video1.0<iframe src="https://www.loom.com/embed/8b4198ce12de4cf785feb410533b69ad" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/8b4198ce12de4cf785feb410533b69ad-00001.gif1144.702The updated payment screen features a redesigned interface for improved speed, PCI compliance, and potential reduction in credit card rates by including address verification. Accessing the Payment Screen: From Dashboard: Click the dollar sign or the plus sign to open the new payment window. Selecting Payment Type: Click on the payment type instead of using a drop-down menu. Key Features: Speed and Efficiency: Faster processing with fewer steps. Enhanced PCI Compliance: Updated to meet the latest requirements. Credit Card Rate Reduction: Adding billing addresses can lower transaction rates. Payment Processing: Cash Payments: Enter details and process directly. Credit Card Payments: Manual Entry: Enter card details and select the billing address. Vaulted Cards: Store and use cards with saved billing addresses for future transactions. Terminal Use: Patients enter card details directly into a connected terminal. Managing Billing Addresses: Adding/Updating Addresses: Use the manage button to add or update billing addresses linked to cards. Selecting Default Addresses: Choose the appropriate address for each transaction to ensure accuracy and compliance. Additional Features: Recurring Charges: View and manage recurring payments, including the merchant used for each transaction. Insurance Payments: Enter check details and process insurance payments quickly. Other Contacts and Responsible Parties: Manage payment details and addresses for third-party payers. Checkout Process: Updated Interface: PCI compliant checkout screen with options for cash, check, and credit card payments. Credit Card Transactions: Redirects to the main payment screen for address verification and processing. Future Enhancements: Surcharge Options: Upcoming feature to handle surcharges. Terminal to Vault: Save credit card details from terminal transactions directly to the vault for future use. Support: For any questions or issues, contact innate support.