When Patients make a credit card payment, either by mailing back their statement or paying by phone, you can collect the payment in NikoHealth. This is a two-step process in which you'll collect the payment, and then apply that payment to the Patient's balance.

When collecting a credit card payment from a Patient, you can add that payment information from multiple places in NikoHealth, including:

In this example, we'll start from the Patient Profile.

Once in the Patient's profile, click the blue plus sign to expand the menu. Select "Collect Payment".

In the Collect Payment screen, you can enter the amount of the payment. You'll also see the Patient's current balance.

In the Payment Method section, you'll designate if this credit card payment is on an existing credit card, or if the Patient is using a new card. If you select Use New Credit Card, the Payment Method section expands to prompt you to enter details on the new card.

You can also save this card in the system so that the Patient's future transactions will be easier.

After filling in all the needed information on the credit card, choose Submit. A confirmation window will appear, confirming the transaction. This will prompt a window to appear, confirming the details you've just entered. Check your information and click Confirm.

After confirming the credit card transaction, a receipt will populate. You can choose to print or save a PDF version.

Now that you've collected the credit card payment for this Patient, you need to apply the payment to the Patient's balance.

Payments that have been collected can be applied to a Patient's account from To apply your newly taken credit card payment, navigate to the Billing Tab and select Payments.

This will bring you to your Payments queue. By default, the Payments queue is sorted by the date the payment was created, with the most recent at the top. (Note: use the filters at the top of the queue to sort Payments as needed). The credit card transaction we just collected from Aaron Lindsey appears at the top as that is the most recent payment. Click on the payment you want to apply.

You'll now need to attach an invoice to the payment.

After clicking Add Invoice, select the correct invoice and click Save.

You'll now be looking at the Payment Details screen. The Payment summary information is at the top, and below, you'll see the invoice information.

At the bottom of the Billing Provider's details, you’ll see an option to Connect CardConnect Account. Click the appropriate option.

Connect CloverConnect (previously known as card connect) Account will open a window for you to enter your account information.

When you’re done click Save to keep your changes.