Charging Clients a Credit Card Processing Fee

Some therapy businesses choose to pass on the cost of credit card processing to their client instead of considering it a usual cost of business. This article explains how to add that processing charge to the client's fees for the service. 



Step By Step Directions outlined in the video above:

1. Enter a Custom Code in your CPT code list that Indicates a Credit Card Processing Surcharge and assign your usual and customary fee for credit card processing. Article: Add a Custom CPT code (you can still change this charge from the default fee at the time of service)

2. At time of service, go to Schedule → Click on the appointment date/time, loading the appointment popup → click the top right Button.

3. Click on the Date or Service from the payment screen.

4. At the top of the page select and select the Code for the Credit Card Processing Surcharge. 

5. If it differs from the default fee, Edit the Unit Price and Client Responsibility amount to match the actual surcharge you are charging for the payment and click

6. Then take payment as you usually would for a credit card. Article: Accept or Take a Payment

How to add a Credit Card Processing Fee to a Date of Service when a claim has already been submitted:

  • Click on the client's Billing tab
  • Click on the Date of Service
  • Click on the Claim tab
  • Click on the top right
  • Click the button
  • Then click
  • That will reopen the claim
Then,
  • Click on the Billing tab
  • Click on the top right of the screen
  • Select the code for the Credit Card Processing Surcharge
  • Then click
  • Click the Claim tab
  • Return to the status it was in before by clicking the button (top right)
  • Select the status the claim was in before reopening (Accepted by insurance, Submitted to Clearinghouse, etc)
  • The credit card fee should be added now