Flow Chart for Processing Credit/Debit Cards

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• 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 ...

• 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 ...

• 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 ...

• 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 ...

• 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 ...