Charging Clients a Credit Card Processing Fee
Some therapy practices opt to pass the credit card processing fees onto their clients, rather than absorbing it as a standard business expense. This article provides guidance on how to add a credit card processing fee to a date of service.
In this Article:
Add a Card Processing Fee
1 First, ensure you have a Custom CPT Code for credit card processing and a default fee.
You can still change this charged amount from the default fee at the time of service
2 At time of service, go to:
- (left menu)
- Click on the client's appointment, loading the pop up
- Click (top right)
3 Under the Payment Distribution section click on the Date or Service column of the CPT code:
4 At the top of the page select shown below:
5 On the CPT Code dropdown select the Custom CPT code you set up in step 1 for the surcharge.
- You have the option to change the $ unit price amount
- Review the breakdowns for accuracy, and click when finished (bottom right)
- You'll then be redirected to the appointment billing page and see the surcharge at the bottom:
6 Then take the payment as you usually would for a credit card. You can use the top right button on this screen.
Add a Card Processing Fee for a DOS with a Claim Already Submitted
Already submit the claim? Need to add the credit card processing fee after the fact?
No worries! Just follow these steps:
Unlock the Claim
- Go to (left menu)
- Then click Billing (top tab)
- Click on the Date of Service
- Click on the Claim (top tab):
Make note of the claim status first
→ You will need this later. Ex: Accepted by insurance, Submitted to Clearinghouse, etc- Then click (top right)
- On the new pop-up,
- Then click
Add the Credit Card Processing Fee
- Go to (left menu)
- Click on the client's name
- Then click Billing (top tab)
- Click (top right):
- Select the CPT Code for the Credit Card Processing Surcharge
- You can optionally change the $ unit price:
- Then click (very bottom right)
Change Claim Status Back
Follow these last set of steps to finish the process:
- Go to (left menu)
- Click on the client's name
- Then click Billing (top tab)
- Click on the Date of Service
- Click on the Claim (top tab):
- Return to the status it was in before by clicking the button (top right)
- Select the status the claim was in before reopening
- Ex: Accepted by insurance, Submitted to Clearinghouse, etc