The Virtual Terminal is a part of the Dental Intelligence Payments feature. If you're interested in learning more about Dental Intelligence Payments with Xplor Pay, CLICK HERE to request a demo!
Simplify your payments process and radically improve collections with the Dental Intelligence Payments Virtual Terminal.
For added security, patients are limited to 3 payment transactions within a 24-hour period. To make a 4th payment, the patient must wait 24 hours from the time of their last transaction.
Using the Virtual Terminal in the Patient Finder Dashboard
Click on the Patients dropdown in the lefthand menu, then click Patient Finder
Click on the 3-dot menu next to the patient's name and hover over Payments
Select Virtual Terminal Payment
đ IMPORTANT: Wait for the silver loading block(s) to disappear before proceeding
To process the patient's payment, enter the following information:
The payment screen will default to the patientâs balance due, but the amount can be adjusted as desired
Optional: If the patient will be paying with a credit card and your practice has enabled credit card surcharging, choose to waive the surcharge fee for this transaction by selecting the 'Disable surcharging for this payment' checkbox
Optional: If the patient is using an HSA/FSA card to pay for their visit, select the 'This is an insurance payment' checkbox
Select or add the patient's card information
Add the card billing address zip code
Optional: If the patient would like to save this card information to their file so you can select it as a payment option at their next visit, select the 'Save this card for future payments' checkbox
When finished, click Submit to process the transaction
Note: Should you decide to use the physical terminal instead, you can click on the Reader option, which will process the payment through the physical terminal as long as it is connected to your computer. Learn how to set up a physical terminal.
Using the Virtual Terminal in the Payments Dashboard
Click on the Revenue Cycle dropdown, then click on Payments
In the Transactions tab, click on the blue Collect payment button and choose Virtual Terminal
In the payment window, use the search bar to locate the patient by name
đ IMPORTANT: Wait for the silver loading block(s) to disappear before proceeding
To process the patient's payment, enter the following information:
Add the requested amount due
Optional: If the patient will be paying with a credit card and your practice has enabled credit card surcharging, choose to waive the surcharge fee for this transaction by selecting the 'Disable surcharging for this payment' checkbox
Optional: If the patient is using an HSA/FSA card to pay for their visit, select the 'This is an insurance payment' checkbox
Select or add the patient's card information
Add the card billing address zip code
Optional: If the patient would like to save this card information to their file so you can select it as a payment option at their next visit, select the 'Save this card for future payments' checkbox
When finished, click Submit to process the transaction