Patient Portal Online Payments Setup

The new TRAKnet Patient Portal was released on June 29th, 2018. Click here to learn more about setting up the new portal. The below information is ARCHIVED.

This page will walk the user through setting up the online payment integration with the Patient Portal.

TRAKnet Setup

Setting up the online payment feature in the patient portal requires setup both inside TRAKnet and on the patient portal administration website. The first piece will cover the steps inside of TRAKnet, which has two main components:

  • Setting the default payment type for patient portal payments.
  • Setting up the new TransFirst Merchant Account.

Note: To use the online payment processing integration with the patient portal you must be using integrated credit card processing with TransFirst. You will then need to sign up for a second account with TransFirst that is for use only on your patient portal.

Default Payment Type

To ensure that payments from the patient portal download into TRAKnet with the appropriate payment type you must default this under Tools > Options > Patient Portal. This should always be set to Credit Card. This setting is practice wide and only needs to be entered once.

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TransFirst Merchant Account

You will also need to set up your TransFirst Merchant Account in TRAKnet. Note that the account used for the patient portal differs from the account you may already be using normally.

To enter this information, in TRAKnet go to Properties > TransFirst Merchant Accounts > Add. Enter all information as provided to you by TransFirst, check the box stating "Patient Portal," and click Save. Note that for these changes to take effect you will need to restart TRAKnet.

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Admin Portal

After initial setup in TRAKnet is complete, you will need to log into your Patient Portal Admin Site to set up your TransFirst Merchant Account on the portal side. Once you have logged into the patient portal, from the Home screen, click on the TransFirst Merchant Accounts icon. Click Create New to open the Create Merchant Account window.

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From here, enter all information as given to you by TransFirst (this will be the same information as what was entered into TRAKnet previously). Click Create to save this TransFirst record.

Toggle Feature

Should you decide that you do not wish your patients to have the option to pay their balances online, you may turn this feature off for your patient portal. From the portal Admin website, from the Home screen, click on Toggle Features, then select Online Payments. Set this menu to "Not Allowed." This will remove the Online Payments option from the patient view of your patient portal.

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Video

Additional Pages

Patient Portal Overview

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