To ensure your clinic can process Otto or Care Membership payments seamlessly in Cornerstone, follow these essential setup steps.
Step 1: Create a Payment Type (Required)
If your clinic needs a dedicated payment type for Otto or Care Membership transactions, follow these steps:
- Navigate to Menu → Controls → Payment Types.
- Click New to create a new payment type.
- In the dialog box, enter a Payment Method Name that suits your clinic’s reporting needs.
- Click OK to save.
Step 2: Sync Credit Codes (Required)
Credit codes determine which payment types are accepted for a client. For example, a "Cash Only" credit code prevents check payments. To ensure Otto or Care Membership payments are allowed, follow these steps:
- Go to Menu → Controls → Credit Codes.
- Click New, or select an existing code and click Update.
- In the Description field, enter or modify the name of the credit code.
- Check the Alert box to trigger a client alert.
- In the Payment Types Allowed list, select the payment type(s) that should be accepted (make sure Otto or Care Plan Payments are included).
- Click OK to save.
- Repeat as needed for additional credit codes.
Step 3: Create a Otto Employee (Optional)
To facilitate writebacks and manage Care Membership payments effectively, your clinic can create a dedicated Otto employee in Cornerstone:
- Navigate to Menu → Lists → Staff.
- Click New to add a new staff member.
- Enter a name (e.g., Otto Payments).
- Assign this staff member as the default exporter for conversations and forms.
- Click OK to save.
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Need Help?
If you have any questions or need further assistance, please reach out to our support team. We’re here to help!