How to: Updox Payments Dashboard

Step 1: 

Access Patient Payments 

Step 2:

Navigate to the Updox Payments Dashboard by clicking “Dashboard” on the navigation bar at the top of the screen

Step 3:

The Updox Payments Dashboard is an overview of all payment requests (and their statuses) past and present.

Step 4:
Search for transactions involving a specific patient, dollar amount, requester or date by typing in the search field.

Step 5:

Click on any transaction to expand the view for more details.

Step 6:
Click on column headers to sort the view.

Step 7: 

Click on the ellipsis on the right to take action on an item. Note: If your nightly reconciliation batch has not run, you will void a transaction. If it has run, you will refund the transaction. Though this image shows both options, Updox will automatically determine the best path.

Step 8:

Statuses tell the status of the items. Requested – an item that has been requested but has not been paid Cancelled – a request that has been cancelled by the practice Paid – a paid item Partially Paid – the patient paid less than the amount requested Refund – a refunded item Void – a voided item.

Step 9:

Taking actions on items will open a window, asking you to confirm the action. Once confirmation is made, the action will be taken and the item’s status will change.