Credit Card Services Overview

This feature is only available for clients that have System merchant service integration in place.

Credit Cards can be used for Patient Payments and Insurance Payments.

Credit Card Setup

• System Setting for Electronic Processing Checkbox

• If you are not using a System-integrated Credit Card Processor, this setting will not have any effect.

• Virtual Credit Card Device (Nexio)

• Physical Card Reader (Nexio)

• Pair Your Device (Nexio)

• Lane Terminal Setup (WRP)

• Process a Credit Card Test Payment

• This is a mandatory step. Before processing Payments, you need to make sure that the money is being deposited into the Practice's bank account.

Process/Refund/Void a Credit Card Payment

• Process a Credit Card Payment

• Flow Chart for Processing Credit/Debit Cards

• Create a new Patient Payment Receipt

• Payment is Approved

• Credit Card did not Process

• Card is Declined

• Insurance Credit Card Payments

• Find a Credit Card Receipt: Requested but not Processed

• Refund a Credit Card Payment

• Void a Credit Card Payment

• Payment Plans

• Add a Payment Plan

• Add a Credit/Debit Card

• Deactivate a Payment Plan

• View all Payment Plans

• Modify a Credit/Debit Card

• Delete a Credit/Debit Card

• Related Articles

• Add/Process a Credit Card Payment

  Add/Process a Credit Card Payment A Receipt can be created for a Patient or an Insurance Credit Card Payment. You must have merchant (credit card) service integration in place for this feature to be available. If you are not using one of the System ...

• Refund or Void a Credit Card Payment

  What is the difference between Voiding and Refunding Credit Card Payments? If the Payment is stopped the same day that the Receipt was created and processed, the Void button will be available to use. If the Payment needs to be stopped anytime after ...

• Pair your Device and Process a Credit Card Test Payment (Nexio)

  Pair your Device and Process a Credit Card Test Payment (Nexio) This workflow only applies if you are using Nexio as your Merchant Services provider. Virtual Credit Card Device If you do not have a physical card reader, the Credit Card Processing ...

• Wind River Lane Terminal Setup

  Initial Setup To set up the credit card device successfully, an internet connection is required, either through an Ethernet cable or Wi-Fi, depending on the chosen device. Verify that an Ethernet port or nearby router is accessible from your ...

• Modify a Credit/Debit Card

  Credit/Debit Information can be modified if there is not a connected Receipt. The modifications can be made from the Credit/Debit Cards link on the Patient Dashboard. The fields that can be modified are: The Cardholder Name Expiration Date Zip Code ...