This section is for information purposes only. The setup would be completed by PracticeSuite Implementation team. The third-party software provides PracticeSuite with the API key and ID for setup in PracticeSuite.
The Payment Gateway tab on the Practice Options page is used to configure the payment gateway for a specific practice. This setup enables integration with third-party software for processing credit card transactions.
To go to the payment gateway, select setup->Practice and click on the
button on the top right part of the screen.
Currently, our payment gateway partner is Payment Data Systems.
How does the Payment Gateway work
1. A primary USIO gateway is provided for all practices.
2. In addition to this, facilities can set up additional merchant IDs. Each legal entity can be provided a separate merchant ID for transactions. Practices that wish to keep merchant IDs separate by bank account or location to prevent the transactions from getting mixed up, can enable this setup.
3. Each new additional gateway (merchant ID) added will have the following fields.
| Field | Description |
| Merchant ID | Unique ID for USIO transaction |
| Login | Login ID for the payment gateway |
| Password | Password for login |
| Terminal ID | ID for POS machine |
| Legal Entity | LEs assigned to this merchant ID; multi-select drop-down |
| Alias | Name provided to the merchant ID for easy identification (Optional) |
| Active | Uncheck this to deactivate/delete the merchant ID |
4. Once the setup is complete, when entering the payment info in the Payment Master, the user can select the legal entity. When the LE is selected, the system uses the merchant ID credentials mapped to the legal entity for charging the card.