Payments Insider - Credit Card Reconciliation

  • Updated

With the AveaOffice Patient Billing Add-on, use the partner portal called Payments Insider to ensure deposits reconcile against transactions. Compare against the Patient Payments Report (Patient Billing) for credit card transactions on a daily or weekly basis.

 

This article covers the following topics:

  • Getting started with Payments Insider
  • Reconciling with reporting
  • Getting support from Elavon

Related Topics

 

Getting started with Payments Insider

When the merchant account for credit cards has been established, your AveaOffice Add-on project manager will send important merchant details. You will be provided the MID, username, and password once your account has been approved.

The partner that processes credit card transactions is called Elavon and the portal link is https://www.MyPaymentsInsider.com.  You will be provided the MID, username, and password once your account has been approved.

Set up an account as soon as these merchant details are received to ensure access for the future.

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Once on Elavon’s website (Payments Insider), you will need to register.  You will need their MID and the last 4 digits of the bank account number that was used in the merchant account application.

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Reconciling with reporting

From the main menu, select Reporting to see the available reports.

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Selecting Payments will show each payment made to your bank account.

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Scroll down to see the batch details and payment dates.

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View the transaction details of each batch.

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Compare this report daily to the Patient Payments report for credit card transactions on a daily or weekly basis to reconcile against the bank account.

 

Getting support from Elavon

Elavon's customer service number is (800) 725-1243.

 

 

 

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