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Setting up credit card terminal update#
Setting up credit card terminal plus#

Select whether to apply the payment to last month's recurring charge, or this month's. The Recurring Charge Month window will popup. The note will also be appended with the declined payment response from PaySimple.Īpply to Recurring Charge: For patients with Authorized Recurring Charges, check to apply this payment to their Recurring Charge.

Setting up credit card terminal update#

For users with an active registration key (are on support) and eConnector, when the transaction is settled, the status in the payment note will automatically update to Settled if approved or Failed if declined.

Once the transaction is settled with the bank, the payment amount and status will need to be manually updated if declined. Note: After an ACH payment has been processed, the payment status will be marked as Posted (pending) in the Payment Note. For new cards, check Save Token to safely store the card on file and click OK to enter the new card information.

XCharge (OpenEdge): Select Purchase as the transaction type.

Otherwise, if New Card is selected, you will be prompted to enter new card or account information. If multiple card processing programs are enabled, and a card or account is selected, use the program listed next to the number to process the payment. Or select New Card to enter new account information.Ĭlick X-Charge, EdgeExpress, Pa圜onnect, or PaySimple to initiate the credit card processor. To directly withdraw from a patient's checking or savings account (ACH payment), select the PaySimple ACH account instead. To process a credit/debit card payment, enter the payment details in the Payment window then select a card from the Credit Card dropdown.

To take an insurance payment for a large batch claim, see Batch Insurance Payment.

To take an insurance payment for single or small batch claims, see Finalize Insurance Payment.

If you are a payment processing company interested in direct integration with Open Dental, please see Direct Credit Card Integration with Open Dental. More than one credit card processing program may be enabled in Open Dental and clinics may set up different credentials when using different merchant accounts.

Setting up credit card terminal plus#

PaySimple: Supports swiped credit card transactions plus ACH and direct debit payments from a patient's checking or savings account.

Pa圜onnect Window: Supports EMV transactions.

Provided by the same company, Global Payments Integrated. Includes the Decline Minimizer, a feature that automatically updates expired and outdated card information. Supports online patient payments through the Patient Portal.

XCharge (OpenEdge): Supports EMV transactions (credit cards with computer chips) and processing of check payments.

Each service must be enabled and set up before credit card payments can be processed. Open Dental has integrated with three credit card processing companies. In the Payment window, at the upper right, is the Credit Card area.