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Set Up User Preferences for Credit Card Processing

You may setup and add a profile to each user who will be processing credit card payments. The profile configuration is generated from the information entered on the InstaMed Configuration window in Practice Preferences Payment Processing. The profile that is selected for the user will be the user's default profile.
  1. Select Admin > Preferences > User > General > Payment Processing tab.
    The Payment Processing tab on the User Preferences window opens.

  2. To link a workstation with a profile, under Credit Card Profiles, select the open menu button and then select New.
    The User Credit Card Profiles Setup window opens.

  3. In the Profiles field, select the applicable profiles and then select Save.
    The Profile configuration is added to the Credit Card Profiles list.
  4. In the Credit Card Profiles list, select the Profile that will be active for the user and then select OK.