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We are able to be integrated with the Payment Processing Company called OpenEdge. 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 OpenEdge

This process will be used when you are making a single transaction (payment, UAC, refund)

1. For Payment mode you will always Select CREDIT CARD (OpenEdge)

2. Enter in the Entry Mode

   1. AUTO- Will have a screen to enter in the details manually

   2. EMV (Chip Reader)- Will allow the patient to swipe their card in the machine

3. Enter Zip Code.

4. 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

Manage Credit Card gives Open Edge OpenEdge users the ability to:

1. Create recurring profiles/payments for patients

2. Securely add & save credit card information to individual patient accounts to use for future transactions

• ***Once a CC has been added to the patient account, the last 4 digits will be shown under Method of Payment for selection (Patient Payment, Extra Charges, UAC, Refund)

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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 EdgeOpenEdge)Select , Entry Mode & Patient's Billing Zip Code in the Zip Code fieldand Zip code.

• Add Note if desired

• Click Save when done

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

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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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To Add A Credit Card:
Users have the option to securely save patient Credit Cards for easy payment collection and convenience

*In order to save a credit card on a patient's account, there must be some sort of activity on the account such as an extra charge or patient visit.* 

• Under "Manage Credit Card" select "Credit Card"

• Select Method Of Payment: CREDIT CARD (Open EdgeOpenEdge)

• 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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• View Current Status

• Remove Credit CardThere are now keyboard shortcuts that allow you to execute functions.  You can hover over the ? icon next to the save and clear to see the keyboard shortcut.