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 and hover over Payments
Select Virtual Terminal Payment
The payment screen will default to the patient’s balance due, but the amount can be adjusted as desired.
Enter the card information and click Submit to complete 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 type the patient's name. Once selected, enter the payment amount due and select or add the patient's payment method. When finished, click Submit
