carecollect payment processing to meet your...

CareCollect® Payment Processing to Meet Your Needs

©2011 Availity, LLC | All Rights Reserved 1

What We Will Cover • Understanding CareCollect ▪ Overview and benefits ▪ Access to CareCollect

• Accessing Pre-authorization forms • Collecting payments ▪ Payment options ▪ Payment confirmations ▪ Recurring payment profiles

• Using Transaction Central • Questions


Understanding CareCollect®

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The Availity CareCollect service is an efficiency tool designed to provide payment processing improvements to your practice – where and when you need them the most! From the Availity web portal, you can process patient payments for all of your growing payment situations.

• Process credit cards, PIN-less debit cards, and electronic check payments.

Payment Processing

• Access from standalone menu option, from an Eligibility and Benefits Inquiry, or CareCost Estimator result.

Integrated Access

• Perform end-of-day settlement, run reports, and process credits, voids, and recurring payments.

Comprehensive Administration

©2011 Availity, LLC | All Rights Reserved

CareCollect Benefits • Replaces existing point-of-sale terminals, saving counter space and

eliminating equipment, licensing fees, and the need for an extra phone or fax line; uses existing internet connection

• Expedites payment processing • Integrates with Availity solutions (E&B and CareCost Estimator) • Supports integration with your billing system • Supports void, credit, recurring payment, and other services • Allows any kind of payment, including copayments, deductibles, no-

show fees, product sales, and more • Supports all payment situations; not specific to health plans • Allows easy enrollment; no contract term or cancellation fees

4 ©2011 Availity, LLC | All Rights Reserved

CareCollect Benefits, cont.

Appointment scheduling

Patient check-in or out

Post-visit

By telephone

In person

Recurring payment

Info on file

Collect payment when and how it works best for you and your patients.


Accessing Pre-Authorization Forms Pre-authorization forms for credit card and automated clearinghouse (ACH) are available on the Availity portal under Availity Resources.


Accessing CareCollect An organization’s Primary Access Administrator (PAA) assigns CareCollect to Availity users. The PAA is usually the office manager or administrator. • To locate contact information for your organization’s PAA, log in to the

Availity portal and click Who control’s my access? at the top of any page. A pop-up window displays containing your organization’s PAA and Primary Controlling Authority (PCA) information.


Accessing CareCollect Click Collect Payment from…

Availity menu

Eligibility and Benefits results

CareCost Estimator results


Collecting Payments Once the Collect Payment page displays, complete the Organization, Account, and Payment Collection Method fields. The payment collection method you select determines which fields display on the rest of the page.


Collecting Payments, cont.

Simply plug the card reader into your computer’s USB port to swipe patient credit cards and PIN-less debit cards, and the information populates automatically for you.

Use the same card reader to swipe patient insurance ID cards to populate data in the Eligibility and Benefits and CareProfile Inquiry pages.


Understanding Payment Confirmations When the confirmation displays, you can print it as receipts for your records and for the patient. Click Print Patient Receipt, and then print the page as you would any other document. Click Print Provider Receipt and repeat the process to print the provider receipt.


Understanding Payment Confirmations, cont.

When payment is made by check, funds are not verified immediately. Run a report for transactions that fail for insufficient funds.


Adding Recurring Payment Profiles You can use the Recurring Payment Profile page to: • Create recurring profiles for patients, including manual and automatic

payment options • Create credit card and ACH profiles that integrate with the recurring

profile on CareCollect administration • Post recurring credit card and ACH payments

To create a payment profile to process payments at a later time, select Manual. To create a payment plan that you will use now to automatically process recurring payments of the same amount over a period of time, select Auto.


Adding Recurring Payments - Auto When using the Auto option for Profile Type, enter the appropriate information:

• Total Number of Debits • Amount • Date of First Debit • Billing Cycle

The first debit will begin processing on the date specified in the Date of First Debit field.


Using Transaction Central You can perform other types of transactions using CareCollect's web-based merchant services tool. To access, click CareCollect | Administration in the Availity menu. Then click I Agree. • Set up recurring payments • Void and credit payments • Perform end-of-day settlements • Run reports of payments processed


Using Transaction Central, cont.

Log in to Transaction Central using the Transaction Central merchant ID and password provided when you register for CareCollect.



After authenticating your merchant ID and password, access various administration functions on the Transaction Central website.



Follow these steps to process a manually recurring payment: • Click Manual Recur from the menu bar. • For a new transaction, click Add New Manual Recurring

Transaction. • For an existing transaction, enter optional search criteria, and click

Apply Filters. A list of manual payment transactions displays.



To void a transaction that has not settled, click Void in the top menu. When the search filters appear, enter optional search criteria, if desired, and click Apply Filters. A list of authorized transactions display. Locate the transaction you want to cancel and click Void in the Action Key column.



To credit a transaction, click Credit in the top menu. When the search filters appear, enter optional search criteria, if desired, and click Apply Filters. A list of settled transactions display. Locate the transaction you want to refund and click Credit in the Action Key column.



Access numerous, customizable transaction reports. When accessing a report, the system generates an Excel spreadsheet file that can be saved on your computer for additional manipulation and review.


Thank you!

Interested in a complimentary comparison with your existing merchant? Call the TransFirst Health Services Availity Program Team at 1.800.577.8573

or

In the Availity portal, on the Home page, click CareCollect Payment Collection in the Value-Added Services section and complete the form to request a call-back from a representative.


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