In the Main Menu, click Setup, Program Links. Double-click on EdgeExpress from www.globalpaymentsintegrated.com.

EdgeExpress is part of XCharge (OpenEdge). Both are provided by Global Payments Integrated.

• Typically, EdgeExpress cannot be installed simultaneously with XCharge, as only one can be used for regular patient payments.
• If using EdgeExpress for online payments, XCharge can still be installed for regular patient payments.
• Open Dental Cloud users must use EdgeExpress over XCharge.

To enable EdgeExpress:

1. Check the Enabled box.
2. If using clinics, select the Clinic the Payment Settings apply to.
3. Select the default Payment Type for EdgeExpress transactions.
   • If the Preference, Payments prompt for Payment Type, is enabled, users must manually select a payment type.
4. Determine the following:
   • Prompt for signature on CC trans by default: Check to prompt patients for a signature on the credit card terminal before completing transactions. The terminal must support electronic signatures.
   • Print receipts by default: Check to automatically print an EdgeExpress receipt to the default receipt Printer when a transaction is completed.
   • Recurring charges force duplicates by default: By default, transactions for the same amount charged to the same card on the same day are declined. This is to prevent accidentally charging a card twice. Check to allow duplicate charges. Useful if family members have recurring charges set up on the same card for the same day.
   • Prevent saving new cards: Uncheck to allow users to process new transactions or save new payment information to a patient's account in Open Dental. Check to prevent users from processing new transactions or saving new payment information in Open Dental. This does not affect payments processed through the Payment Portal.
     • To set whether or not new cards are saved to a patient's account after each transaction, see Preferences, Automatically store credit card tokens.
   • Enable payments for Payment Portal and eClipboard: Check to allow patient payments via Payment Portal.
5. Enter the X-Web settings:
   • Enter the XWebID (12 digits).
   • Enter the Auth Key (32 digits).
   • Enter the Terminal ID (8 digits).
6. Click OK to save.

When enabled, a Global Payments Integrated button displays in the Payment window.