Use the
(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 / Vanco integration requires ViewPoint 6 or greater (processing Vanco 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 Vanco to set up your account, and to obtain and install any required components. If you want Vanco to track credit card transactions individually by office or orthodontist, be sure to get a separate ID for each.
Enter Vanco credentials - Choose to complete the Vanco credentials fields in either your Orthodontist table or your Office table, depending upon whether you want to post Vanco 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 Vanco for each orthodontist - Skip this step if you will be tracking Vanco transactions by office instead, described below. Open your ViewPoint Orthodontist table, and complete each Vanco field with the information you have obtained from Vanco . (See "Set Up Orthodontist Records" for details about opening your Orthodontist table.)
The Vanco iFrame ID field will be used to process recurring MOTO (mail order / telephone order) transactions (i.e. auto receipts), and transactions when the credit card is not swiped (using the credit card details that have been saved in the responsible party record); the Vanco iFrame ID2 field will be used to process POS (point of sale) transactions, when the credit card is swiped. If you have only one ID, enter it into both fields.
After entering the credentials, click the V button beside the V Decryption Key field to verify that you have entered the correct data.
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 Vanco for each office - Skip this step if you will be tracking Vanco transactions by orthodontist instead, described above. Open your ViewPoint Office table, and complete each Vanco field with the information you have obtained from Vanco. (See "Set Up Office Locations" for details about opening your Office table.)
The Vanco iFrame ID field will be used to process recurring MOTO (mail order / telephone order) transactions (i.e. auto receipts), and transactions when the credit card is not swiped (using the credit card details that have been saved in the responsible party record); the Vanco iFrame ID2 field will be used to process POS (point of sale) transactions, when the credit card is swiped. If you have only one ID, enter it into both fields.
After entering the credentials, click the V button beside the V Decryption Key field to verify that you have entered the correct data.
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.
Update auto receipts contracts - (Optional.) If you have existing credit card Auto Receipts contracts, and you would like to update all of them to use your new Vanco account, run Data Tool (129) - Set AutoReceipt Payment Integration Type and select the Vanco option. If you do not use this tool, you will need to manually edit existing accounts to use the Vanco integration. See "Use Data Tools" for details.
Post credit card transactions - You can use your Vanco integration to post credit card transactions for your patients. See "Post Credit Card Payments" for details.
Automate payments - You can use your Vanco 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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