How to Use ChiroSpring Pay

In this article, we will walk you through the process of taking payments using ChiroSpring Pay, including storing cards on file and making terminal payments. We will also touch on reports and how to run them for better insights into your practice. For more detailed instructions, please refer to the ChiroSpring Pay articles.

To enroll in ChiroSpring Pay CLICK HERE

Learn How to Use ChiroSpring Pay (video below)

Webinar - ChiroSpring Pay Tips & Tricks

From the treatment & billing dashboard, select add payment Icon to access the add payment screen.

From the patient's menu drop-down, click on Add Payment

ADD PAYMENT SCREEN

Select payment method, credit card

• If a card is saved on file, select the appropriate card
• If no payment method is on file, you will need to add one to process payment. Click the icon next to "Existing payment methods" and follow the prompts
• If using a terminal, select "Pay through terminal" to prompt the card reader.

Enter payment amount

Click "Submit" to complete the transaction.

• Submit will prompt the terminal for the patient to complete transaction

To provide convenience for your patients, ChiroSpring Pay allows you to securely store their credit card information on file.

• From the Add Payment screen, select the icon "Add Payment Method on File."
• Enter the patient's credit card details, including the card number, expiration date, and billing address.
• "Store for future payments" is selected by default.
• Click Save to securely store the card information

Terminal payments refer to payments processed using your ChiroSpring terminal.

• To learn how to set up and use terminal payments, please refer to the ChiroSpring Pay Quick Start Guide (QD4), which provides step-by-step instructions.

ChiroSpring Pay offers useful reports to help you analyze your practice's financial performance.

• To access the reports, go to Reports and click on ChiroSpring Pay.
• Reports available:
  1. Payment History: Provides a full overview of transactions received during a specified period.
  2. Scheduled Payments: Displays a list of patients who have scheduled payments.
  3. Scheduled Unpaid: This shows a list of all failed scheduled payments.
  4. Deposit Report: Offers a comprehensive view of batches within a specified timeframe.