PayConnect Setup for Clinics

If enabling PayConnect while using clinics, follow the steps below.

In the Payment window, right-click on PayConnect, click Settings.


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. Clinic restricted users only have access to their restricted clinic in the Clinic dropdown and not allowed to uncheck the Enabled box.

Set the Clinic Payment Settings for the Headquarters first.

(optional) Enable Patient Portal Payments to allow patients to make Online Patient Portal Payments.

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

Note: Editing the Headquarters username and/or password when it is the same as one or more clinics, changes the other clinics as well. To unlink them, change the username and password for each clinic. Subsequent changes made to Headquarters credentials will no longer affect the clinic.

Click OK to save settings.