Manually Submitting a Payment

To process a payment manually:

Use one of the methods in Processing Payments to access the Post New Payment window. The patient’s balance is displayed.

In the Amount Paid field, enter the amount of the payment. The payment amount at the bottom of the window equals the amount entered into the Amount Paid field.
In the Payment Type field, select an ePay transaction type: ACH (Bank Transfer), Credit Card, Debit Card, or Insurance–CreditCard.

Note: ACH payment functionality is only available for payments from patients, not insurance companies. Contact your Carestream Dental representative to set up this service and have your merchant account(s) configured to accept ACH payments.
In the Reference and Comment fields, you can enter more information about the transaction.
Click Post Payment. The Payment Manager Transaction window is displayed.

Note: Manually Enter Card Details is selected by default for ACH payments. For ACH payments, you must select a merchant account that is configured for ACH-based transactions. When you select a merchant that is not configured, a message is displayed.

In the Transaction Method field, select Manually Enter Card Details or Use Last Card (if applicable).

Manually Enter Card Details:

Note: When you select Manually Enter Card Details, the Use Card Device field is disabled.

When you select a credit card or debit card as the payment type, the Enter Card Details window is displayed.

When you select ACH as the Payment Type, the Enter Account Details window is displayed.

Enter Account Details

Note: You must enter a valid Account Number and Routing Number.

Use Last Card:

The Use Last Card option is available (and defaulted to) when posting a new Credit Card ePayment when the patient has an existing ePayment transaction using the same card. Select this option if the patient wants to use the last credit card that they used for the new payment.

This option displays the last four digits of the last card used only as a reference to confirm the desired payment method with the patient.

Note:
-- This option is not available for debit card payments.
-- If a patient opts to use a different credit card, select Manually Enter Card Details or Insert / Tap / Swipe. In this case, the next time a manual credit card payment is made, the Use Last Card option updates to the new most recently used card.

IMPORTANT: Sensei Cloud does NOT store credit card numbers. The interface between Sensei Cloud and Global Payments, Inc. (GPI) shares a "token" that enables a repeat use of the previous credit card used by the patient. There is no list of a patient's cards from which to choose. There is no way for the practice to access the full card information used by GPI to complete the payment.

Enter information in all fields and click Submit. A message is displayed.

When the payment is processed:

A Success notification is displayed at the bottom of the main window, and the transaction is displayed in the patient's Ledger.
If there is an error, a message is displayed. For more information, see Managing Failed Payment Transactions.
A receipt is displayed if you have configured Payment Manager to generate receipts. To manually generate a receipt, navigate to the patient's Ledger, click the transaction, and click Print Receipt.

Note: If your browser is configured to block popup messages, the receipt is not displayed. You must disable the popup blocker or put Sensei Cloud on the list of sites allowed to use popup messages.