Pair your Device and Process a Credit Card Test Payment

Pair your Device and Process a Credit Card Test Payment

Virtual Credit Card Device

If you do not have a physical card reader, the Credit Card Processing screen in the System can be used to process credit cards.
  1. You can use a stored card or physically enter the credit card information.
  2. Pairing is not needed to use the Virtual Credit Card Device.
  3. The credit card vendor charges a larger percentage per transaction when entering a credit card manually.


Physical Card Reader

A physical card reader is a device that resides in your office where the credit cards can be swiped, tapped, or inserted.

  1. This device needs to be paired.
  2. Multiple Users can access and utilize the same Card Reader/Terminal.

Pair your Device

Visit this external link to view a video on pairing a V3 (Vega 3000) with your System.

The pairing code is generated from within the plug-in when you select the Chip icon. This should occur on the first Transaction. The device will remain paired to this computer unless you clear your browser cookies.

  1. Enter yourself as a Patient in the System.

  2. Create a Receipt from the Patient Dashboard.

  1. Payment Type: Patient Payment
  2. Card Amount: Enter $1.00 in the Card field and the Copay field (without the dollar sign).
  3. Choose the Card Type from the dropdown list.
  4. Select Save [F2].

Pop-up Widget

  1. Select Leave Money in Escrow checkbox or select an Encounter.

  2. Select Next.


  1. Terminal: From the dropdown menu, select -PAIR NEW TERMINAL-.

  2. Select the Next button.


  1. Terminal Name: Enter a name for your Terminal.

  2. Select the Generate Pairing Code [F2] button.


  • A pop-up with a Pairing Code will display. Enter the Pairing Code into the card reader.

    • Your terminal/card reader must be connected and powered on.

    • The card reader will indicate that it will accept a pairing code at this time.



The Card Reader will now display as an option in the Terminal dropdown on the Payment Process screen.

Process a Credit Card Test Payment

Before going live with the Credit Card vendor, you must confirm that a Credit Card Transaction has been received in the Practice's bank account.
  1. You can use your own credit card for the amount of $1.00.
  2. Once you have confirmed the Payment, you can do a Refund on the Credit Card Payment
  3. You can now start processing live Transactions.

Use the Receipt that was created above.

  1. Select the Process Payment [F2] button.

  2. Enter the Credit Card Information.



*****Wait for the card to finish processing before closing the screen.*****

  1. A Confirmation number will display on the Receipt in the Confirmation field and in the Note field.



Prior to Go-Live, you will be asked to confirm that the Credit Card Payment was received in the bank account.

After Payment confirmation, you can begin processing live Transactions.

Refund the $1.00 Payment

Use the Refund button on the Receipt screen to refund the $1.00 Payment.



Deactivate the Patient that you Created

If you do not want to keep yourself in the System as a Patient, you can deactivate it. See this link for documentation on how to deactivate a Patient.


Learn More

  1. Delete a Credit/Debit Card



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