XCharge Setup

In the Payment window, right-click on XCharge. Select Settings.

There are two additional options to access the X-Charge Setup window:

To set up different credentials for Clinics using different merchant accounts, see XCharge Setup for Clinics.

Contact XCharge to install the XCharge client program.

Check the Enabled box.

Enter the Program Path to the XCharge.exe.

Enter the Username and Password supplied by XCharge.

Select the Payment Settings:

To enable Online Patient Portal Payments and/or Automatic Recurring Charges, enter XWeb settings.

To set whether or not new credit and debit cards are saved to a patient's account after each transaction, 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 XCharge server using a terminal.