PayConnect Setup for Clinics

In Program Links, double-click Payconnect from dentalxchange.com.

Alternatively:

Clinics can use different PayConnect login credentials for each clinic in a single database.

Check Enabled (affects all clinics) to enable PayConnect for all clinics. Unchecking disables PayConnect for all clinics. If the currently logged on user is restricted by clinic, only the clinic they have access to will show in the Clinic dropdown and they will not be allowed to uncheck the Enabled box.

Clinic Payment Settings: Set the payment settings for the Headquarters first.

Enter payment settings for each clinic. Headquarter settings will be used if clinic-specific changes are not made. For clinics not using PayConnect, select the clinic, then clear out the username and password. When the clinic is attached to a payment, the PayConnect button will not be visible.

Note: If the Headquarters username and password is the same as one or more other clinics, and the username and/or password is modified for Headquarters, the edits will affect the other clinics as well. To unlink them (assign different usernames/passwords), simply change the username or password for the clinic(s). Subsequent changes made to Headquarters credentials will no longer affect the clinic.


Click OK to save settings.

To set whether or not new credit and debit cards are saved to a patient's account after each transaction, see Account Module Preferences, Automatically store credit card tokens.