To help prevent delays in collections, Dentrix Ascend Pay now allows you to take credit card payments from patients when there is not a payment device (card reader) available.
Prerequisites:
- Dentrix Ascend Pay is enabled with a Worldpay MID.
- MID must already be registered for text-to-pay feature.
- At least one lane must be set up. But after it is set up, you do not need to have physical access to the associated payment terminal (card reader) to enter a virtual payment.
To enter a virtual payment
1. While viewing a patient’s Ledger page, click Payment.
2. In the Enter Payment dialog box, enter the payment Amount, select Credit Card Payment as the payment Method, and then apply portions of the payment amount to procedures as applicable.
3. Select the Lanes option (if it is not already selected), and then select Practice Pay from the list.
Note: If a physical device is selected, the button to the right of the list is Process Card. If Practice Pay is selected, the button to the right of the list is Proceed to Payment.
4. Click Proceed to Payment.
A dialog box appears.
Note: The Practice Pay (virtual terminal) transaction will expire 10 minutes from the time that it is initiated, which means that you have to enter in the card information and complete the transaction within that time period.
5. Click Proceed to payment.
A summary of the payment details appears for your reference, and the options for entering credit card information appear.
5. Enter the Card Information:
- Card Number
- Expiration – Month and Year
- CVV
6. Click Make Payment.
When the transaction is processed successfully, a message appears.
Note: You can use this message as a receipt for the patient. Additionally, you will be able to get a receipt from the patient’s ledger once the payment appears on the Online Payments tab of your location’s Inbox page in Dentrix Ascend (by clicking the payment’s paperclip icon in the Att. column).
The payment automatically appears on the Online Payments tab of your location’s Inbox page in Dentrix Ascend in approximately five minutes (you will be notified of the payment accordingly).
7. On the Online Payments tab of your location’s Inbox page, select the payment’s checkbox.
8. Click Auto Apply.
Note: After the payment is applied to charges in the guarantor’s account, it can be voided or refunded.