If you have enabled Dentrix Pay, you can process credit card payments from the Appointment Information dialog box. To learn more about and to register for Dentrix Pay, please contact eServices Sales at (800 918-0210.
To process a credit card payment
1. In the Appointment Book, double-click an appointment.
The Appointment Information dialog box appears.
2. Click the Dentrix Pay Payment button.
The Enter Payment dialog box appears.
3. As necessary, enter or set the following:
· Amount – Type the amount of the payment.
· Provider – Select the appropriate provider from the list, or select Split By Provider.
· Patient – Select the appropriate patient from the list, or select Split By Family Members.
Note: The default is to apply the payment to the selected patient in the Ledger. If you select Split By Family Members, the payment is applied to the oldest family balance and posted to the guarantor’s ledger.
· Note – Type any notes pertaining to the transaction.
4. Select the Payment Type that corresponds to the credit card you want to process.
5. To process the payment, complete one of the following tasks:
· Insert, swipe, or tap a credit or debit card:
a. Click the Process Card button.
The Dentrix Pay - Insert, swipe, or tap the card dialog box appears.
b. On the payment device, select Debit or Credit.
c. Follow the prompts on the device to insert, swipe, or tap the card or mobile payment application on a smartphone.
· Manually enter the credit or debit card number:
a. In the Enter Payment dialog box, select Manually enter card number.
b. Click the Process Card button.
The Dentrix Pay – Enter the card number on the PINpad dialog box appears.
c. On the payment device, type the full card number and press the green button.
d. Follow the prompts to enter the expiration date and the CVD code on the back of the card.
The card is processed through the Worldpay gateway. If the transaction is approved and if you selected Sign with ePad in the Dentrix Pay Setup dialog box, the cardholder is prompted for a signature. The Dentrix Pay Transaction Completed dialog box appears indicating whether the card was approved or denied.
6. To print a receipt, click Print Receipt.
Note: You can set the default state for this option in the Dentrix Pay Setup dialog box.
The payment posts to the patient's ledger.