How To Read Transaction Details within Practice Management Bridge – Payments
Learn what the information in the Transaction Details screen means.
Reporting & Posting
Payment Posting and Best Practices
Learn troubleshooting steps and best practices for payment posting.
About the Consent Status Report
Learn about the Consent Status Report in Text-to-Pay Reports and the different status meanings.
Post Text-to-Pay and Bulk Text-to-Pay Payments
Learn how to post Text-to-Pay and Bulk Text-to-Pay payments.
Tracking Text-to-Pay and Bulk Text-to-Pay Payments
Learn how to track Text-to-Pay and Bulk Text-to-Pay payments with Text-to-Pay Reports and what information you can find in Text-to-Pay…
Viewing Posting Status and Details
Learn how to find the posting status and details after a payment is posted.
Refund or Void a Payment
Learn how to refund or void a payment in Practice Management Bridge.
Generate Batch Settlement Reports
Learn about Batch Settlement Reports and how to generate them.
Post payments from Transaction Search (click-to-post)
1. In the left menu, click Reports > Transaction Search.2. Enter search criteria and click Search.3. Confirm that the associated…
Using the Transaction Report in Bridge Payments
Print Transaction Search Results In the left menu, click Reports > Transaction Search. Select Transaction Search. (Optional) Use the search filters to…
Process a one-time full or partial refund
Before you begin: You must have the applicable access setting assigned to issue refunds. If you do not see the…
Voiding and Refunding Transactions
You can void and refund payments from within 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,…
Using the Batch Settlement Report
Use the Batch Settlement Report to view details of all transactions in a batch settlement.
Searching for Transactions and Viewing Details
Use Transaction Search to locate and view transaction details.