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