Check Out a Patient & Process Payment (Fusion)

  Permissions: You need the Self-Scheduling or Scheduling permission to check out a patient.

When you check out a patient after they have completed their appointment, you have the option to document a co-payment as well as the amount the patient has paid for their appointment. If you have Enrolled in Payment Processing, you can also Process a Payment within Fusion. In order to complete checkout, your patient must already be checked in to their appointment. 

NOTE: This article is for clinics that are enrolled in payment processing with Fusion. If your clinic is NOT enrolled in payment processing, please see Check Out a Patient (Clinics not Enrolled in Payment Processing) to learn how to check out your patients. 

For payment-related questions, please contact the payments team at 844-311-2570 or [e-mail].

Fusion processes payments using two different secure payment processors: Vantage, and Therapy Brands Pay with Stripe. The steps you will take to check out a patient and process a payment depend on your payment processor. 

How do I know which payment processor Fusion uses for my practice?

Depending on which payment processor your practice is using, click the appropriate tab below to learn how to check out your patient and process or record their payment.

Check Out a Patient & Process Payment - Therapy Brands Pay & Stripe 

When you check out your patient, you have the option to either Process a Payment or Record a Payment for your patient. Use the Process a Payment option to process a patient's payment method within Fusion. Use the Record a Payment option to save information about a cash payment or payment that was made outside of Fusion 

Jump to Section: [Check Out and Process a Payment] [Check Out and Record a Payment]

Check Out and Process a Payment

1. From your Schedule, hover over your patient's appointment and click the $ Checkout icon.
   
   
   
2. Enter the Co-Payment or Account Payment.
   

   NOTE: If you need to process or record both a co-payment and an account payment for the appointment, you will do these one at a time. After you process the first payment, you can return to the appointment on your schedule to process or record the second payment.

3. Enter a Reference (Optional). 
4. Click Process a Payment to charge a credit card or debit card. 
   

   NOTE: Click Record a Payment to save information about a cash payment or payment that was made outside of Fusion.

   
   
5. Select a Saved Payment Method or select New Payment Method. If you select New Payment Method, fill in the Card Number, Expiration, CVC, Country and Zip fields. Select the Save for Future Use checkbox to save this payment method for the patient. 
   

   NOTE: Getting documented permission from the patient to save and re-use their payment information may help reduce the chance of disputed charges.

    
6. Click the Submit button. 
   
7. Select Print Receipt to print the receipt or select Email Receipt to email the receipt to the patient. If you select Email Receipt, you will be prompted to enter an Email for the patient. 
8. Click Process Receipt. Or, click Nope to finish without creating a receipt for the transaction. 
   

Check Out and Record a Payment

1. From your Schedule, hover over your patient's appointment and click the $ Checkout icon.
   
   
   
2. Enter the Co-Payment or Account Payment.
   

   NOTE: If you need to process or record both a co-payment and an account payment for the appointment, you will do these one at a time. After you process the first payment, you can return to the appointment on your schedule to process or record the second payment.

3. Enter a Reference (Optional). 
4. Click Record a Payment to save information about a cash payment or payment that was made outside of Fusion.
   

   NOTE: Click Process a Payment to charge a credit card or debit card. 

   
   
5. Click Save Checkout.
   
   
   

Check Out a Patient & Process Payment - Vantage

1. Go to Schedule → Calendar
2. Hover over the appointment. 
3. Make sure the correct patient is selected in the tabs to the right of the appointment hover. 
4. Click the checkout icon .
5. Fill in the information for the payment.
6. Click the Save Checkout button.
7. If you want to print or email a receipt, select the desired options and click the Process Receipt button. Otherwise, click the Nope button.

About the Fields

Field	Description
Co-Payment	The amount of the co-payment made by the patient. Co-payments are attached to claims and are not applied to a billing account until the claim is finalized. If a co-payment is entered, the checkout icon will turn green.
Account Payment	The amount of the account payment made by the patient. Account payments are applied directly to a billing account and are not linked to a specific appointment.
Action	Choose whether to record a payment or process it through Fusion:  Use Record a Payment to save information about a cash payment or payment that was processed outside of Fusion. Use Process a Payment to charge a credit or debit card through Fusion.
Method	Choose whether to use a new payment method or one that's been saved to Fusion. If you have a card reader, you can click the Scan Card button to scan a card's information into the fields below.
Cardholder	The name on the credit or debit card.
Card	The credit or debit card's number and CVV.
Expires	The month and year the credit or debit card will expire.
Zip	The credit or debit card's billing address zip code.
Save Card	Save the credit or debit card as a payment method for this patient. You should consider getting documented permission from the cardholder to save and re-use their card information. This can also help reduce the chance that a client will dispute a charge you process for them.
Reference	A reference number for the payment.