Credit Card on File: Faster, Easier Account Payments
Instead of sending a bill, keep your families’ credit cards on file so you can process outstanding balances as soon as insurance payers respond.
Video: Watch Credit Card on File to learn more.
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Add an Account’s Credit Card
At the front desk, or whenever you are working with a family, you can use the Payments component to add the account’s credit card information.
Credit card numbers are stored through an encrypted connection to a third party and are not kept on your PCC system.
You can also add a card and manage all credit cards for a family in the Credit Card On File component. When a family has more than one credit card, you can designate one of them as preferred.
Post a Payment with a Credit Card on File
Once you’ve recorded credit card information for a family, it will be immediately available whenever you enter personal payments. Active cards will appear at the top of the Payment Type options. The preferred card will appear first.
Set Up CCOF For Your Practice
Follow the steps below to get started with credit card on file at your practice.
Contact Payment Pros and Create Your Account
Credit card services are handled by Payment Pros, using their Cardpointe integration. Your PCC system never stores credit card numbers.
Reach out to Payment Pros at https://www.paymentpros.net or info@paymentpros.net.
Once you have established an agreement with Payment Pros and activated service through Cardpointe, Payment Pros will provide you with a merchant ID, an access URL, a username, and a password.
Open Practice Preferences
Open the Practice Preferences configuration tool from the Configuration menu.
Enter Your Credentials and Vendor-Provided URL
Enter the information provided to you by Payment Pros, including your Cardpointe merchant ID, access URL, and username and password.
Define Payment Types for Tracking and Reporting
How will credit card on file payments appear in your records? Use the Credit Card on File section of Practice Preferences to designate payment types for each credit card. If you wish to create a new payment type, you can clone an existing one in the Payments table in the Tables tool.
In addition to Mastercard and Visa, you can select whether your practice accepts Discover and American Express.
Turn On Credit Card on File for Your Practice
After you have entered credentials and choosen payment types, you can click “Enable Credit Card On File” to turn on the service for your practice.
In addition to Mastercard and Visa, you can select whether your practice accepts Discover and American Express.
When you have finished entering credentials and choosing payment types, you can
Test Your CardePoint Connection
After completing the above steps, test your credit card on file connection by adding a card to an account and processing a credit card payment. Report any problems to Payment Pros, and contact PCC Support if you need additional assistance.