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dinalunkendds
Canine II

Patient EFT Payments

Hello, We just recently started accepting Pay Pal for payments.  So I made a transaction code for Paypal and made it an EFT (which it is because pymt goes directly into bank acct.)  So when I posted the payment it did not show up on my daily reports.  Anyone know how to do this so it shows up.

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jdowner
Moderator
Moderator

Re: Patient EFT Payments

Unfortunately, the PracticeWorks software doesn't have a way to make a patient EFT payment code and have it show up on the deposit details report. The only patient payment code types that show up on the deposit details are Cash, Check, and Credit when you are making your own payment codes, and these will show up in their respective sections on the deposit slip and details pages of the reports. 

Johnathan Downer | Technical Support Analyst
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kpratt
Premolar I

Re: Patient EFT Payments

I always post patient EFTs in the bulk payments.  

bnissen
Premolar I

Re: Patient EFT Payments

Our daily report shows EFT payments:

bnissen_0-1628609913964.png

 

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jdowner
Moderator
Moderator

Re: Patient EFT Payments

The EFT section on the deposit details is for Insurance EFT payments. Either through an IP entry and selecting the type to be EFT or when posting a payment using our ePosting module.

We do not currently have a way to make a patient payment an EFT type and make it show up on the deposit reports.
Johnathan Downer | Technical Support Analyst
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