Configure User Payment Settings

Who Can Use This Feature? 

Users  with access permission for Payments can edit Payment Settings for their User.


  1. Select Payment > Settings

  2. Click the Edit button.

  3.  Click the Copy Settings link to copy the current settings to another customer associated with your account.

    1. Show a warning when posting a new insurance check that is a duplicate of an already entered check based on the payer, check date and check #?

      1.  If set to Yes, a warning will appear if you are posting a duplicate insurance check based on the payer, check date and check #.

    2.  Print the provider's Tax ID # on patient payment receipts? 

      1.  If set to Yes, the providers Tax ID # will print on your payment receipts.

    3. Keep the received/check date the same between insurance payments?

      1. If set to Yes, the received and check date will stay the same between insurance payments. This may be used to default a specific date when posting multiple insurance payments from the same date. 

    4.   Keep the received/check date the same between patient payments?

      1. If set to Yes, the received and check date will stay the same between patient payments. This may be used to default a specific date when posting multiple patient payments from the same date.

    5. Choose a Merchant Account from the drop-down menu

      1. Select whether you want to receive a warning when no card number is entered

    6. When posting patient payments, default the payment type field to:

      1. If No default selection is selected, no payment type selection will populate when posting a patient payment. 

      2. If Copay is selected, the "copay" payment type will populate when posting a patient payment.

      3. If Payment is selected, the "payment" payment type will populate when posting a patient payment.

  4. Click Save.