Credit Cards  

Credit card processing is is integrated into the Payment window.   There are many companies that offer this service as a standalone solution.  We have integrated with two companies:

X-Charge

PayConnect

Either of these can be turned on from the Payment window by clicking on the corresponding button at the upper right.  Right click on the button if it is already enabled.  Settings can also be accessed from the Program Links. 

Manage Credit Cards
In the Account module, click the Credit Card Manage button within the Main tab on the right to show the list of credit cards for the currently selected patient.

If you have more than one card on file for this patient, the Up and Down buttons will rearrange the order in which the cards show in the Credit Card drop down list within the Payment window.

Add / Edit a Credit Card
Click the Add button within the Credit Card Manage window to add a new credit card or double click on an existing card in the list in order to edit or card information and setup Recurring Charges.

If the Address and Zip are left blank then the address on file within the Patient Information will be used. The add button will work differently when using X-Charge with the token feature enabled. See the Token section on the X-Charge page on steps to start using tokens.

Authorized Recurring Charges
The authorized recurring charges section will only show when X-Charge is enabled.

In order to have credit cards show up in the Recurring Charges list, the Charge Amount and Date Start must be set. This will designate the monthly amount to charge the card that was approved by the patient. This credit card will show up in the recurring charges list to be charged every month (on the day set in the Date Start field) if the patient owes the Charge Amount or more.