Index

• Sections
  • Select Credit Card as the Source.
  • Click the Charge Credit Card button.
    • This will open up a new window. The amount should already be entered.
  • Enter the Credit Card #.
  • Enter the Expiration date.
• Once finished, click the Charge Credit Card button.
  • Click the Back button to return to the New Patient Payment window.
  • Save as PDF.
• Print a receipt.

To process credit card payments

1. Go to the patient's appointment to collect the copay. Double click on the appointment.

2.Click on the  icon.

3. Under the Copay window:

A. Select Credit Card as the Source. 

B. Click the Charge Credit Card button.

4. This will open up a new window. The amount should already be entered.

A. Enter the Credit Card #.

B. Enter the Expiration date.

C. Once finished, click the Charge Credit Card button.

4. When the transaction is accepted you will see a Transaction ID and Authorization Code. You will be able to:

A. Click the Back button to return to the New Patient Payment window.

B. Save as PDF.

C. Print a receipt.

5. You will see the CC authorization number and transaction ID in the description field. Click Done to return.

Alternately, if you've got a USB card swiper, press "Swipe Credit Card" and run the card to start the transaction.