We are able to be integrated with the Payment Processing Company called Open Edge. They allow you to process credit cards, set up recurring payments and save credit cards into the system, all being able to be managed right within ChiroFusion.
Processing a Transaction with Open Edge
This process will be used when you are making a single transaction (payment, UAC, refund)
For Payment mode you will always Select CREDIT CARD (Open Edge)
Enter in the Entry Mode
AUTO- Will have a screen to enter in the details manually
EMV (Chip Reader)- Will allow the patient to swipe their card in the machine
Enter Zip Code.
Once the button to apply the payment or refund has been selected a pop up window will appear instructing what to do and if the payment was successful or rejected.
Manage Credit Card
Billing > Patient Accounting > Patient Accounts > Manage Credit Card
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From Patient Accounts > Manage Credit Card > Recurring Profile
Select Start Date (Required) and End Date (Optional)
Select Frequency: Weekly / Biweekly / Monthly
Select Provider
Enter payment amount ($): Enter the recurring dollar amount
Method Of Payment: Select CREDIT CARD (Open Edge)Select , Entry Mode & Patient's Billing Zip Code in the Zip Code fieldand Zip code.
Add Note if desired
Click Save when done
Depending on the Entry Mode Selected the system will produce apop up
EMV (Chip Reader) will pop up a page and instruct you to have the patient insert/swipe their card, once processed you will receive if it was Accepted or Rejected.
Auto- Will produce a pop up where you will need to enter in the Credit Card Number, Expiration Date and CVV number. Once entered you will scroll to the bottom to process.
Recurring Profile Action Menu/Column:
Once a recurring profile is saved, the Action menu to the right provides multiple options:
Edit Note
Edit Amount
Inactivate (Deactivate or deactivate) Delete
NOTE: The delete and inactivate options will not be available at the same time, it will depend on the status of the Recurring Profile. If the state is active, only the “inactivate” option will be available. Once inactive, the user has the ability to delete that recurring profile.To View Transactions:
Once a recurring profile has been added, the user has the ability to select the down arrow icon on the far left of the table row and expand it to reveal any transactions associated with that recurring profile
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Under "Manage Credit Card" select "Credit Card"
Select Method Of Payment: CREDIT CARD (Open Edge)
Select Entry Mode *
a. Auto - For entering credit cards manually
b. EMV (Chip Reader) - If a user has an EMR reader for accepting cards with chips
Enter the patient's Billing Zip Code in the Zip Code* fieldand Zip Code of patient
Add Note (Optional)
Click Save when done
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