PayConnect: Process a Credit Card Payment
PayConnect can be used to process a credit card payment from a patient or claim payments via a prepaid insurance credit card.
Claim Payment (via a prepaid insurance card)
Open Dental will communicate directly with the PayConnect server to process the card. A note about the transaction will be automatically added to the payment Note field.
Payment Information Fields
Card Number, Security Card, Expiration, Zip Code, Name:
Save Token: Check this box to store the credit card number and expiration date as a token for future use. The default setting is set in Account Module Preferences.
Signature Box: (optional) Have patient sign the transaction. See Electronic Signature Options. If you capture electronic signatures, they will be stored with PayConnect.
Force Duplicate: By default, duplicate charges to the same card, on the same day, for the same amount will be denied. This is to prevent accidentally charging a card twice. To force processing of a duplicate charge, check Force Duplicate before processing the charge. To set Force Duplicates as default, see PayConnect (a single set of credentials).
Patient Payments: Clicking Cancel on the Payment window after a successful PayConnect transaction will void the transaction. Then two payments (one for the sale and one for the void) will show in the Patient Account.
Receipts: Receipts for patient payments are automatically printed once the payment is successful, or you will receive a prompt to select print settings. Two additional buttons will also show on the Payment window:
Claim Payments (via prepaid insurance card): If you click cancel on the Edit Insurance Payment window after a successful PayConnect transaction, the transaction details will not be saved. To restore, you must manually finalize again.
Open Dental Software 1-503-363-5432