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Status Future Consideration
Workspace Admin/Billing/Reporting
Categories Billing
Created by Guest
Created on Apr 4, 2023

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Add "Credit Card" as a Method Type when Posting Insurance Payments

Is it possible to add another method type called "Credit Card" to choose from when posting Insurance Payments (from Payments F5 tab)? We have been receiving more insurance payments via credit card and it would make reconciliation easier if this method option was available to choose from.

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  • Guest
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    |     May 15, 2023

    Highly suggest that we as a group do not accept Insurance Payments via Credit Card since that costs us another 2-3+% to do so. If you are not aware, you have the option to refuse that type of payment and request a check or EFT payment.