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Set up X-Charge (one set of credentials)

Below are instructions for setting up X-Charge (also known as OpenEdge) using a single set of credentials.
Note: If using clinics, you can set different X-Charge credentials for different merchant accounts. See X-Charge Clinic Setup instead.

  1. Contact X-Charge to install the X-Charge client program.
  2. Open the X-Charge Setup window. You have three options:
    • (first credit card transaction) On the Payment window, click X-Charge.
    • In the Main Menu, click Setup, Program Links, X-Charge.
    • On the Payment window right-click the X-Charge button, Settings.

  1. Check the Enabled box.
  2. Enter the path to the XCharge.exe.
  3. Enter the X-Charge username and password (supplied by X-Charge).
  4. Select payment defaults:
    Payment Type: Select the default payment type for X-Charge transactions. To customize options see Definitions: Payment Types.
    Prompt for signature on CC trans by default: Check this box to prompt patients for a signature on the credit card terminal before completing transaction. The terminal must support electronic signatures.
    Print receipts by default: Check this box to automatically print a receipt to the default receipt Printer when a transaction is completed.
    Recurring charge list force duplicates by default: By default, duplicate charges to the same card, on the same day, for the same amount will be denied. This is to prevent accidentally charging a card twice. Check this box to allow duplicate charges on the same card by default. Used if family members have recurring charges setup on the same credit card.
  5. To enable Online Payments via the Patient Portal, enter X-Web settings.
    a. Check the 'Enable X-Web for patient portal payments' box.
    b. Enter the XWebID (12 digits).
    c. Enter the Auth Key (32 digits).
    d. Enter the Terminal ID (8 digits).
  6. Click OK to save settings.

To set the default for storage of credit card tokens, see Account Module Preferences, 'Automatically store credit card tokens'.

Installing X-Charge with a Terminal
Below are some points to consider based on a user's experience installing the X-Charge server using a terminal.

  • Setup may take 1 - 2 hours plus follow-up.
  • When you call the X-Charge help desk the first time, choose Install in the Touch Tone menu (not Tech Support).
  • Install X-Charge as a Windows Service to prevent accidental shutdown of the X-Charge program and/or server.
  • If capturing signatures, they will be stored on the workstation in your office that acts as the X-Charge server. Make sure you have a backup plan.
  • Install the X-Charge server on your central server; it does not need to be connected to a terminal. X-Charge may want to set it up on a workstation connected to a terminal, but do not do this. This way you can organize your backups to save signatures along with other data on the central server.
  • On the terminal:
    - Debit cards have to be swiped and patient will key in the 4 digit pin, even if the cards have chips.
    - When a transaction is complete, a receipt will print (customer's copy). This receipt does not have the signature on it.
    - Completed signatures can only be accessed by running the X-Charge utility.
  • ISC-250 terminal:
    - It can be customized to display your logo and a short message.
    - If a patient calls in a payment, the card number must be keyed into the terminal. If a workstation only has the X-Charge software (and no terminal), the keyboard can be used.
  • Staff training is important. The EMV transaction process can be confusing due to the requirements of EMV technology.


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