When you use Braintree, do you set up a card for only those with a back balance or every patient?
Bert, we set up a card for every patient. When the EOB comes in, we automatically charge them. Yes, we do send them both an invoice and a receipt. Its easier with V6.6 the newest one since you can print out invoices with notes on them. So the note says "$17.34 balance due, coinsurance, issues addressed during preventive." and then another entry for "payment received." Plus the credit card receipt. Previously, I had to turn on quickbooks to insure I had a proper receipt with explanations. (for me as well as for the patient).
