Are you unsure if a patient’s payment has gone through successfully? Here’s how to check:
- In your dashboard, click on the “Members” tab at the top.
- Search for the member by last name.
- Select the patient.
- Scroll down to the right to view the recent transactions in the Transaction portion the member’s profile.
- Click on the “Show Details” link on the right side of the transaction.
- If the status column shows a green “sale” box, the transaction went through.
- It will display a red “failed” box if the payment failed.
- If the payment failed, follow the instructions here to charge a new card.
- It may also display a grey “settle box if the payment is still processing.
- In this case, you may select the Refund Transaction to cancel the transaction or allow for more time for the payment to process.
Checking the status of a patient’s payment is quick and easy, and it can help ensure that you’re always up-to-date on the financial health of your practice.
If you have any questions, don’t hesitate to reach out to our support team for assistance at support@smileadvantage.com.