3.9 OpenEdge Payment Processing

Owned by Joanne H
Last updated: Aug 16, 2022 by Jessica Buczynski
2 min read

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)

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

  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 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)

To Create A Recurring Payment Profile:
Users have the option to create recurring payment profiles that will display as UACs after each payment has been processed. 

  • 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), Entry Mode and 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

  • Deactivate or Delete

 

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

NOTE: To view the current status of that transaction, the user will select the text link located in the far right.

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 Edge)

  • Select Entry Mode and Zip Code of patient

  • Add Note (Optional)

  • Click Save when done


NOTE: 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)

Saved Credit Card Action Menu:
Once a credit card has been saved to a patient account, you will have the following options under the Action Menu on the far right:

  • View Current Status

  • Remove Credit Card