How to Charge a Patient in eVisit – eVisit

A patient can be charged immediately after the visit, or you or your billing department (admin) can process the charge later.

When a provider completes a visit, there is the option to charge the patient immediately or process the charge later.

Note that only completed visits can be charged. If a visit was canceled or a patient did not attend their appointment, you cannot charge for it. Additionally, once a patient has been charged for a visit, the visit can’t be charged again.

How to process a charge immediately after completing a visit

How to process a charge at a later time in the eVisit app

How to process a charge at a later time in the admin console

How to process a charge immediately after completing a visit

After completing a visit with a patient, you can charge their credit card immediately before moving on to your next appointment.

To charge a patient immediately following a visit, follow these steps:

In the visit side panel, click the Billing tab $
Then, in the “Amount to charge” field, enter the fee for the visit
Click Charge

Fig. 1

A green checkmark will display in the Paid column of the patient’s visit row, indicating they have been successfully charged for the visit.

Fig. 2

Fig. 3

How to process a charge at a later time within the eVisit app

Sometimes, you or a staff member cannot charge a patient immediately after their visit. Fortunately, eVisit provides an easy way to locate these uncharged visits and complete the billing process.

Note that once a patient has been charged for a visit, the visit can’t be charged again, nor can the amount charged be altered.

To begin, log in to your eVisit account
Click the Visit History

Fig. 4
By default, visits are listed in reverse chronological order; use the filters above the list to search for a specific visit

You can filter by Date Range (Fig. 6), Providers, Visit Time, Visit Status, Visit Kind, and Chart Actions (Fig. 7). Visits that have a successful payment attached to them will have a green checkmark in the Paid column (Fig. 5).

Fig. 5

Fig. 6

Fig. 7
On the right side of the visit row, click the See More icon

Fig. 8
Click the Payment icon

Fig. 9
In the “Amount to charge” field, enter the fee for the visit, then click Charge

Fig. 10

The amount charged will be displayed. Return to your visit history page, and you'll see a green check mark in that visit's Paid column (Fig. 5).

How to process a charge at a later time in the admin console

If you prefer to have an administrator process charges, they will do this way:

From the admin dashboard, click the Visits tab
Fig. 10
Locate the visit that needs to be charged by sorting or using the filter menu at the right of the page
Fig. 11
At the far right of the visit row, click View to open the details of the visit
Locate and click the Payments tab
Fig. 12
Click New Visit Payment
Fig. 13
Enter the amount to charge, then click Charge
Fig. 14
When the charge has been processed successfully, the payment information will display under the Visit Payments header
Fig. 15