Getting Started > Setting Up eServices
The electronic credit card processing service (ECCPS) has been integrated into PracticeWorks. The ECCPS software is installed automatically when you install the new version of the PracticeWorks software.
When you purchase this service, an eServices implementations specialist will help configure your software for use.
You can access the ECCPS software in the following ways:
From the Activities menu, select Electronic Credit Card Processing.
On the patient’s Ledger Card, click the Credit Card button on the bottom right.
The PracticeWorks Credit Card Processing window is displayed. The functions are grouped onto three tabs: Credit Card, Settle, and Utilities.
Select the Always Print Preview option if you want to preview receipts before printing.
To enter a credit card charge:
On the patient’s Ledger Card, click the Credit Card button on the bottom right. The PracticeWorks Credit Card Processing window is displayed with the Credit Card tab active.
Click Charge. The PracticeWorks Credit Card Processing Charge Authorization window is displayed.
Follow the instructions in the Status field.
When prompted, click Submit. After the authorization number is retrieved, the transaction code is automatically entered in the Ledger Card window.
Click OK to close the Credit Card Processing Charge Authorization window.
The Credit Card tab also contains the following options:
Click Refund to access the Refund Transaction window. Follow the prompts in the Status field, and click OK.
Click View Last Transaction to see the last charge transaction performed.
Click Print Last Receipt to print a receipt for the last transaction for the patient.
Click Print Receipt to specify a date or select a specific receipt to print.
From the PracticeWorks Credit Card Processing window, click the Settle tab to settle the authorizations at the end of the day or retrieve information about previous settlements.
To settle transactions:
Click Settle/Print Authorizations to access the PracticeWorks Credit Card Pending Transactions window.
Click the following buttons as needed:
Mark selected transaction as settled
View the selected transaction
Print pending settlement transactions
Start the settlement process with the bank
To view only settled transactions, select View Settled? in the View Options section.
To search for previously settled transactions, select a date and click the button in the View Options section.
The following options are also available on the Settle tab:
Pending Authorizations
Delete Pending Authorizations
Settle/Print Authorizations
Print Prior Settlements
From the PracticeWorks Credit Card Processing window, click the Utilities tab to obtain authorization numbers, retrieve information about previous transactions, and perform setup and maintenance functions.
The following options are available:
Click Get Authorization # (Trans ID) to enter a transaction ID to request authorization.
Click Get Last CC Info (Trans ID) to enter a transaction ID to request information.
Click View Last CC Num (Trans ID) to enter a transaction ID to view the credit card number.
Click View Last CC Num (RP ID) to view the last credit card information for the selected account. This button is active only when accessed from the patient’s ledger.
Click Get DLL Version to display the current version of the software.
Click Setup to access the Credit Card Processing Setup window.
Click Rebuild Indexes to rebuild the database files.
The ECCPS credit and refund totals have been added to the following reports:
Daily Recap
Deposit Slip
The Office Expert prompts you when credit card payments are scheduled to be processed.
Setting Up Electronic Services