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How to process an Insurance CC payment with Fortis

How to Process an Insurance CC payment with Fortis

 You can take an insurance payment two ways. Option 1 is using a patient file and Option 2 is going directly to the fortis virtual terminal.

 

1st option: Within a patients file

 Step 1:

Go to the Patients Rolodex> Select any patient file>Ledger Tab>Payments tab and Select "POST" Button

or

While in a Patients appointment select "Payment Button"

 

Step 2:

 

Select Green Plus Sign to Launch Fortis

 

Fortis___Sign.png

Step 3:

After the Fortis window launches, Select Virtual Terminal to get out of the patients account. Payments processed this way are not attached to the patients file you used to launch Fortis. This just allows you the ability to launch the virtual terminal without having to go to clinicname@fortispay.com and logging in.

Virtual_Terminal.png

 

Step 4:

Process payment with Fortis

Step 5:

Close patients account used to launch fortis

Step 6:

Now post the EOB by going to Post New EOB

Fill out EOB Screen

  • Enter Posted Date (Date you are posting EOB)
  • Select Credit Card option (this will remove the check number field)
  • Enter Check number or Select Blue Hyperlink. Click to add Credit Card

 

 

Please Note: Posting a CC payment in the “Post New EOB” area of CoAction is not actually running the Credit Card for payment. You will have to run the Credit Card through your merchant as well. 

Add in All Credit Card Info Provided.

    

When finished select OK

 

Option 2: Within the Fortis Virtual Terminal

Log into your Virtual Terminal by going to your DBA.fortispay.com (this info was provided to you within your welcome packet and was mailed as well).

mceclip0.png

Once Logged in, you will process the payment and then go to Katana to enter your EOB by selecting CC payment

 

Select Post New EOB

Fill out EOB Screen

  • Enter Posted Date (Date you are posting EOB)
  • Select Credit Card option (this will remove the check number field)
  • Enter Check number or Select Blue Hyperlink. Click to add Credit Card

 

 Please Note: Posting a CC payment in the “Post New EOB” area of Katana is not actually running the Credit Card for payment. You will have to run the Credit Card through your merchant as well.

 

Add in All Credit Card Info Provided.

    

When finished select OK

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