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.
Payment gateway tab in the Practice options page is used for configuring the payment gateway of a particular practice. The payment gateway is used for linking to third party software in case of credit card transactions. To go to payment gateway, select setup->Practice and click on 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 setup additional merchant IDs. Each Legal Entity can be provided a separate merchant ID for transaction. Practices that wish to keep merchant ids separate by bank account or location to prevent the transactions from getting co-mingled can enable this setup.
3. Each new additional gateway (merchant IDs) added will have the following fields.
|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 in order 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. On selecting the LE , the system uses the merchant id credentials mapped for the Legal Entity for charging the card.