The Payment Settings section of your account allows you to manage essential features like adding a credit card terminal and enabling surcharges. These tools are designed to streamline your payment processing and help you manage your practice’s financial operations efficiently. Below, we’ll guide you through the key options.
Adding and Managing Credit Card Terminals
If your practice uses credit card terminals for in-office payments, you can easily add and manage them in the Payment Settings section.
Steps to Add a Credit Card Terminal
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Request a Terminal:
- If you don’t already have a terminal, click the Request Terminal button. Follow the prompts to place an order.
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Link Your Terminal:
- Once you’ve received the terminal, follow the instructions provided to connect it to your account.
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Verify Terminal Details:
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After linking, the terminal details will appear in the Credit Card Terminals section, including:
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Model: The type of terminal (e.g., Pax A800).
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Added Date: The date the terminal was linked.
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Device Name: The terminal identifier.
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Transactions and Processed Amounts: A record of how many transactions have been processed and their total value.
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Status: Shows whether the terminal is Active.
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Benefits of Adding a Terminal
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Streamline in-office payments by securely processing credit and debit cards.
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View transaction and processing details directly in your account.
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Ensure compatibility with your payment system for smooth operations.
Surcharge Settings
Surcharges allow you to pass processing fees to patients for specific payment types. This feature can be enabled or disabled depending on your practice’s preferences.
How to Check and Configure Surcharge Settings
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Go to the Surcharge section within Payment Settings.
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Enabled/Disabled:
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If surcharges are enabled, you’ll see a toggle indicating that the feature is active.
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If it’s disabled, you can toggle it on to activate surcharges.
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Payment Types Supported:
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Surcharges can be applied to the following payment types:
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AR Payments: Payments for outstanding balances.
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Virtual Payments: Payments made through online portals.
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Terminal Payments: Payments processed via in-office terminals.
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Payment Plan Payments: Recurring payments for patient payment plans.
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Membership Payments: Payments for memberships or subscriptions.
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Payment Portal: Payments made through your practice’s payment portal.
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Key Benefits of Surcharge Settings
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Helps offset transaction fees incurred during payment processing.
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Offers flexibility to apply surcharges to specific payment types.
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Can be configured to align with your practice’s financial strategy.
Frequently Asked Questions
What happens if I don’t have a terminal yet?
You can request a terminal directly from the Payment Settings page by clicking the Request Terminal button. Once ordered, follow the setup instructions to link it to your account.
Can I enable surcharges for only certain payment types?
Yes! The surcharge feature allows you to toggle surcharges on or off for each payment type, giving you full control over how fees are applied.
How do I check if surcharges are enabled?
In the Surcharge section, look for the Enabled toggle. If it’s green, surcharges are active. If not, you can toggle it on.
How can I monitor terminal performance?
In the Credit Card Terminals section, you can see detailed information about each terminal, including transaction history and the total amount processed.
By utilizing the Payment Settings section, you can manage your credit card terminals and surcharge settings with ease, ensuring a seamless payment experience for both your practice and your patients. If you need assistance, feel free to contact our support team!
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