Remedly's integrated solutions provide a simplified, secure, and seamless process for payments that will make your business even more efficient and effective.
360 Payments will proficiently assist you in pain-free payments by allowing patients to pay their outstanding balance via their patient portal and also schedule automatic payments to their credit cards.
Utilizing this service will allow you to have quicker check outs with card swipes while being able to store credit card data for charging no show fees, deposits or other charges and capture credit card data when patients self-schedule their appointments.
360 Payments is a great service for any business in need of a simple and easy payment solution!
Note: you can only enable accepting HSA/FSA cards or accepting tipping at the terminal.
Additionally, with Remedly, you can securely retain a patient's credit card information. In order to save the Credit Card on file go to the individual patient history -> Credit Card Category. Click Add Card.
Input the information and click Save Card.
The patient's credit card data will be retained by the merchant's secure servers.
Note: Credit Card on File activates the Apply Payment button to transact the payment through integrated merchant services.
Note: for Credit Card on File, the Vault feature will need to be enabled for your practice. Please contact 360 Payments to activate the Vault feature.
In this article you will learn how to:
- Activate the Remedly + 360 Payments integration
- Pairing PAX Terminal
- Sale with PAX Terminal
- Refund with PAX Terminal
- Activate tipping
- Pairing Older Terminals
Activate the Remedy + 360 Payments Integration
Your main provider will need to follow these steps to activate the integration:
- Notify your Remedly CSM to activate 360 Payments integration.
- Ensure your PAX Terminal is on the most up-to-date software.
- Have main provider login into https://app.remedly.com and then follow the pairing PAX Terminal steps below.
Pairing PAX Terminal
- After signing into Remedly, click Practice Account (left hand side menu).
- Choose Credit Card Readers.
- Select Add new Card Reader.
- Choose location.
- Enter Serial number from the machines.
- Name the device for future reference (i.e. Front Desk, Left computer, etc.).
- Click the box for Supports Tokenization (only available on PAX devices).
- Click the box for PAX signature (only available on PAX devices).
Note: Patient signature is documented for the payment on Remedly’s payment receipt PDF along with authorization code, card name, and last 4 digits of credit card used in transaction.
- Click Add Terminal.
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Sale with PAX Terminal
- In Remedly, find the invoice you want to add payment to and choose Record Payment.
- Enter Payment Method and select card type (you can always use VISA if you do not know the card brand).
- Choose Start Terminal and the terminal name you want to use.
- The terminal will light up to collect card and signature.
Note: Patient signature is documented for the payment on Remedly’s payment receipt PDF along with authorization code, card name, and last 4 digits of credit card used in transaction.
For your first transaction, verify that it has been processed by checking against your bank account. On an ongoing basis, it is recommended to reconcile daily sales against bank deposits on a daily or weekly basis to help catch missed deposits in a timely manner. You an also utilize online reporting provided by 360 Payments to easily see all transaction and deposit history.
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Digital Invoice/Credit Card Receipt
- Once the transaction is complete, navigate to Financial Dashboard for Payments and Refunds.
- Find the payment you recently transacted and select the PDF button.
- The transaction PDF provides a digital copy complete with card information, authorization code, and transaction signature.
Note: Patient signature is documented for the payment on Remedly’s payment receipt PDF along with authorization code, card name, and last 4 digits of credit card used in transaction.
Refund with PAX Terminal
- Navigate to Financial Dashboard for Payments and Refunds.
- Find the invoice to be refunded and select the Refund button.
- Select which payment to refund and enter refund amount.
- Select Start Terminal and choose your desired device.
- Refund will show Complete when done.
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Activate tipping
Tipping at the terminal is available on some types of terminals. Terminal tipping allows patients to discreetly leave a tip for the practice to distribute among staff.
To activate this feature, reach out to support@360payments.com.
For more information on this feature, please see this article:
Pairing DejaVoo/Mobile D210 Terminals
If you have an older terminal, follow the outlined steps below to get setup:
DejaVoo Z9 & Z11
Once you plug in your terminal it will search for a WiFi network.
1. After a few minutes have passed you will receive the following message:
"Failed to connect to network, run main menu Yes or No."
- Select Yes
2. Select Utility
3. Enter Manager Password
- Password: 1234
4. Select Communication
- Select Local Parameters
- Select WiFi
5. Select scan network
- Choose desired WiFi network
- Select Configure
6. Set password
- Enter office WiFi password and then hit the green enter button (it's case sensitive)
- Once password is entered press the green button to get back to the WiFi menu
- Press the red cancel button once
- Press Connect
7. Once you have connected to the desired WiFi network, you can press the red cancel button until you reach your main sale screen.
Mobile D210
1. Press Menu button (top right corner, looks like a "list")
- Enter PW 0000
2. Hit page down
3. Go to the "Communications" menu
- Enter PW 0000
4. Hit page down
5. Select WiFi Param
6. Choose desired WiFi network
7. Enter your WiFi password (this is case sensitive)
- Use the Alpha button on the terminal to turn numbers into letters
8. Press enter - then hit cancel (back arrow on touch screen) multiple times
9. You are now connected to WiFi!
Setup Credit Card Reader
1. Login to Remedly as the main, admin provider.
2. Go to your main menu (top right icon from the Remedly dashboard) then to Manage Account then to Manage Card Readers.
3. Select Add new Card Reader.
4. Choose a location, input the terminal's serial number, and name the terminal whatever you like (e.g. Front Desk).
Note:
- Only click "Support Tokenization" if you have the mobile D210 terminal or PAX devices
- Click the box for PAX signature for PAX devices
Note: Patient signature is documented for the payment on Remedly’s payment receipt PDF along with authorization code, card name, and last 4 digits of credit card used in transaction.
5. Click to Pair Terminal.
Run a Test Transaction: Payment & Refund
Payment
1. From the Financial Dashboard, create a new payment for your Test Patient.
2. Select the card type you are using (e.g. Visa).
3. Add in a payment amount of something small you can test such as $0.01.
4. Click Start Terminal.
5. Use the terminal to run your card for the test transaction.
6. View in the Test Patient's chart that the payment was applied as credit.
Refund
1. Go to the Financial Dashboard and on the left hand side select Payments & Refunds.
2. Identify the test payment you just ran through the terminal.
3. Click the dropdown to the right of this payment and click to Refund.
4. Start terminal and either run the card or enter the card information to complete the refund.
5. View in the Test Patient's chart that the payment was refunded.
6. Double check in your bank account to ensure the payment and refund were run correctly.
Note: Refund may take up to 5 business days to be deposited into the account.
For more info, visit 360 Payments.
Please email support@remedly.com if you have any questions!