Daily credit card transactions can be processed within the Payment, Claim or Scheduler sections of the application. Transactions will automatically post to the patient account and be reflected on appropriate reports.
You will not see a confirmation if the transaction is successful. The system will alert you if the transaction fails or you attempt to make a credit card payment without entering the complete card information.
Transactions, such as voids and credits (refunds), must be processed through OpenEdge View and added manually to the patient’s account within CollaborateMD.
Process a credit card payment within the Payment screen.
Select Payment > Post.
Fill in the option for Patient Payment.
Optional: Check the Print receipt box to print the patient a receipt.
Click the
icon next to the Patient search field and select the patient. Enter payment details such as Amount, Date, and Check # (optional).
Set the payment Source to Credit Card..
Choose how to apply the payment Credit Account (Apply Later), Apply Automatically, or Apply Manually.
- Upon saving the Claim, follow the directions on the EMV device or enter the card information within the Enter Payment Window.
Do you have an EMV device plugged in, but are still seeing the message "EMV devices are now supported"? This means that the EMV standard has not been Set up correctly.
You will need to set up a physical card entry/EMV machine and the EMV software on the computer. This software allows the EMV machine to connect with CollaboratedMD.
Still have questions, or would like to receive an EMV device? Please reach out to the Global Payments Integrated TeamCard Number: Place your cursor in the Card Number field. Swipe the patient’s credit card using your card reader, or manually enter in the card number.
Expiration Date: Use the drop-down menus to select the card’s expiration date.
CVV2/CID: Locate the CVV2 or CID number on the card and enter it into the field.
- Click Submit Payment.
icon next to the Patient search field and select the patient. 
