Credit Card Implementation

On the Main Menu, click Settings > Implementation. In the left menu, under Practice Links — Implementation Wizard, click Credit Card Implementation

Your practice must use the Credit Card Plus feature, and you must have the *Billing Admin, *Practice Superuser, or a Management role to access this page.

Note: Your practice must have a CCP or Digital Check-In go-live group enabled (go-live groups are set up by athenahealth).

1. Display the Credit Card Implementation page: On the Main Menu, click Settings > Implementation. In the left menu, under Practice Links — Implementation Wizard, click Credit Card Implementation.
2. Click the arrow next to the medical group associated with the location where you need to enable Credit Card Plus.
   The application for the medical group/TIN appears.
3. Make sure that the following sections are completed with the requested information.
• Group Information
• Authorized Group Representatives
• Merchant Application Signature Page
  Note: This section is not required. Click the options in this section until the section turns green.

Locations to Enable for CCP

4. In the Locations to Enable for CCP section, click the Add new location link.
   The Add Location window opens.
5. What is the DBA (doing business as) name? — Enter the DBA name for the location.
   This name appears at the top of patient receipts for this location.
6. Location Address — Select the address from the menu.
7. If the address is not listed in the Location Address menu:
   1. Click the add/edit link.
      The Merchant Locations window opens.
   2. Click the Add new link.
   3. Complete all fields (required fields are yellow).
   4. Click Save.
      The Merchant Locations window appears again.
   5. Close the Merchant Locations window.
      The Add Location window appears again.
   6. Select the newly added address from the Location Address menu.
8. Select options for the other fields in the Add Location window.
   Note: For more information about any of these fields, click the information icon.
9. Click the Add button at the bottom of the Add Location window.
   The new location appears in the Locations to Enable for CCP section of the Credit Card Implementation page.
10. To enable CCP for another location, click the Add new location link and repeat step 5 through step 9.
11. After you enter all CCP-enabled locations, click the Submit for processing button at the bottom of the Credit Card Implementation page (the button is under the Application Submission section).
12. After all sections of the Credit Card Implementation page are complete (all sections are marked with a green box), the application for all CCP-enabled locations is submitted to athenahealth for review and processing.
    When your application is approved, the authorized signer listed in the Authorized Group Representatives section of the Credit Card Implementation page receives an email with the status of the CCP implementation.

Some practices can order Ingenico credit card terminals on the Credit Card Implementation page.

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

1. Display the Credit Card Implementation page: On the Main Menu, click Settings > Implementation. In the left menu, under Practice Links — Implementation Wizard, click Credit Card Implementation.
2. Click the Post-App Modifications tab.
3. Next to Add Equipment (near the top of the tab), click Add.
   The Add Equipment window opens.
4. Merchant Group — Select one or more groups in the list to order devices for those groups.
5. Select the device bundle that you want to purchase—for example, Ingenico Lane/3000: Basic Bundle (One-Year Repair Warranty)—and enter a digit in the box to indicate how many units you are buying.
   Note: To display details about any device bundle, click the information icon for the bundle.
6. Where would you this equipment to be shipped? — Select one of these options.
• Merchant Location — Ship the equipment to the configured location for the merchant groups you selected.
• Corporate Location — Ship the equipment to the corporate location for your organization.
• Other — When you select this option, the Ship-To Address field appears. Enter the shipping address in this field.
7. Click Submit.