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- Unified Practice Knowledge Base
- Billing & Payments
- Card Capture for Policy Enforcement & UnifiedPay
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Getting Started
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Unified Practice FAQs
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Billing & Payments
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Onboarding Forms
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Calendar Management
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Charting
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Email & Text Message Notifications
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Insurance Verification
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Telemedicine
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Patient Management
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Email Marketing
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Fullscript
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Inventory Management
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EHR Agenda App (iPhone, Android)
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Patient Portal
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Product Updates
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University Accounts
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PCI Compliance
Using the UnifiedPay Swiper
This article will outline the steps to process a transaction using the UnifiedPay swiper!
Jump to:
- How to use the UnifiedPay swiper to process a transaction in a patients file
- How to use the UnifiedPay swiper to process a transaction for a product sale
How to use the UnifiedPay swiper to process a transaction in a patient's file:
Within Patient File > Appointments > Billing Info click Receive Payment. Within the pop-up window next to Charge New Card, select swipe or Key in
The cursor must be placed inside the box before swiping the card or using the key in method. Once the card is swiped or keyed in, the tokens will appear within the box. Select 'Save card for future payments' then click the Pay button.
How to use the UnifiedPay swiper to process a transaction for a product sale:
Once the items are selected on the Product Sale page, click the Receive Payment button. Within the pop-up payment window, next to Charge New Card, select swipe or Key in
The cursor must be placed inside the box before swiping the card or using the key in method. Once the card is swiped or keyed in, the tokens will appear within the box. Then click the Pay button.
