This article covers the basic functionality inherent in our new payment processing service, MacPractice Integrated Payments.
If you are interested in purchasing MacPractice Integrated Payments on your license, don't hesitate to contact our Sales Team at accountmanagement@macpractice.com for further assistance.
You will need to be on MacPractice Gen 15 (specifically, Build 15.13 and up) in order to use MacPractice Integrated Payments.
Setting Up MacPractice Integrated Payments
Once you've made the decision to purchase MacPractice Integrated Payments on your license and completed the application process, our Implementation Team will call and schedule an appointment to complete the setup on your MacPractice Server.
We'll handle the details and walk you through our process, but we would like to draw your attention to the MacPractice Admin Portal, where you can add and remove card processing machines.
You can access the MacPractice Admin Portal from the MacPractice Menu in the software, as shown in the image on the right:
Once you’re on the Admin Portal, you can access the configuration page for MacPractice Integrated Payments by clicking on the Card Processing tab at the top left of the Admin Portal:
On the resulting page, you’ll see two sections:
The Payments Manager Authorization, which contains a key that MacPractice Support provides to activate this feature. You’ll want to leave this field alone.
A section to add and remove Card Processing Machines on your Server. If you acquire additional card processing devices, or you need to disable one, you’ll come here to make these adjustments.
Using MacPractice Integrated Payments
Whenever you post a Card payment in an Account's ledger in MacPractice, you'll now see an option in the upper right corner of the Payment Window to select a Card Entry Method. In our initial release, the only option available is to use Credit/Debit - Transmit.
Credit/Debit - Transmit
The Credit - Transmit and Debit - Transmit options both allow you to use a physical credit or debit card on your Card Processing Device, via swiping, or tapping, or any method the card reader supports. For our purposes, we'll refer to this action as "swiping". The "transmit" phrase refers to transmitting the card information from the machine to MacPractice.
In the payment window, you'll enter in the Amount as normal, then select the Credit or Debit - Transmit option from the Card Entry Method drop down. Upon selection, you'll see the button below the drop down menu change to "Transmit to Device". When this is clicked, the payment window will have a spinning indication that says "Waiting for Device". At this point, you should swipe the credit or debit card.
If you wait too long to swipe a card, the "Waiting for device..." prompt as shown in the above screenshot will time out.
Depending on how your card reader is configured, the patient may need to verify additional information, and will be prompted via the device. When the card processes successfully, you'll see a confirmation message in the Payment Window.
Very soon, we’ll be incorporating the ability to process card payments with just the card numbers via a Manual Payment. We’re also working on options to receive Insurance and Bulk Insurance payments. These features will be released in a future build of MacPractice.