PaySimple Window

Enter the patient's credit/debit or checking/savings account information in the PaySimple Payment Information window.

In the Payment window, click PaySimple.

The PaySimple payment Information window also opens when you click PaySimple on the Edit Insurance Payment Window to process a credit card payment, void, or return and when an account is added to the Credit Card Manage window.

Credit/Debit Tab

Enter a patient's credit or debit card information in the Credit/Debit tab.

Select the Transaction Type. Option not available when adding a card in the Credit Card Manage window.
Sale: A standard credit card charge.
Auth: Add a credit card.
Void: Reverse a sale soon after (same day) it was made.
Return: Reverse a sale one or more days after it was made.

Card Number: Place the cursor in the field then swipe the credit card, or type the credit card number.
Expiration (MMYY): Enter the credit card expiration date. When the card is swiped the expiration date will auto-populate.
Security Code: Enter the security code from the back of the credit card. When the card is swiped the security code will auto-populate.
Name On Card: Auto-populates with the selected patient's name, or, when the card is swiped, the cardholder's name.
Zip Code: Enter the zip code of the cardholder's billing address. When the card is swiped the zip code will auto-populate. When using a card on file, the zip code stored in Credit Card Manage window auto-populates this field.
Amount: The amount entered in the payment window. To edit, cancel the transaction and enter the correct amount in the payment window.

One-Time Payment: Determines whether a token is created and the card is saved in Credit Card Manage to use again later. Option is only available when adding a credit card while processing a payment.

ACH Tab

Enter a patient's checking or savings account information in the ACH tab.

Account Type: Select the patient's account type to be used for direct payment, Checking or Savings.
Routing Number: Bank account routing number.
Account Number: Bank account number.
Bank Name: Name of the bank.
Amount: The amount entered in the payment window. If adding the account from the Credit Card Manage window, the Amount field is not visible.
One-Time Payment: Determines whether a token is created and the account information is saved in Credit Card Manage to use again later. Option not available when adding a card in the Credit Card Manage window.