Using the PowerPay system is as easy as entering a Transaction into Atlas. Please refer to the full User Manual for additional details on creating and working with Transactions.
The first part of this section will walk through the process of entering a basic transaction for the sale of Vitamins. The same process can be applied to Payments or transactions for Services at your clinic.
The second part will outline the steps to create Recurring Payments whether they be for Financial Plans or high-ticket item payments (orthotics, decompression sessions, etc).
Section 1: One Time Payments / Time of Service Payments:
Open your Patient Transaction window by clicking on the TRANS button or pressing T on your keyboard.
Choose the transaction type you want to charge for. In our example, we will sell the Patient Vitamins and enter a time of transaction payment for those Vitamins.
Be sure you are choosing the appropriate Payment Type in the ‘By’ drop down menu. Payment Types not associated with PowerPay (see section 2 in System Configuration) will not prompt for card swipe.
After you move from the Pay Type field (click ‘Save Transaction’), Atlas will prompt for the Card Swipe or manual entry of the card details.
At this point you can swipe the card and the details will automatically populate into the screen. If the card does not read, you can also manually enter the card information into the screen.
Atlas will display the Payment Type and the card number (see image below for example) on the Transaction screen.
Clicking SAVE TRANSACTION again to process the Payment and complete the process
NOTE: if the gateway returns a DECLINE message, Atlas will alert you with a DECLINE message. The user can still choose to process the transaction in Atlas however without attaching the card information to the transaction. In cases such as this, the user must process the card manually and receive approval through the online payment gateway.
After you move from the Pay Type field (click ‘Save Transaction’), Atlas will prompt for the Card Swipe or manual entry of the card details.
At this point you can swipe the card and the details will automatically populate into the screen. If the card does not read, you can also manually enter the card information into the screen.
Atlas will display the Payment Type and the card number (see image below for example) on the Transaction screen.Clicking SAVE TRANSACTION again to process the Payment and complete the process
NOTE: if the gateway returns a DECLINE message, Atlas will alert you with a DECLINE message. The user can still choose to process the transaction in Atlas however without attaching the card information to the transaction. In cases such as this, the user must process the card manually and receive approval through the online payment gateway.