Blueprint OMS supports chip processing terminals or card swipers provided by Merchant Preferred. Consult with Merchant Preferred to select the best option for your practice.
Once you receive confirmation from Merchant Preferred that your processing account is activated, follow the steps below outlined in the Enabling integrated payment processing section.
Enabling integrated payment processing
Navigate to the Setup menu in your Blueprint OMS > Payment methods > Integrated payments.
This option will be available in the Setup menu for any users with the privilege called Maintain payment methods and online payment.
Click Run configuration wizard. All the configuration choices made in the setup wizard can be changed later by running the wizard again.
Step 1: Select the integrated processing platform you are using - WorldPay (card swiping) or SignaPay (chip processing). Select whether you have a single account or multiple accounts (this information is obtained from Merchant Preferred).
New processing company coming soon...
A new chip processing company is coming soon! Contact Ken Handy at Merchant Preferred for more information.
Step 2: Fill in your account information (this information is obtained from Merchant Preferred).
Step 3: Select which payment methods will prompt you for a card swipe or card insert.
Then, click FINISH.
Attention current customers using integrated payments with WorldPay (card swiping)
You can switch from WorldPay (card swiping) to SignaPay (chip processing) by contacting Merchant Preferred. Obtain account information and a chip processing terminal from Merchant Preferred, and then navigate to the Setup menu in your Blueprint OMS > Payment methods > Integrated payments and click the Run configuration wizard button to enter your new SignaPay account details.
Receiving credit/debit card payments from insurers operates the same way as receiving credit/debit card payments from patients. More information on receiving insurance payments: here.
Automatic transaction settlement
Payments processed through Blueprint OMS are automatically transferred to your bank account on a nightly basis. These transfers are referred to as Settlement. This is completely independent of the Enter bank deposit function in Blueprint OMS.
It takes a few days following the nightly settlement for the transfer to reach the destination bank account.