Quick Reference — To order a credit card or check/ID card device on the Departments page

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Some practices can order credit card and check/ID card devices for new and existing departments on the Departments page.

Note: If you need to make changes to your application after you save the device information on the Departments page, open a case with the CSC by selecting Support > Create Case or Call in the Main Menu.

  1. Display the Departments page: On the Main Menu, click Settings > Billing. In the left menu, under Practice Links — Departments, click Departments.
  2. If you want to order a device for an existing department, locate the department in the Departments list and click the update link.
  3. Scroll down to the Credit Card and Check/ID Card Processing section.
    Note: If this section does not appear on the Departments page, you can order credit card and check/ID card devices by selecting Support > Create Case or Call in the Main Menu (select the Hardware/Devices option on the "What type of help do you need?" page).
  4. Do you want to process credit cards and checks at this department? — Select one of these options:
    • Yes, and I'm ready to set it up now — Select this option to order credit card devices immediately.
    • Yes, but I'm NOT ready to set it up now (we can remind you later) — Select this option to order credit card devices later. When you are ready to set up credit card devices, return to the Departments page, select the Yes, and I'm ready to set it up now option, and complete the required fields.
    • No — If you select No, your practice will not be able to accept credit card payments at this department location. After you select No, select the I understand option and then click Save.

Enter order information for the credit card device

  1. Department's tax ID number — Select the tax ID number (TIN) from the menu.
    athenahealth uses the TIN to set up your practice's Elavon account.
  2. Do you want to buy credit card devices for this department? — Select Yes.
    Note: If you select No to indicate that you do not want to purchase a credit card device, you will need to enter patient credit card information manually every time a patient pays with a credit card. After you select No, select the I understand option.
  3. Device type — Select the device that you want to order for the department.
    Note: You can select only one device type. For more information about each device, click the information icon next to the device name.
  4. Device quantity — Enter the number of devices that you want to order.
  5. Shipping address — Select the address where the devices should be shipped.
  6. Name of local operating bank — Enter the name of the local bank that will pay for the device. List a bank that you use to pay for expenses and overhead. Do not list your athenahealth U.S. Bank account, which is a deposit-only account.
  7. Routing number — Enter the local bank's routing number.
  8. Account number — Enter your account number at the local bank.

Specify whether you want to purchase a check/ID card device

  1. Do you want to buy check/ID card devices for this department? — Select Yes or No. If you select Yes, a link to the Burroughs website appears (you must order check/ID card devices on the Burroughs website).
  2. Click Save.