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Receiving Payment through a UnifiedPay Terminal Device

This article only applies to clinics that have been approved for UnifiedPay.

Supported Payment Devices

UnifiedPay supports the following payment devices:

  • PAX A77 Wireless Terminal
  • PAX A920 Pro Wireless Terminal
  • SREDKey2 Card Reader

Important: Payment devices used with UnifiedPay must be purchased or leased through UnifiedPay. Devices obtained from other vendors or payment processors are not compatible with UnifiedPay.

Taking a Payment

Step 1: Navigate to the Payment Screen

  • Navigate to the patient's appointment and select Receive Payment.

Step 2: Review the Payment Details

  • Payer Type: Patient
  • Payment Method: Credit/Debit Card
  • Amount: Leave as is unless collecting a partial payment
  • Payment Posted Date: Leave as is unless backdating the payment

Step 3: Select a Payment Method

Under Charge New Card, choose one of the following options:

Send to [Terminal Name]

    • Available when using a PAX A77 or PAX A920 Pro terminal.
    • The payment will be sent directly to the terminal for the patient to complete using chip, tap, swipe, Apple Pay, or Google Pay.

Swipe

    • Available when using a SREDKey2 card reader.
    • Place your cursor in the swipe field before swiping the card.
    • Once the card is swiped successfully, the encrypted card tokenswill appear in the field.

Key In

    • Manually enter the card information.

Use an Existing Card on File

    • Select a previously saved card from the dropdown menu.
    • Then click 'Charge Card on File'

Step 4: Save the Card (Optional)

    •  For Key In and Swipe transactions, Save card for future payments is selected by default. Uncheck the box if you do not want to save the card on file. 

Step 5: Receipt Options (Optional)

If desired, select:

  • Email receipt to send a receipt to the patient's email address.

  • Print receipt to print a receipt after the transaction is completed.

Step 6: Complete the Payment

  • Enter the amount being collected in the appropriate Services and/or Products field.
  • Click Save.
  • Verify that the amount appears in the Apply To This Visit section.
  • Click Apply To This Visit to complete the payment.
  • Once the payment is successful, the balance for the invoice will be updated to reflect the payment.