Payment Accounts Editor
Use the Payment Accounts
Open the Payment Accounts Editor
Select Editors from the Tools section of the Home ribbon bar. Then, from the Financial section, open the Payment Accounts editor. (You can also use the Search field to look for the editor you want to work with.)
All of your payment accounts are listed at the left of the window, grouped by the type of transaction (check, credit card, electronic transfer). Inactive accounts are noted with parenthesis.
When you post a transaction, the payment accounts appear in the order they are listed in this editor. To make your list the most useful, use the arrows at the top of the list to reorder accounts within each section. You might use this, for example, to move all inactive accounts to the bottom of the list.
When you create a new payment account, you must select the receipt type. The receipt type determines how the transaction will be categorized and processed, and cannot be changed once the account is created..
Inactive / Active Toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed.
Cash, Check, and Money Order Payment Accounts
If you accept cash, check, and money order payments from your patients, you should have a payment account for each of these transaction types. When you post a transaction to one of these payment accounts, the payment is applied to the patient's Edge Cloud ledger, and included in your financial reports. You are responsible for actually depositing the money in the bank.
Non-Integrated Credit, Debit, and Electronic Transfer (ACH) Accounts
OrthoBanc Payment Accounts - OrthoBanc transactions are considered "non-integrated" because they are processed within the OrthoBanc system. Payment accounts that track these credit card and EFT transactions should have a provider of "none". See "OrthoBanc Integration" for details.
If you accept credit, debit, or electronic transfer (ACH) payments from your patients, but process the payments with a third party provider not integrated with Edge Cloud, you should have a payment account for each type of receipt, assigning "none" as the provider.
When you post a transaction to one of these payment accounts, the payment is applied to the patient's Edge Cloud ledger, and included in your financial reports. However, you are responsible for completing the processing outside of your Edge Cloud system.
Integrated Credit, Debit, and Electronic Transfer (ACH) Accounts
OrthoBanc Integration - OrthoBanc transactions are considered "non-integrated" because they are processed within the OrthoBanc system. Payment accounts that track these credit card and EFT transactions should have a provider of "none". See "OrthoBanc Integration" for details.
Using an integrated payment processing provider is the most secure and efficient way to accept payments from your patients. To set up these payment accounts, select the appropriate receipt type: Credit Card, PIN Debit, or Electronic Transfer (ACH)*. Then choose your provider, and enter your provider credentials.
If you accept multiple types of payments, or have obtained separate client ID numbers for each orthodontist or office, you will need to set up a payment account for each instance. For example, if you accept both credit card and debit card transactions processed through Global Payments Integrated, you will need to set up a payment account for each payment type.
When you post a transaction to one of these payment accounts, the payment is applied to the patient's Edge Cloud ledger, and included in your financial reports. The payment is processed by the provider immediately without any further action by you.
The payment processing provider is selected when you create a payment account and cannot be changed once the account is saved.
* Electronic transfer (ACH) processing is available only for Edge Cloud users in the United States and Canada through Global Payments Integrated, and the United States only through Vanco Payment Solutions.
Read more about the our integrated payment processing providers:
Use the Edge Cloud / Global Payments Integrated payment processing system to post credit card, debit card, and electronic transfer (ACH)* transactions for your patients. With the integration, you can use an encrypted device or manually enter data to both save credit card and ACH* information as Payments on File for your responsible parties, and post transactions in real time or via scheduled Auto Receipts. The integration offers additional features at no cost, including seamless detecting and updating of expiring credit cards. All transactions are authorized quickly over a secure connection, using free payment processing software.* Electronic transfer (ACH) transactions are available for United States and Canadian banks only. Tell me more.
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Ortho2 has partnered with Worldpay from FIS, one of North America’s largest payment processors, to offer integrated payment processing solutions that help orthodontic practices of all sizes make it more convenient, safe, and affordable to accept patient credit and debit card payments. Worldpay’s robust set of core payments capabilities, value-added services, and reporting solutions are designed with the unique needs of your practice in mind. From fast funding options that enable you to access your funds in as few as five hours from batch, to an automatic account updater that enables you to recover up to 40% of credit card declines through automated credit card updates to online access to comprehensive payment processing transaction reporting enabling clear insight into every aspect of your payment processing, whenever you need it. Contact us today and see how payment processing through our seamless integration with
Warning - Leave this option disabled unless you have been directed to enable it for testing or other specialized purposes by an Ortho2 representative. When enabled, Auto-Receipts that are run for this payment account will NOT be processed by the provider.
Click 
Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.
Link to Responsible Party Payments
When you add a payment on file record to a responsible party, you select which payment account to use. Then, when you post payments for the patient and with that payment on file, the transactions are applied to the patient's Edge Cloud account, and integrated electronic payments are processed by the linked provider.
When you post a payment from the Post Transactions window, you select which payment account to use. If an integrated payment processing provider is correctly set up for the payment account, the transaction will be both applied to the patient's Edge Cloud account, and processed with the provider.
Run the Payment Account List to obtain a list of the payment accounts you use to accept payments for your practice. The report includes the transaction type category, default description, office and doctor assignment (if any), and account type. See "Payment Account List" for details.
Run the Processed Transactions report to obtain the details of each electronic and credit card transaction run through the selected payment processor for any range of dates or Transaction reports. The report includes the responsible party and patient identifiers, receipt description, date, and amount, and the Transaction number on which the receipt appears, as well as the payment processor details. See "Processed Transactions" for details.
