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

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

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

    7. Add patient to the recently opened list when adding claims to insurance checks?

      1. If set to Yes, the patients “recently opened list” will be updated when adding a new claim to an insurance payment.

    8. Change the payment source to Check on new payments when a check number is entered?

      1. If set to Yes, the payment source will default to “Check” whenever text is entered into the Check # field.

  4. Click Save.