Sort and Rearrange Columns on the Claim Payments Screen (PayerSync)
Learn how to sort and rearrange columns on the Claim Payments screen.
Articles
Generate a Transaction Summary Report
Learn about Transaction Summary Reports and how to generate them.
About Reports
Learn about the four report areas available in Reports in Bridge Payments: Transaction Search, Text to Pay Reports, Report Exports,…
About Exporting Reports
Learn how exporting reports in Bridge Payments works, how to access your report exports, and about the export file type…
Actions on Transaction Details
Learn how to post payments, void/refund payments, and recall receipts to print or send.
Troubleshooting: Allow Pop-ups for Practice Management Bridge
Learn how to allow pop-ups for Practice Management Bridge in Chrome or Edge web browsers. Applying this setting ensures Practice…
Configuring Email Notifications for Payment Activities
Learn about email notifications sent when certain payment activities occur and how to receive these emails.
Fix a Payment Submitted to the Wrong Location
Learn how to fix a payment that was submitted to the wrong Merchant Account by mistake. This can include patients…
Create a Desktop Shortcut for Practice Management Bridge
Learn how to create a desktop shortcut on your computer that provides direct access to Practice Management Bridge and helps…
Generate Batch Settlement Reports
Learn about Batch Settlement Reports and how to generate them.
Troubleshooting: Patient Receipt is Not Printing
See how to troubleshoot instances where a receipt cannot be printed after a patient has used their card to pay…
Update Patient Receipt Information
Learn how to update information on your patient receipts such as an incorrect address or phone number, or add your…
Troubleshooting: Rectangle Health Windows Agent Not Installed or Running (Gray Dot)
See how to troubleshoot instances where the Rectangle Health Windows Agent (Windows service) is not running or not installed. This…
About the Consent Status Report
Learn about the Consent Status Report in Text-to-Pay Reports and the different status meanings.
Tracking Text-to-Pay and Bulk Text-to-Pay Payments
Learn how to track single Text-to-Pay and multiple Bulk Text-to-Pay payments with Text-to-Pay Reports in Bridge Payments and what information…
Update Settlement Batch Time
Learn what a settlement batch is and how to adjust the time of day that a batch of transactions is…
About Bridge Payments Terminology for Posting Payments
Learn the common terms used in regard to Bridge Payments with software to post payments: Practice Management System (PMS), Electronic…
Troubleshooting: Terminal Disconnected (Orange Dot)
See how to troubleshoot terminal disconnection issues with Practice Management Bridge. This issue is identifiable by the connection indicator dot…
Find Transactions Processed in a Batch Using the Batch Settlements Report
Learn how to find transactions processed in a batch using the Batch Settlements Report.
Troubleshooting: Payment Posting Issues and Best Practices
Learn payment posting best practices and troubleshooting steps for common payment posting-related issues.