a Patient Invoice:

    • Open the patient’s invoice within 4Geeks Health.
    • Look for a “Pay Now,” “Make a Payment,” or similar button associated with the invoice. This button initiates the 4Geeks Payments process.

  2. From the Patient Portal (if enabled):

    • Patients can log in to the Patient Portal.
    • They can view their outstanding invoices.
    • They can select an invoice and click a “Pay Now” or similar button to make a payment through 4Geeks Payments.

  3. Via Payment Link:

    • You can generate a unique, secure payment link for a specific invoice or patient balance.
    • This link can be sent to the patient via email or SMS.
    • The patient clicks the link, which takes them directly to the 4Geeks Payments page to make a payment.

Processing a Payment (Patient Perspective)

  1. Initiate Payment: The patient initiates the payment process using one of the methods described above (invoice button, Patient Portal, or payment link).

  2. 4Geeks Payments Page: The patient is redirected to a secure 4Geeks Payments page. This page will likely display:

    • Your organization’s name and logo (for branding).
    • The patient’s name (and possibly account number).
    • The invoice number (if applicable).
    • The amount due.

  3. Enter Payment Information: The patient enters their payment information. This typically includes:

    • Payment Method: Select from available options (e.g., Credit Card, Debit Card).
    • Card Number: Enter the card number.
    • Expiration Date: Enter the card’s expiration date.
    • CVV/CVC: Enter the card’s security code.
    • Billing Address: Enter the billing address associated with the card.
    • Name on Card: Enter the card holder name.

  4. Review and Confirm: The patient reviews the payment details and confirms the payment.

  5. Payment Processing: 4Geeks Payments securely processes the payment.

  6. Confirmation: The patient receives a confirmation message on the screen. They may also receive a confirmation email.

  7. Redirection (Optional): The patient may be redirected back to the 4Geeks Health Patient Portal or your organization’s website.

Processing a Payment (Staff Perspective)

  1. Initiate Payment: Find the invoice to be payed and click the Take Payment button..

  2. 4Geeks Payments Page: A payment record will be crated. This record will likely display:

    • Your organization’s name and logo (for branding).
    • The patient’s name (and possibly account number).
    • The invoice number (if applicable).
    • The amount due.

  3. Enter Payment Information: There are two ways to continue: * Send a payment link. * Pay Now

  4. Payment Processing: 4Geeks Payments securely processes the payment.

  5. Confirmation: The staff receives a confirmation message on the screen.

  6. Redirection (Optional): The staff is redirected back to the 4Geeks Health.

Payment Statuses

  • Pending: The payment has been initiated but not yet processed.
  • Authorized: The payment has been authorized by the card issuer, but the funds have not yet been captured.
  • Captured/Completed: The payment has been successfully processed, and the funds have been captured.
  • Failed: The payment failed (e.g., due to insufficient funds, incorrect card details, or other issues).
  • Refunded: The payment has been refunded to the patient.
  • Voided: The payment has been voided before being captured.

Managing Payments

  • Viewing Payments: You can view payments made through 4Geeks Payments within 4Geeks Health, typically linked to the corresponding patient and invoice.
  • Reconciling Payments: 4Geeks Payments should automatically reconcile payments with invoices, updating the invoice status and patient balance.
  • Refunding Payments: You may be able to issue refunds through 4Geeks Payments (subject to your organization’s policies and the payment processor’s terms).
  • Reporting: 4Geeks Payments may provide reporting tools to track payment activity, analyze trends, and reconcile transactions.

Important Considerations

  • Security: 4Geeks Payments uses industry-standard security measures (e.g., encryption, tokenization) to protect sensitive payment information. Ensure it is PCI-DSS compliant.
  • Fees: Be aware of any transaction fees associated with using 4Geeks Payments. These fees may vary depending on the payment method and your agreement with 4Geeks Payments.
  • User Permissions: Control which staff members have access to process payments and manage payment information.
  • Training: Provide adequate training to staff on how to use 4Geeks Payments.
  • Support: Familiarize yourself with 4Geeks Payments’ support resources in case you encounter any issues.

This documentation provides a comprehensive overview of using 4Geeks Payments within 4Geeks Health. Remember to adapt any specific field names, button labels, or steps to match your organization’s customized configuration and specific workflows.