Credit Card Processing
Open Dental has integrated with two credit card processing companies. Each service must be enabled and set up before payments can be processed.
Both support EMV transactions (credit cards with computer chips). See each page for terminal options.
PCI Compliance: Your credit card processor may offer to enroll you in Payment Card Industry (PCI) compliance tools/assistance or charge you non-compliance fees if you do not complete the annual PCI DSS Self-Assessment Questionnaire (SAQ). PCI Compliance is required by the credit card industry for all merchants. Compliance is very difficult and time consuming to achieve. Many merchants may determine that the cost of the non-compliance fees are less than the cost of compliance. The non-compliance fees are essentially a slush fund that the industry uses to pay out fraud claims. For more information: https://www.pcisecuritystandards.org/merchants/
If you are a payment processing company interested in direct integration with Open Dental, please see Direct Credit Card Integration with Open Dental.
Safely Storing Credit Card Information
Set the default storage option in Account Module Preferences, Automatically store credit card tokens. When processing a single transaction, you will also have the option to select/deselect the Save Token checkbox for the specific charge.
Note: In Account Module Preferences always uncheck 'Allow storing credit card numbers (this is a security risk)'. If enabled, this preference will store credit cards in Open Dental without tokens. Card numbers will not be masked and are not encrypted in the database. This is a security risk, violates credit card security guidelines, and is not recommended.
Credit Card Manage Window
In the Account module, Main tab, click Credit Card Manage.
The first 12 digits are masked as X. The order of cards in the list determines the order in the Credit Card dropdown on the Payment window.
Move a credit card to a different patient account:
Rearrange card order:
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