SpecCheck lets your practice collect payments from patients right from the dashboard, and keeps a record of every transaction.
Please Note: Patient Payments is a separate subscription and requires a card reader. To enable it for your practice, please contact [email protected].
View Transaction History
Click Transactions in the left sidebar. The Transaction History page shows each payment's Amount, Status, Payment Method, Paid On date, and Reference Number. When the reference number is an Rx number, click it to open the related order. Use Search to find a transaction and Refresh to load the latest.
Collect a Payment
Click Create Transaction.
On the left, under Transaction Details, enter a Reference Number (such as the order's Rx number) and the Subtotal. The Reference Number is required, and the Total Price is calculated for you.
On the right, under Payment Details, enter the Patient Email Address (required) and choose a payment option:
Pay with Terminal – The patient pays on your card terminal. This option only appears when your practice has a connected card reader.
Enter Card Details Manually – Type in the patient's card information.
Click Process Payment.
Collect a Payment When Submitting an Order
When Patient Payments is on for your practice, the same payment window opens when you submit an order. Request Payment is selected by default.
Transaction Details – Enter the Subtotal. If you add a discount, the total shows the Subtotal, Discount, and Total Price. A custom discount also asks for a Discount Amount and Reason.
Payment Details – Enter the Patient Email Address, then choose a payment option. Request Payment sends an invoice to your patient for direct payment. You can also choose Pay with Terminal, Enter Card Details Manually, or Skip Payment.
Choosing Skip Payment clears and turns off the transaction fields, and the button changes from Process Payment to Submit Order so you can send the order without collecting payment. Changed your mind? Choose another payment option to turn the fields back on.
Questions about patient payments? Contact [email protected]. To enable Patient Payments, contact [email protected].