CareCollect Payment Processing to Meet Your Needs Availity, LLC All Rights Reserved

CareCollect

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

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

CareCollect Benefits,

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

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,

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

Understanding Payment Confirmations,

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

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

Using Transaction Central,

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

Using Transaction Central,

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

Using Transaction Central,

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.

Using Transaction Central,

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

Using Transaction Central,

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

Using Transaction Central,

Access numerous, customizable transaction reports. When accessing a report, the system generates an Excel spreadsheet file that can be

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