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Process Virtual Card Payment

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Updated: 02/17/2023
Views: 186

Virtual cards are a common method for insurance companies, health plans, and third-party payment vendors to issue payments to practices for patient services. For Kareo Patient Collect powered by Tebra activated practices, use this feature to deposit funds from a virtual card into the designated bank account. Virtual card payments are displayed in Transactions with Virtual Card as the type.

Note: Virtual card payments do not transfer to the Desktop Application (PM) as unapplied insurance payments. If applicable, enter an insurance payment in the Desktop Application (PM) to manually apply payments to the appropriate service lines.

Access Virtual Cards

  1. Hover over the Patient Collect icon and click on Virtual Card. The Virtual Card Payment page opens.
 Platform_VirtualCard_Access.png

Process Virtual Card

  1. Enter the Payment Amount.
  2. Enter the Card Number, Expiration Date, and CVV code.
  3. Click Process Transaction when finished. The Receipt page opens.
    Note: The payment displays in Transactions as a Virtual Card transaction and will not transfer to the Desktop Application (PM) as an unapplied insurance payment. If applicable, enter an insurance payment in the Desktop Application (PM) to manually apply payments to the appropriate service lines.
 Platform_VirtualCard_Process.png

Payment Receipt

The receipt details the payment method, payment date, amount processed, and transaction ID.

  • To print the receipt for record keeping, click Print Receipt.
  • To continue processing virtual cards, click Process Another Virtual Card. The Virtual Card Payment page opens.
 Platform_VirtualCard_Receipt.png
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  1. Article type
    Tebra Payments
  2. Tags
    1. insurnance payment
    2. patient collect
    3. virtual card