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…
Getting Started
Edit the Role, Access Settings, and Account Affiliation of Existing Users
(For Admin Users Only) Learn how to make changes to existing users.
Manage Account Access
Learn how to access your account as a new or existing user, and how to reset or change your account’s…
Run a Payment from a Card on File in Vault
Learn how to run a payment from a Card on File in Vault.
Accepting Partial Payments Through Text-to-Pay
Learn how to enable partial payments in Text-to-Pay.
Accept Card-Present Payments
Learn how to accept Card-Present Payments (i.e., payments initiated when a patient inserts, swipes, or taps their card to make…
About User Agreements
Learn about the user agreements of Bridge Payments and how to access them.
About Administrator (Admin) Role Functions
Learn about the Administrator (Admin) role users can be assigned and the abilities the role grants.
About Online Payments (Balance Collect) Reporting and Posting
Learn how to report and post online payments with Balance Collect.
Post Payments from Transaction Search (Click-to-Post)
See how to post a payment manually in Practice Management Bridge for Recurring payments and online payments through Balance Collect,…
Generate a Transaction Report in Bridge Payments
Learn how to use Transaction Search to view, print, or export and download (in CSV, XLSX, or Summary by Source…
Take Card Payments Using the Payments Screen (Virtual Terminal)
Learn how to take card-not-present payments using the Payment screen (Virtual Terminal). This method can be used when a patient…
Refund or Void a Payment
Learn how to refund (full or partial) or void a payment in Bridge Payments.
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.
Voiding and Refunding Transactions
You can void and refund payments from within Transaction Search.
Printing and Emailing Receipts
You can re-print and re-send receipts through email at any time outside of transactions from Transaction Search.