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