Before using Dentrix Pay, you must first enable it by linking it to your
merchant account and assigning credit card payment types. In addition,
you'll have options to link it to credit-card-processing PINpads,
electronic signature devices, and to establish receipt and printing
parameters.
Watch this video to learn how to enable Dentrix Pay. (Duration 1:12)
Key Information
If your practice is not registered to use Dentrix Pay, you will
receive a warning message when you attempt to enable it. (Follow the
message instruction to register for Dentrix Pay.)
The Dentrix Pay Support team must install Worldpay's software (triPOS)
on all Dentrix Pay workstations before you can save your Worldpay
account credentials. If support has not yet installed the triPOS
software on your computers, contact them at 1-800-336-8749.
If your Dentrix database is password-protected, whoever is tasked with
enabling and managing Dentrix Pay must have the administrative right
to do so. (For help with administravie rights, refer to the quick
start guide
Granting Dentrix Pay Administrative Rights.)
When you click Enable Dentrix Pay, your customer ID
and Dentrix serial number (in your Dentrix database) will be checked
against Henry Schein One's information. Once validated, the Dentrix
Pay Setup window will open.
As discussed in the quick start section,
Obtaining a Merchant Account & Credentials to Enable Dentrix
Pay, you must obtain three Worldpay credentials (which links your
practice to your Worldpay merchant account) from your
My IQ resource portal. They are an Account Token, Acceptor ID (your
Merchant ID), and Account ID. All three must be entered
in their respective fields in Dentrix Pay Setup.
For Dentrix Pay to process credit cards, you must have a PINpad device
activated in Dentrix Pay Setup with the
Manage Device button . For help with this function,
refer to the quick start guide
Activating PINpad Devices.
For Dentrix Pay to process credit cards, you must also select credit
card payment types in the
Ledger Posting Options tab. Select only those types
that will be processed in your office with Dentrix Pay, and do not
select payment types that are processed through your practice's
website or another system.
If you have not selected an electronic signature device to work with
Dentrix, you will receive a warning message when you attempt to check
the Sign with Signature Device checkbox. (For help
with this message, refer to the quick start guide
Activating eSignature Devices.)
Once enabled, Dentrix Pay will function on all office-networked
computers. However, PINpads and eSignature devices are
workstation-specific.
If you disable Dentrix Pay on any office-networked computer, it will
be disabled on all office-networked computers. Therefore, you will no
longer be able to process credit cards with Dentrix Pay. However, the
Dentrix Pay settings (IDs, receipt/printer settings, credit card
types, etc.) are saved within Dentrix if you need to re-enable it
later.