Run through this checklist the first time you check a patient out with SynchPay. It takes about five minutes.
Before you start
Sit at the computer where you check patients out.
Find your "Welcome to SynchPay" email with your practice's login details. See Log in to the SynchPay card portal.
Charge your SynchPay terminal to 100% and connect it to the same Wi-Fi network as your computer. See Set up your SynchPay terminal.
Run the payment
Check the patient out the way you normally would in your practice management system (PMS).
If your terminal is integrated with your PMS, the SynchPay synchronizer opens on the right side of your screen with the payment amount and how it will be allocated.
Complete the payment on the terminal.
Open the patient's ledger in your PMS and confirm the payment posted the way you expect.
If your terminal isn't integrated with your PMS, start the payment from the portal instead. See Take an in-person card payment from the portal.
If the payment doesn't appear in your ledger, email [email protected] with the date, time, and amount.