Note: Only some facilities have enabled eCheck and Cash posting features.
eChecks
- SimpleePAY allows you to take an ACH payment via check.
- Once you have selected the payment amount, choose the tab CHECK at the top of the page.
- Type the account holder’s name, routing and account numbers, and choose between checking or savings.
- Simplee will verify the routing number is valid (using check-digit calculation), and that the account number is a proper length. Additionally, the account number matches the retyped account number.
- Please Note: If you select either Mail-In or In-Person then you will need to provide the Check Number as well. This is due to ACH requirements.
- Save the patient’s email address so they will receive a receipt.
Cash Posting
- Simplee does not physically process cash, but you can collect cash payments and post in Simplee so that accounts are correctly reconciled.
- Once you have selected the payment amount, choose the tab CASH at the top of the page.
- Save the patient’s email address so they will receive a receipt.
- Handle the physical cash as you normally would.
