Insurance companies may issue prepaid debit cards for claims payouts or reimbursements. The majority of these cards, whether physical or virtual, can be entered through Counsol just like personal credit cards.
By default, credit cards are considered client-owned, which means payments made from them are initially categorized as client payments. To avoid processing a transaction, then having to edit the payment designation from client to insurance, you can save time by specifying that the credit card belongs to the insurance company. This way, payments made with that card will automatically be categorized as insurance payments.
Note: Merchant services companies require a minimum amount of identifying info to accept remote card submission through Counsol or your client portal. Some cards do not provide sufficient info to meet those requirements. In those cases, you should be able to log into your merchant services account to enter/process the card there, then return to Counsol to record the payment occurred.
ON THIS PAGE:
•How to enable insurance card designation for new cards
•How to add an insurance credit card to be securely stored with your merchant services company
How to enable insurance card designation for new cards:
1. Go to Settings > Practice Settings > Payment Processing.
2. Click the blue "change settings" link near the top of the page.
3. Under the "Accept Insurance Company Cards" setting, select Yes, then click Save.
How to add an insurance credit card to be securely stored with your merchant services company:
1. Select the Clients icon, and then click on the desired client’s name from the Active client list.
2. Click on the Billing tab.
3. Click the Manage Cards button.
4.Click the Add New Card button.
5. Fill out all of the credit card information and select the option that designates the card as an Insurance card, then click Save New Card.
Note: You are able to add and securely store multiple cards under a single client.
