CollaborateMD: How can I tell what patient payments have been entered or posted from the Patient Payment Portal?

Issue

When a patient makes a payment using the Patient Payment Portal, how can I track and/or see those payment details within CMD? 

Environment

CollaborateMD, Roles: Admin, Features: Reports, Patient Payment Portal

Resolution

Patient

When a patient makes a payment in the portal, payments will be applied to the oldest charges that are set to Balance Due Patient and/or the oldest payment plan installment(s) based on the due date. 

Note: This information can also be found directly on CMD's Help Center by following this link: Payment Portal - Practice FAQs.

You can follow the below steps to track patient payments by a specific patient by following the below steps: 

1. Go to the Patient tab on the left-hand side of CollaborateMD.
2. Select Manage Account. 
3. Select a patient to review the payment details.  
4. You can scroll through here to view any payments that have been made and applied to any DOS on their Transaction Listing and under Activity. 
   
5. Alternatively, you can scroll down to Payment History and you will see all the payments that have been made by the patient. 

Reports

Use the Merchant Payments Report to run a general report of all patient payments made via the Patient Payment Portal.

1. Go to the Reports tab on the left-hand side of CollaborateMD.
2. Select Viewer.
3. Uncheck the Custom Reports built by box at the bottom of this section.
4. Search for the report titled Merchant Payments, which will be found in the Management Reports folder.
   
5. Enter the filter set you would like to search by.
   
6. Select Run Report.

Additional Information

Payment Portal - Practice FAQs