Print Receipts

The Payment > Post section in CollaborateMD allows you to print a receipt while collecting/posting a patient payment. 

1. Select Payment > Post.

2. Fill in the option for Patient Payment.

3. Enter your Patient's Payment

4. Check the Send Receipt box

5. Select the Print option from the dropdown.  

   You can also print a receipt with all the additional data required by the HSA/FSA guidelines by selecting the "Print w/HSA/FSA details" option.

6. Once the payment is saved the receipt will print.  

Payment Tracker screen gives you the ability to pull up previously posted patient payments and print the receipts associated with those payments.

1. Select Payment > Payment Tracker.

2. Enter your desired Search Criteria or Load a Search Filter. 

3. Click Search. 

4. Click the Send link (in the Receipt column) to open the print/send dialog box for the patient payment to be printed.

5.  Select Print. 

   You can also print a receipt with all the additional data required by the HSA/FSA guidelines by selecting the "Print w/HSA/FSA details" option.

   
   

The Patient Activity screen also lets you print receipts associated with previously posted patient payments directly from the activity Payment History.          

1. Select Patient > Patient.

2. Use the Search field to search through your patients. 

3. Select the Patient.

4. Click

5. The Activity record will open in a new window.  

   You can also access the Activity screen from the Claim, Manage Account, Scheduler, and View Payment sections.

6. Expand the Payment  History.

7. Right-click the row for the patient payment to be printed.

8. Click Print Receipt.

9.  Select Print. 

   You can also print a receipt with all the additional data required by the HSA/FSA guidelines by selecting the "Print w/HSA/FSA details" option.

   
   

The Patient Payment Portal allows patients to print their receipts associated with previously posted payments directly from the Payment History. 

1. Patients can visit https://www.paystatementonline.com

2. Log in with your CollaborateMD Patient Account Number or email.

   If you have not registered, begin the registration process using the Patient Account Number found in the top right corner of your statement or provided in the Payment portal invite email.
   

3. Click Next.

4. Enter your Password and click Sign In.

5. Click Payment History.

6. Select Print Receipt for the payment to be printed.

You can print a receipt that includes all the additional data required by the HSA/FSA guidelines from any screen with the print receipt capability. 

Print HSA/FSA Receipt from the Post Screen

1. Select Payment > Post.
2. Fill in the option for Patient Payment.
3. Enter your Patient's Payment
4. Check the Send Receipt box
5. Select the Print w/HSA/FSA details option from the dropdown.  

   The payment must not be saved as a credit, it must be applied to print the HSA/FSA details receipt.

6. Once the payment is saved and applied, the receipt will print.

Print HSA/FSA Receipt from the Payment Tracker Screen

1. Select Payment > Payment Tracker.
2. Enter your desired Search Criteria or Load a Search Filter. 
3. Click Search. 
4. Click the Send link (in the Receipt column) to open the print/send dialog box for the patient payment to be printed.
5. Select Print w/HSA/FSA details. 

Print HSA/FSA Receipt from the Details Screen

1. Select Patient > Patient.
2. Use the Search field to search through your patients.
3. Select the Patient.
4. Click
   
5. The Activity record will open in a new window. 

   You can also access the Activity screen from the Claim, Manage Account, Scheduler, and View Payment sections.

6. Expand the Payment  History.
7. Right-click the row for the patient payment that needs to be printed.
8. Click Print Receipt w/HSA/FSA details.
9. Click Print.
   

Print HSA/FSA Receipt from the Payment Portal

1. Visit https://www.paystatementonline.com
2. Log in with your CollaborateMD Patient Account Number or email.
3. Click Next.
4. Enter your Password and click Sign In.
5. Click Payment History.
6. Select Print Receipt w/HSA/FSA details for the payment to be printed.