PayerSync Overview
This video walks you through how to view claim payments, explanation of payment details, and post claims to your practice…
Videos
Card on File in Vault Master Class
Learn how to implement Card on File in Vault with both new and existing patients.
Taking Payments with a Terminal
Learn how to take a payment using a chip and signature terminal.
Intro to Bridge Payments Training
Learn the top five features to increase cash flow in this Intro to Bridge Payments training.
Viewing Forms and Cards Placed on File During Digital Registration
After a patient submits a digital form, you can view their completed form and locate their card on file in…
Sending Digital Forms Through Email or Text
You can send registration and card on file forms using Patient Express.
Searching for, Viewing, and Editing Cards on File in Vault
How to manage cards stored on file in Vault.
Searching for, Viewing, and Deactivating Recurring Plans
How to search for and manage Recurring plans.
Voiding and Refunding Transactions
You can void and refund payments from within Transaction Search.
Sending Text-to-Pay Messages
Sending Text-to-Pay messages from within Patient Express is an effective way to collect balances.
Running a Payment from a Card on File in Vault
You can collect payments from cards stored on file within the Vault feature.
Printing and Emailing Receipts
You can re-print and re-send receipts through email at any time outside of transactions from Transaction Search.
Posting Payments with Click-to-Post
You can click to post Recurring and Balance Collect (online) payments from Transaction Search. Depending on your practice’s posting configuration,…
Three Ways to Place a Card on File in Vault
This video demonstrates how to place a card on file in Vault during a terminal payment, while taking a payment…
Taking Payments Using the Payments Screen (Virtual Terminal)
You can take card-not-present payments using the Payments screen, also called the virtual terminal.
Creating Recurring Plans from Cards Stored on File in Vault
You can create a Recurring plan from a card stored on file in Vault.
Creating a Recurring Plan from a Card Not Stored on File
You can create a Recurring plan from a card that you have not yet placed on file in Vault.
Adding Patients to Patient Express
Before you can send patients Text-to-Pay messages or digital forms, you must add them to Patient Express.
Sending Bulk Text-to-Pay Messages
Bulk Text-to-Pay is a fast and effective way to collect balances from multiple patients at once.
Using the Batch Settlement Report
Use the Batch Settlement Report to view details of all transactions in a batch settlement.