When it comes to a guarantor paying by check, Staff Experience users can accept check payments in the form of a manual check or an eCheck.
Manual checks:
These are actual physical checks that are linked to a guarantor's checking or savings account.
Generally, a guarantor is using a manual check by filling out and mailing in a paper check to their provider along with the paper coupon that is provided at the bottom of their billing statement.
They can also physically go to the provider's billing department and presenting a manual check as payment towards their bill. In the second scenario the check is recorded in the Staff Experience.
The required fields to take a manual check payment in the Staff Experience are:
- Payer Name
- Check Number
While these are not required fields, Flywire suggests to collect this data to keep an accurate record of the payment.
eChecks:
These are also known as "electronic checks". Like manual checks, eChecks are linked to a guarantor's checking or savings account.
The main difference is that the guarantor is entering their routing number and account number online through the Patient Experience versus mailing in a physical check. Guarantors can only pay by check in the patient portal using an eCheck versus a manual (physical) check.
The required fields to take an eCheck payment in the Staff Experience are:
- Name on Check
- Account Type
- Routing Number
- Account Number
- Account Number (retyped)
