How to Process an Insurance CC payment with Fortis
You can take an insurance payment two ways. Option 1 is using a patient file and Option 2 is going directly to the fortis virtual terminal.
1st option: Within a patients file
Step 1:
Go to the Patients Rolodex> Select any patient file>Ledger Tab>Payments tab and Select "POST" Button
or
While in a Patients appointment select "Payment Button"
Step 2:
Select Green Plus Sign to Launch Fortis
Step 3:
After the Fortis window launches, Select Virtual Terminal to get out of the patients account. Payments processed this way are not attached to the patients file you used to launch Fortis. This just allows you the ability to launch the virtual terminal without having to go to clinicname@fortispay.com and logging in.
Step 4:
Process payment with Fortis
Step 5:
Close patients account used to launch fortis
Step 6:
Now post the EOB by going to Post New EOB
Fill out EOB Screen
- Enter Posted Date (Date you are posting EOB)
- Select Credit Card option (this will remove the check number field)
- Enter Check number or Select Blue Hyperlink. Click to add Credit Card
Please Note: Posting a CC payment in the “Post New EOB” area of your software is not actually running the Credit Card for payment. You will have to run the Credit Card through your merchant as well.
Add in All Credit Card Info Provided.
When finished select OK
Option 2: Within the Fortis Virtual Terminal
Log into your Virtual Terminal by going to your DBA.fortispay.com (this info was provided to you within your welcome packet and was mailed as well).
Once Logged in, you will process the payment and then go to your software to enter your EOB by selecting CC payment
Select Post New EOB
Fill out EOB Screen
- Enter Posted Date (Date you are posting EOB)
- Select Credit Card option (this will remove the check number field)
- Enter Check number or Select Blue Hyperlink. Click to add Credit Card
Please Note: Posting a CC payment in the “Post New EOB” area of your software is not actually running the Credit Card for payment. You will have to run the Credit Card through your merchant as well.
Add in All Credit Card Info Provided.
When finished select OK
If you need further clarification or would like some additional instructions, you will need to contact support
- Email- support@coactionsoft.com
- Phone- 909-378-9514
- Live Chat- Access the support portal button within software and selecting chat now at the bottom right corner.
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