XCharge Setup

See Credit Card, XCharge (OpenEdge).

Set up XCharge to process credit/debit card transactions and check payments. To set up different credentials for Clinics using different merchant accounts, see XCharge Setup for Clinics.

  1. Contact XCharge to install the XCharge client program.
  2. Open the XCharge Setup window. You have three options:
    • In the Main Menu, click Setup, Program Links, X-Charge from x-charge.com.
    • On the Payment window, right-click on XCharge, Settings.
    • (first credit card transaction) On the Payment Window, click XCharge.
  3. Check the Enabled box.
  4. Enter the Program Path to the XCharge.exe.
  5. Enter the Username and Password supplied by XCharge.
  6. Select the Payment Settings:
    • Select the default Payment Type for XCharge transactions. Customize options in Definitions: Payment Types.
    • Check Prompt signature on CC trans by default to prompt patients for a signature on the credit card terminal before completing transactions. The terminal must support electronic signatures.
    • Check Print receipts by default 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 CC Recurring Charges setup on the same credit card.
    • Prevent saving new cards: Uncheck to allow users to process new transactions or save new payment information to a patient's account. Check to prevent users from processing new transactions or saving new payment information.
  7. To enable Online Patient Portal Payments, enter XWeb settings.
    • Enter the XWebID (12 digits).
    • Enter the Auth Key (32 digits).
    • Enter the Terminal ID (8 digits).
    • Check the Enable X-Web for patient portal payments box.
  8. Click OK to save 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.