Accepting Credit Card Payments with ePayments Secure

For most credit card payments, you will use a card reader to populate the appropriate fields in the software. If the card is not present, such as when the patient is making a payment over the phone, you can enter the information manually.

With Credit Card Reader Installed and Card Present

To enter a payment:

In the Patient Window, click . The Payment/Adjustment Entry window is displayed.
In the Pay/Adj Code field, select the appropriate credit card payment code and press the Tab key. Credit Card is automatically populated in the Method field, and the Credit Card field displays Using ePayments Secure.
In the Amount field, enter the amount being charged.
Click Next. The ePayments Take Payment window is displayed with the amount of the charge. The Device Selected field is set to the default card reader for this computer.
Select Swipe/Insert/Tap Card, engage the card, and then click Submit. The Payment Receipt window is displayed with an option to Print.

If the patient's credit card number was stored from the previous transaction, the Payment Method: Last Card Used option is displayed. Select this option and then click Submit.

Click Print. The ePayments Secure service processes the transmission and returns a Payment Successfully Completed message and an authorization number.
Click Finished. You are returned to the WinOMS software to finish processing the payment.

Without Credit Card Present

To accept a credit card payment when the card is not present:

From the Take Payment window, select Enter Card Information Manually, and then click Submit. The Process Credit Card entry window is displayed.
Enter the requested information and click the Pay $XXX button, which displays the amount of the charge. The transaction is processed in the same manner as if the card were present.