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Integrated Payments Reporting

WebPT EMR Reporting

Payment Log

Integrated credit card payments will appear in the EMR’s Payment Log, with payment details, including the authorization number. If a payment is refunded or reversed, it will automatically be removed from the Payment Log. You’ll also be able to sort, filter, and track Credit Card and HSA/FSA payments.

For more information about the Payment Log, click here.

Reconciling Transactions

After you have started processing credit cards through the integration, you’ll want to reconcile your transactions. This helps you verify that the transactions recorded in the EMR are being deposited into your bank account.

Claims Feed Report

Credit card payments made through the Worldpay from FIS Integrated Payments solution will transmit to your integrated billing application and be recorded in the Claims Feed Report. The report will record all transactions, including the initial payment and any refund or reversal. This is only applicable to accounts with an integrated billing solution such as Therabill.

For more information about the Claims Feed Report, click here.

Worldpay from FIS/iQ Detailed Reporting

For more granular reporting on items such as card mix, check out your WorldpPay from FIS Merchant Portal. Additionally, if you have multiple clinics, you’ll be able to view the payment data collected for each clinic individually, and for your organization as a whole.

For more information check out a tour of FIS WorldPay’s iQ Merchant Portal (formerly Vantiv).

iQ Portal Training Webinar

You can also attend a training webinar where an expert will walk you through the tool. Learn about iQ basic including technology requirements, get a tour of the dashboard and review reconciliation, disputes, reports, and statements. Click here to register.

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