Refund or Void a Payment
Learn how to refund or void a payment in Practice Management Bridge.
Reporting and Posting
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)
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…
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.