Use the
Watch "VP Credit Card Integration" video tutorial. m (Windows Media Player, an active Internet connection, and a valid Ortho2 customer login are required to run video tutorials, webinars, and training programs.)
Confirm ViewPoint version - The ViewPoint / X-Web integration requires ViewPoint 6 or greater (processing X-Web transaction by office, rather than by orthodontist, requires ViewPoint 6.0.4300 or greater). If you are unsure of your ViewPoint version, select Help from the ViewPoint shortcut menu and choose the About option to open your system information window. If necessary, please contact Ortho2 for update assistance.
Obtain integration ID & required components - Contact X-Web to set up your account, and to obtain and install any required components. If you want X-Web to track credit card transactions individually by office or orthodontist, be sure to get a separate ID for each.
Enter X-Web credentials - Choose to complete the X-Web credentials fields in either your Orthodontist table or your Office table, depending upon whether you want to post X-Web transactions by orthodontist or by office.
If the integration fields are not available in the table you want to edit, you will need to run Data tool (602) - Toggle ViewPoint Credit Card Payment Type to switch your system's posting method. See "Use Data Tools" for details about running the tool.
Option 1: Set up X-Web for each orthodontist - Skip this step if you will be tracking X-Web transactions by office instead, described below. Open your ViewPoint Orthodontist table, and complete each X-Charge field with the information you have obtained from X-Web. (See "Set Up Orthodontist Records" for details about opening your Orthodontist table.)
If you have obtained two different merchant ID numbers from X-Web, enter the number for POS (point of sale) transactions in the X-Charge MID field. It will be used to process transactions when the credit card is swiped. Enter the number for MOTO (mail order / telephone order) transactions in the X-Charge MID2 field. It will be used to process recurring transactions (Auto Receipts), and transactions that are posted without the credit card being swiped (using the credit card details that have been saved in the responsible party record). If you have only one merchant ID number, enter it into both X-Charge fields.
If you have multiple doctors, be sure to complete the fields for each orthodontist. Typically, this will be the same information for each orthodontist. However, you may have requested and received unique IDs for each doctor if your practice separates bookkeeping by orthodontist.
Option 2: Set up X-Web for each office - Skip this step if you will be tracking X-Webtransactions by orthodontist instead, described above. Open your ViewPoint Office table, and complete each X-Charge field with the information you have obtained from X-Charge. (See "Set Up Office Locations" for details about opening your Office table.)
If you have obtained two different merchant ID numbers from X-Web, enter the number for POS (point of sale) transactions in the X-Charge MID field. It will be used to process transactions when the credit card is swiped. Enter the number for MOTO (mail order / telephone order) transactions in the X-Charge MID2 field. It will be used to process recurring transactions (Auto Receipts), and transactions that are posted without the credit card being swiped (using the credit card details that have been saved in the responsible party record). If you have only one merchant ID number, enter it into both X-Charge fields.
Be sure to complete the fields for each office. Typically, this will be the same information for each office. However, you may have requested and received unique IDs for each location if your practice separates bookkeeping by office.
Set Auto Receipt integration type - (Optional.) Use Data Tool (129) to set all existing auto receipt credit card payments to your new integration. If you do not use this tool, you will need to confirm the appropriate payment type is selected for each account before posting auto receipts. See "Use Data Tools" for details.
Post credit card transactions - You can use your X-Web integration to post credit card transactions for your patients. See "Post Credit Card Payments" for details.
Automate payments - You can use your X-Web integration in conjunction with Auto Receipts to automate either credit card or electronic transfer payments for your patients. See "Set Up Auto Receipt Plans" for details.
Integration support - Ortho2 can help you with questions you have about system requirements, integration setup, and using your integrations within our system. However, you will need to contact the third-party supplier for specific details about using the integrated module.
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