CC Payments Vertification
7 min
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