Open Edge

This page will explain how to setup the Open Edge integration and how to process payments/refunds.

Setup

To begin your Open Edge integrations click here.

When Ready Open Edge will send you new credit card terminals. When your terminal arrives Open Edge will assist with plugging them in and entering your terminal ID's.

Once you have your account information you can begin to enter your unique credentials into TRAKnet. To enter these credentials go to the properties tab in TRAKnet then select "Open Edge". From here you will click add and enter your Account Name, MerhcantID, XWebID,Terminal ID and AuthKey (if you have more than one account repeat this step).

OpenEdge_Setup

Now you will need to enable the Open Edge Payment types and disable your legacy Credit Card Payment Type. To do this go to the properties tab and select "Payment Types". Then select "show all" and hit refresh (or hit F5 on your keyboard).

Open Edge has a total of six payment types (you do not need to enable them all). While enabling the Payment Types select where you would like to use these (Insurance Payments, Patient Payments or Provider Payments).

  • Payment Types
    • Credit Card Swipe - This payment type will take you to the swipe,chip or phone pay processing module (you no longer need to click "swipe" from the terminal).
    • Credit Card Manual - This payment type will take you to a page to manually enter the credit card information.
    • Debit Card - This payment type will take you to the swipe,chip or phone pay debit card processing module (you no longer need to click "swipe" from the terminal).
    • Debit Refund Independent (Swiping) - This payment type will take you to the swipe,chip or phone pay debit card refund processing module
    • Refund Independent (Swiping) - This payment type will take you to the swipe,chip or phone pay refund module
    • Refund Independent (Manual) - This payment type will take you to a page to manually enter the credit card information to perform a refund.

While in this module you can also un-check the Credit Card Payment Type as this will no longer work with the new Open Edge terminals.

Taking a Payment

To process a credit card payment you can now select from one of the following options.

  • Credit Card Swipe - This payment type will take you to the swipe,chip or phone pay processing module (you no longer need to click "swipe" from the terminal).
  • Credit Card Manual - This payment type will take you to a page to manually enter the credit card information.
  • Debit Card - This payment type will take you to the swipe,chip or phone pay debit card processing module (you no longer need to click "swipe" from the terminal).

After you have taken you payment you will receive a confirmation. You can select the print receipt button from this screen to print the Open Edge receipt (NOTE: This will open in your default Web Browser). Once the main payment window is closed TRAKnet will save your payment into TRAKnet. You can now utilize the built in TRAKnet receipt if you would like.

If the payment was denied we will not save it into the TRAKnet application.

Refunding a Payment

To the full payment amount you will simply select your payment and click remove. Once, you enter your reason TRAKnet will remove the payment and request that Open Edge VOIDS (same day refund) or processing a dependent refund.

Upgraded Feature
If you would like to refund a portion of your payment you can simply create a new payment (do not add a "-" in front of your amount. TRAKnet will do this for you after Open Edge processes the refund). When performing a "independent Refund" you will select one of the following options.

When performing a "independent Refund" you will select one of the following options.

  • Debit Refund Independent (Swiping) - This payment type will take you to the swipe,chip or phone pay debit card refund processing module
  • Refund Independent (Swiping) - This payment type will take you to the swipe,chip or phone pay refund module
  • Refund Independent (Manual) - This payment type will take you to a page to manually enter the credit card information to perform a refund.

Once the refund had been processed you can apply the negative amounts to the appropriate charges.

Unless otherwise stated, the content of this page is licensed under Creative Commons Attribution-NonCommercial-NoDerivs 3.0 License