1. Quatris Health Lori Phillips CHUG at Centricity Live April 29 – May 2,2015

2. Become an ePay Program Payments Expert!
The content of this presentation represents the views of the author and presenters. GE, the GE Monogram, Centricity and Imagination at Work are trademarks of General Electric Company.

3. Become an ePay Program Payments Expert!
Quatris Health offers a fully integrated payment processing program, called ePay, within GE’s Centricity Practice Solution (EMR & PM) that eliminates the need for manual payment handling, stand alone credit card systems, and saves time and money for your practice!
Today we are going to show you how easy it is to use the system in your daily work flow to:
Process Credit Card & ACH Payments.
Print a Payment Receipt.
Process Voids & Refunds of Credit Card payments.
See payments in Reporting Screens.
Store Credit Card information for future payments.

4. Credit Card Payment Entry…….
As patients check out while in the Visit screen, you can conveniently process their credit card payment as part of the check-out process! Just follow these steps:
From the patient’s Visit Screen:
Step Click ePay.
From the ePay screen:
Step 2. Enter Payment Amount.
Step 3. Click Swipe Card and swipe the credit card (Visa, MasterCard, Discover, or AmEx).
Step 4. Select Process Payment Only, if the billing information is NOT to be stored.
Step 5. Click Process Payment. 2 1 3 5 4

5. ACH Payment Entry…….
In addition to patient credit card payments, your ePay program allows you to process an ACH payment, which debits the funds directly from your patient’s bank account, like an electronic check. As with a check, ACH transactions are not guaranteed funds.
From the patient’s Visit Screen:
Step Click ePay.
From the ePay screen:
Step Enter Payment Amount.
Step 3. Select ACH from Credit Card/ACH and select Account Type.
Step Enter the Bank Account Number and Bank Routing Number.
Step 5. Click Process Payment. 1 2 3 4 5

6. Transaction Responses
After clicking Process Payment on the ePay screen, the system will Process the transaction and Collect a response from TransFirst. If the transaction is APPROVED, ePay will log the transaction information and record the payment.
If the transaction is Declined or any other response is received, a message or reason for the rejection will be displayed. Correct any incorrect information and re-submit the transaction, or collect another form of payment from the patient.

7. Patient Receipt
After the payment has processed, a Print Receipt button will be displayed in the ePay screen. Select to print receipt. You may wish to print two copies if you want to keep a signed copy in your records and hand the other to the patient as part of their walk-out.

8. Processing Credit Card Voids and Refunds
In ePay, the steps to process voids and refunds are the same. Transactions are only VOIDED if the transaction was processed during the CURRENT day only. If a transaction is from a previous day’s business and has already settled, a refund is issued for the full amount of the sale. Follow these steps to void or refund a credit card payment:
From the patient’s Visit Screen:
Step Click Refund ePay.
From the Refund ePay screen:
Step Select the transaction to be refunded from the list of eligible payments.
Step 3. Select Refund Payment.
Step 4. A confirmation pop-up will be displayed, click OK to confirm. 1 2 3 4

9. End of Day Balancing
As your day winds down, you can review your payments & balance out with a simple query which allows you to see all payments for the day, or even a date range. The same feature allows you to find payment information to assist patients or conduct research in office.
From the Main Screen:
Step Select Reports.
From Report Mode screen:
Step Select the ePay Deposit Slip report.
Step 3. ePay allows user to enter specific search criteria, such as by Doctor, Facility, Group, Batch and date range.
Step 4. Once search criteria entered, click Preview icon.
Step 5. Click Print from your computer. 4 3 2 5 1
*Extensive payment data is also available conveniently online through TransFirst’s Transaction Central virtual terminal!

10. Storing Credit Card Information
ePay provides a payment processing tool at time of service that allows for storage of payment information to be used for post insurance adjudication charges. Complete these steps to store a credit card:
From the ePay screen:
Step While processing a sale, ePay defaults to the Store and Process Payment option.
Step 2. Once the sale is processed, the card information is stored by ePay and generates an ePay Authorization form for the patient to sign. 2 1

11. Processing Payments from Stored Credit Cards
From the Main Screen:
Step Select Reports, then ePay and ePay Guarantor List.
Step Enter the search criteria and hit Enter on keyboard to generate list of patient with balances due.
From the ePay Guarantor List:
Step 3. Select applicable Ticket number (patient) to be charged to get the ePay screen.
When it is time to process stored payments, generate report for patients with stored card and a balance due. 4 2 1 6 5 3

12. Processing Payments from Stored Credit Cards
From the ePay screen:
Step 4. Payment Amount defaults to the balance due, enter different amount, if needed.
Step 5. Select the stored card number to be used for the sale.
Step 6. Click Process Payment. 4 6 5

13. Additional Reporting and Bonus Features
Additional Reporting and added features are available through TransFirst’s virtual terminal, Transaction Central.
Transaction Central is provided without any additional cost
Easy to access via any internet connection and even easier to use
Complete voids of patient ACH (electronic check) payments
Provides additional reporting options to supplement ePay reporting

14. Additional Value!
Practices that use integrated payment systems can reduce costs of maintaining old POS terminals, costs of added phone lines, and eliminate cords and equipment clutter at check out counters/desks.
Back office payment processing can be done by any staff with access to the system without needing to come to front desk and use the old manual terminal!
Faster check out process and end of day balancing with all processes handled in one system.

15. Additional Value! NO CONTRACT TERM OR CANCELLATION FEES!
Quick access to payment history or details to assist patients or for in office research.
Help Desk and Technical Support through TransFirst, 24/7-no middle men or contractors!
Gross deposits into your existing bank account for simple balancing and auditing (fees aren’t charged until following month!).
NO CONTRACT TERM OR CANCELLATION FEES!

16. A word about TransFirst……..
TransFirst is a "Top 10" U.S. payment processor serving more than 200,000 merchants.
Over the last ten years TransFirst has established reputation in healthcare and today process payments for more than 30,000 healthcare providers!
TransFirst has in house provider consultants, help desk, technical support, and backs up their commitment to clients with BBB A+ rating and no required contract terms!

17. A word about TransFirst……..
A simple electronic application and merchant acceptance via avoiding need for paperwork, contracts, and long implementation process.
TransFirst provides ePay users, with VISA/MC, PCI, and HIPAA compliant products and services, and consult on best practices for receivable reduction.

18. lseigler@quatris.com or 817-984-5122 today!
Next Steps…….
To request more information, or discuss the product contact Lauren Seigler at Quatris
or today!
Automate your patient payments through ePay system with your GE Centricity PM
Quatris ePay and TransFirst® make it easy with an integrated payment processing solution