Configuring OrthoTrac > Using the eServices Setup Window > Setting Up the OrthoTrac Electronic Payment Services
To convert automatic credit card payments to online processing:
Select Functions > Maintenance/Set-up > eServices Setup from the menu bar. The eServices Setup window is displayed.
Select Electronic Credit Card Service. The Convert Credit Card Auto Payments for Online Processing option is displayed.
Click Run. The Convert All Credit Card Auto Payments window is displayed.
Click Yes. The utility runs, verifying that card numbers and expiration dates are valid.
After the utility is complete, the Process Online option is enabled on the Autopayments window for verified accounts.
Click Close.
If credit card information is missing or inaccurate, the Invalid Credit Card Information window is displayed listing the invalid accounts.
Accounts are considered invalid for the following reasons:
The credit card number is missing.
The credit card number is not in numeric format.
The credit card number is invalid.
The credit card type is invalid.
The credit card number length is invalid.
The expiration date is missing.
The expiration date is invalid.
The credit card has expired.
To print a report, click Print. A report is generated with the following information:
Patient ID
Patient name
Responsible name
Responsible phone
Credit card status
Expiration status
Setting Up the OrthoTrac Electronic Payment Services
Setting Up the Credit Card Service -- Modem
Setting Up the Credit Card Service -- Internet