For prepaid cards without a date of service provided there are two options:
- Add credit balance with the prepaid card
- Go to the patient’s credit balance and click the + to add funds
- Select Card as the payment type
- Enter in the card details and charge
- Once the payment is processed, remove the card on file since it is a prepaid card
Option 2 below, you can add credit balance as a rollover:
- Add the amount received as a rollover to the credit balance
- Use Stax’s portal to take payment, which avoids double counting the payment in Stride
- You can single sign-on into Stax’s portal from Stride by going to Account > Stax > Go to Stax
- Note: in Settings, your user on the Staff page must have the Payment Administrator role enabled
- Click “Take Payment” on the top right
- Enter in the card details and charge
- Note: this will ensure that you receive the funds, however the transaction will only be available in Stax, and not in Stride, to avoid double counting since it has been recorded as a credit balance in Stride
- Once the ERAs are received, you can use the credit balance to apply against the patient responsibilities on those claims
If you know the date of service, you can skip the credit balance part and process the payment like you would any other card.