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 screen in the System can be used to process credit cards.

• You can use a stored card or physically enter the credit card information.
• Pairing is not needed to use the Virtual Credit Card Device.
• 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.

• This device needs to be paired.
• 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.

Pop-up Widget

• Select Leave Money in Escrow checkbox or select an Encounter.
• Select Next.

• Terminal: From the dropdown menu, select -PAIR NEW TERMINAL-.
• Select the Next button.

• Terminal Name: Enter a name for your Terminal.
• 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 (Mandatory)

This is a mandatory step to ensure that Payments are being deposited to the correct bank account.

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.

• You can use your own credit card for the amount of $1.00.
• Once you have confirmed the Payment, you can do a Refund on the Credit Card Payment
• You can now start processing live Transactions.

Enter yourself as a Patient in the System.

• Create a Receipt from the Patient Dashboard.

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

• Use the Receipt that was created above.

• Select the Process Payment [F2] button.
• Enter the Credit Card Information.

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

• 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.

• Use this link for Documentation on how to do a Refund: Patient Refunds.

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

Credit Card Services Overview

Delete a Credit/Debit Card