With a patient's consent, Dentrix Pay allows you to save a patient's credit card information for future office payments. Additionally, the saved card can be used to process payments for any member of the patient's Family File.
Watch this video to learn how to save a credit card without processing a payment.
Key Information
When saving a credit card (without posting a payment), your merchant account must authenticate the card by processing a $2.00 pre-authorization "hold" on the card. Once authenticated, the hold is removed (within 3 to 5 business days), a "token" that references the credit card is stored in your Dentrix database, and the card's information is stored (saved) with your merchant account. (It's good practice to inform your patients about the hold, that your practice does not receive the $2.00, and that the hold is removed within 3 to 5 business days.)
A signature is not required for the pre-authorization; however, it's good practice to have the patient (or a representative) sign the consent form as proof of consent. If you cannot obtain an ePad consent signature when you save the credit card, you can do so at a later time by clicking View Consent in the Saved Credit Cards window.
The language of the consent form cannot be altered; however, you can add notes to the form before it is signed, by clicking Additional Notes (in the Consent Form window). Once a consent form is signed, you cannot alter, resign, or add notes to it.
When a credit card is saved, the Process Card button (in the Enter Payment window) becomes a drop-down menu that includes the saved card as a payment option.
You can use a saved card to post a payment to a patient's payment agreement via the patient's payment agreement or the Payment Agreement Manager. You can also attach a credit card to a payment agreement, and that card will be used to post payments in the Payment Agreement Manager. (For help with adding cards to payment agreements, refer to the quick start guide, Posting to Payment Agreements with Saved Credit Cards.)
A debit card can be saved using the Add option in the Saved Credit Cards window. However, the card will be treated as a credit card, and your office will not be prompted to enter a pin code when processing payemnts with it.
Payments can be processed with saved cards on any Dentrix Pay networked computer, and the card and PINpad are not required.
