How to Create and Manage Payment Types

Sensei Cloud allows you to create and manage various payment types from the Payments screen. You can create new, more detailed, payment types corresponding to a core payment types for advanced tracking and reporting purposes. 

For example, you might create a "Discover" or "Visa" Payment Type, with the core Payment Type being Credit Card, or create a custom Insurance - Check Payment Type named for a specific insurance payer, etc.. 

From the Administration tab, select Procedures & Fees > Manage Payments. 

Note: Users must either be Administrators or have the Manage Payments setting enabled in their user permissions (Administration > Permissions > User Permissions > Administration section > Manage Payments option) in order to work with the Payments list. 

To add a new Payment type:

1. Under Actions, click Add New Payment Type. A new line is created in the list.
   
2. Enter a unique name for the new type. 
3. Select a core Payment Type from the drop-down list.
4. In the Status column, select A for active or I for inactive.
5. Select the checkbox in the On Deposit Slip column if you want to include the payment type on deposit slips.
6. In the Actions column, click the Checkmark icon to save the item to the list, or X icon to delete it.
   Note: 
   -- You cannot edit the names of the core payment types provided with Sensei Cloud, but you can mark them as Inactive or change the deposit slip setting using the Pencil icon. You can edit the names of any payment types you create. Note: Editing the name of a payment type updates all existing transactions to reflect the new name, thus updating existing payments posted to the ledger and all related reporting. 
   -- Any changes made in the Payments list are reflected in existing transactions and will be used when posting future payments of the same type. 
   -- Deactivating a payment type will prevent its future use but will not impact existing transactions that have been posted.

Tip: You can filter the list by the core Payment Type (e.g., Credit Card, Debit Card, etc.) or the status (Active, Inactive, or All). 

When a payment type has been created, you can immediately use it when posting payments from the Patient Ledger. The payment type is available from the drop-down list in the Post New Payment window and will be appended with the core Payment Type at the front: [Core Payment Type]: [Custom Payment Type Name].

For example, a custom credit card payment type might be named Credit Card: HSA/FSA Card.  

Payments made using the custom payment type are included in all of the relevant financial reporting as usual, such as the Financial Daysheet or a Payments By Type Report.