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In Office Payment Processing

Updated

Description

 

Now that you have your payment processor set up, learn how to run your credit card through the machine, posting the payment to the invoice.

Steps

  1. Make sure that the credit card swiper is connected to this computer.
  2. Select the patient that is paying with the credit card.

  3. In the Billing module, right click on the invoice to be paid and select 'add payment'. 

     
     

  4. Select the correct payment option by clicking on 'payment type'. A drop down list will appear. Select the correct credit card.
  5. Swipe card appears as an option next to ok and cancel. As long as the credit card was selected in Administration that it is a Bluefin payment type, the swipe card button will appear.



 
 

  • Click on 'Swipe Card'. A message appears indicating 'Awaiting Card Swipe...' Slide the card through the credit card swiper or key in the credit card number using the key pad on the credit card swipe machine. If you key in the number, you will also be asked for an expiration date entry.
  • A message will appear 'Sending...Waiting for Response'. NOTE: It is recommended that you do not touch your keyboard while the processing of the card takes place.
  • The next message to appear is 'Approved Charge has been successfully applied'. Click OK to this message.
  • The payment will appear with the Bluefin transaction number.

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    Disclaimer: All information presented herein is solely intended to train employees of Curve Dental customers on the use of the software application described in this Community Article and to illustrate how Curve software can be integrated into a typical practice's operations. Statements and examples used in this Community Article are not intended to contradict or in any way override the written or verbal instructions of the leadership of the customer ("Licensee"). The Licensee is responsible for establishing its own practices and procedures and making each of its employees familiar with them, including those related to the use of the application described in this Community Article. Nothing in this Community Article should be construed to be instructing any Licensee employee to violate any Federal, State, Provincial or other jurisdictional law or regulation; or to violate any aspect of the Licensee's established practices and procedures. The information contained in this document is the copyrighted property of CD Newco, LLC. No part of this document may be reproduced, republished, translated, stored in a retrieval system, or transmitted in any form, or by any means, mechanical, photocopying, recording, or otherwise, without the prior written consent of CD Newco, LLC. Licensees may print copies of this Community Article for their own internal use. CD Newco, LLC may take any action permitted by law to enforce its rights hereto. The information contained in this document is subject to change without notice. The enclosed materials are not a contract and create no rights upon the reader or obligations of any kind on CD Newco, LLC or its affiliates. CD Newco, LLC reserves the right to make changes to any products or services described in this Community Article at any time without notice. CD Newco, LLC shall not be liable for the actions or inactions of the reader in reliance upon the information contained in this document.

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    Version: This documentation was prepared in conjunction with the latest release of the subject matter of this Community Article, but may be utilized with future releases until such time that more current materials are published.

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