CC Payments

credit card payment verification sop purpose ensure all credit card payments from the previous day are accurately entered in chirotouch and match physical receipts when completed during opening procedures each day responsible role front desk systems used chirotouch step 1 gather receipts collect all patient payment receipts from the previous day organize them for review step 2 prepare batch write the previous day’s date at the top of the receipt batch step 3 access payment report (chirotouch) open chirotouch navigate to practice ledger payments date step 4 set filters change filter date to previous day example 08/08/2024 → 08/08/2024 select location hp click apply step 5 match payments to receipts go through each payment listed match each entry to a physical receipt step 6 verify accuracy for each transaction, confirm correct patient correct amount payment is entered in system step 7 mark completion checkmark each receipt once it has been verified and matches chirotouch 👉 if anything does not match stop and investigate immediately do not move forward until resolved ask manager or doctor for resolution if unable to resolve