Set up XCharge for payment integration.
In the Payment window, right-click XCharge, click Settings.
- (During the first credit card transaction) On the payment window, click XCharge.
- In the Main Menu, click Setup, Program Links, and double-click X-Charge from x-charge.com.
Note: XCharge (OpenEdge)
was a previous option available through Global Payments Integrated. Existing XCharge installations can still be used, though Global Payments Integrated no longer supports XCharge. Users should contact Global Payments Integrated to switch to EdgeExpress, their updated payment processing option.
To set up different credentials for Clinics using different merchant accounts, see XCharge Setup for Clinics.
First, contact XCharge to install the XCharge client program. Once installed:
Check the Enabled box.
Enter the Program Path to the XCharge.exe.
Select the Payment Settings.
(optional) Enter XWeb settings to enable Online Payments and/or Automatic Recurring Charges.
- Enter the XWebID (12 digits).
- Enter the Auth Key (32 digits).
- Enter the Terminal ID (8 digits).
- Enable X-Web for Payment Portal payments: Check to allow patients to make payments online using the Payment Portal (not required if only using Automatic Recurring Charges).
Click OK to save settings.
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.
- Setup may take 1 - 2 hours plus follow-up.
- When calling the XCharge help desk the first time, choose Install in the Touch Tone menu (not Tech Support).
- Install XCharge as a Windows Service to prevent accidental shutdown of the XCharge program and/or server.
- If capturing signatures, they will be stored on the workstation in the office that acts as the XCharge server. Make sure there is a backup plan.
- Install the XCharge server on the central server; it does not need to be connected to a terminal. XCharge may want to set it up on a workstation connected to a terminal, but do not do this. This way backups can be organized 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 XCharge utility.
- ISC-250 terminal:
- It can be customized to display the practice 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 XCharge 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.