Difference between revisions of "Sphere Payment Processing Module"

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== Sphere Payment Processing Module ==
== Sphere Payment Processing Module ==


==== Overview ====
=== Overview ===
: This module is installed by default in OpenEMR 6.0.0 (with patch 4 or greater) and higher versions.
* This module is installed by default in OpenEMR 6.0.0 (with patch 4 or greater) and higher versions.
: Allows payment processing from clinic (via cardreader with input pad) and patient portal.
* Allows payment processing from clinic (via cardreader with input pad) and patient portal.
: Allows void/credit of payments.
* Allows void/credit of payments.
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=== Sign Up ===
* Sign up for account at https://openemrstd.spherechannels.com/boarding?channel=OEMRS&plan=OEMRS
* After you sign up you will get 3 sets of credentials for '''Billing''', '''Retail''', and '''Ecomm''' which you will enter into the OpenEMR Global settings described below.
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==== Configure Module ====
=== Configure Module ===
: '''Currently under construction (how to open account with Sphere and get credentials)'''
* Globals to turn on module:
* Pertinent globals:
** Connectors->Accept Credit Card transactions from Front Payments
** Connectors->Accept Credit Card transactions from Front Payments
** (added Sphere option) Connectors->Select Credit Card Payment Gateway->Gateway for Sphere Payments
** Connectors->Select Credit Card Payment Gateway->Gateway for Sphere Payments
** Connectors->Set Gateway to Production Mode (don't turn this on until testing mode is working)
** (new) Connectors->Connectors->Sphere Clinicfront (MOTO) Transaction CustID
** (new) Connectors->Sphere Clinicfront (MOTO) Transaction CustID License Key
** (new) Connectors->Sphere MOTO TC Link Password
** (new) Connectors->Sphere Patientfront (Ecomm) Transaction CustID
** (new) Connectors->Sphere Patientfront (Ecomm) Transaction CustID License Key
** (new) Connectors->Sphere Ecomm TC Link Password
** (new) Connectors->Sphere Void/Credit Confirmation PIN
** Portal->Allow Online Payments
** Portal->Allow Online Payments
* Globals to store credentials ('''These will be provided by Sphere (see above Sign Up section).'''):
** Sphere account '''Billing''' type credentials:
*** Connectors->Connectors->Sphere Clinicfront over phone (MOTO) Transaction '''CustID'''
*** Connectors->Sphere Clinicfront over phone (MOTO) Transaction CustID '''License Key'''
*** Connectors->Sphere MOTO TC '''Link Password'''
** Sphere account '''Retail''' type credentials:
*** Connectors->Connectors->Sphere Clinicfront in person (RETAIL) Transaction '''CustID'''
*** Connectors->Sphere Clinicfront in person (RETAIL) Transaction CustID '''License Key'''
*** Connectors->Sphere RETAIL TC '''Link Password'''
** Sphere account '''Ecomm''' type credentials:
*** Connectors->Sphere Patientfront (Ecomm) Transaction '''CustID'''
*** Connectors->Sphere Patientfront (Ecomm) Transaction CustID '''License Key'''
*** Connectors->Sphere Ecomm TC '''Link Password'''
* Global to store pin code required for confirmation of voids/credits ('''Note this code is not provided by Sphere. This is specific to your OpenEMR instance to control access to users that are allowed to perform void/credit.''')
** Connectors->Sphere Void/Credit Confirmation PIN
* Global to set to production mode ('''Toggle this to on.'''):
** Connectors->Set Gateway to Production Mode


* Some things that also need to ensure for this to work:
* Some things that also need to ensure for this module to work:
** Need to be using https
** Need to be using https
** The global Connectors->Site Address Override needs to be correct
** The global Connectors->Site Address Override needs to be correct
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==== Make Payment From Clinic Interface ====
=== Make Payment From Clinic Interface ===
::[[File:sphere-office-1-v2.png|600px|none|thumb|Click Credit Card Pay. 'Credit Card Pay in Person' for when taking payment in person. 'Credit Card over Phone' for when taking payment over phone.]]
::[[File:sphere-office-2.png|600px|none|thumb|Select the input box and then use the card reader/input pad]]
::[[File:sphere-office-3.png|600px|none|thumb|Click Pay]]
::[[File:sphere-office-4.png|600px|none|thumb|Click OK]]
::[[File:sphere-office-5.png|600px|none|thumb|]]
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==== Make Payment From Patient Portal Interface ====
=== Make Payment From Patient Portal Interface ===
::[[File:sphere-patient-1.png|600px|none|thumb|Click Credit Card Pay]]
::[[File:sphere-patient-2.png|600px|none|thumb|Enter credit card information and then Click Pay]]
::[[File:sphere-patient-3.png|600px|none|thumb|Click OK]]
::[[File:sphere-patient-4.png|600px|none|thumb|]]


==== Void or Credit Payment ====
=== Void or Credit Payment ===
::[[File:sphere-void-1.png|600px|none|thumb|Go to Payment Processing Report]]
::[[File:sphere-void-2.png|600px|none|thumb|Click Credit Charge (or Void Charge). Void Charge can only be performed on same day as charge whereas Credit Charge should be performed anytime after the day of charge.]]
::[[File:sphere-void-3.png|600px|none|thumb|Enter PIN code (this PIN code was set in Globals->Connectors->'Sphere Void/Credit Confirmation PIN') and click Proceed]]
::[[File:sphere-void-4.png|600px|none|thumb|Click OK]]
::[[File:sphere-void-5.png|600px|none|thumb|]]
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=== View Report ===
::[[File:sphere-void-1.png|600px|none|thumb|Go to Payment Processing Report]]
::[[File:sphere-void-2.png|600px|none|thumb|]]
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Latest revision as of 17:18, 6 April 2022



Sphere Payment Processing Module

Overview

  • This module is installed by default in OpenEMR 6.0.0 (with patch 4 or greater) and higher versions.
  • Allows payment processing from clinic (via cardreader with input pad) and patient portal.
  • Allows void/credit of payments.


Sign Up


Configure Module

  • Globals to turn on module:
    • Connectors->Accept Credit Card transactions from Front Payments
    • Connectors->Select Credit Card Payment Gateway->Gateway for Sphere Payments
    • Portal->Allow Online Payments
  • Globals to store credentials (These will be provided by Sphere (see above Sign Up section).):
    • Sphere account Billing type credentials:
      • Connectors->Connectors->Sphere Clinicfront over phone (MOTO) Transaction CustID
      • Connectors->Sphere Clinicfront over phone (MOTO) Transaction CustID License Key
      • Connectors->Sphere MOTO TC Link Password
    • Sphere account Retail type credentials:
      • Connectors->Connectors->Sphere Clinicfront in person (RETAIL) Transaction CustID
      • Connectors->Sphere Clinicfront in person (RETAIL) Transaction CustID License Key
      • Connectors->Sphere RETAIL TC Link Password
    • Sphere account Ecomm type credentials:
      • Connectors->Sphere Patientfront (Ecomm) Transaction CustID
      • Connectors->Sphere Patientfront (Ecomm) Transaction CustID License Key
      • Connectors->Sphere Ecomm TC Link Password
  • Global to store pin code required for confirmation of voids/credits (Note this code is not provided by Sphere. This is specific to your OpenEMR instance to control access to users that are allowed to perform void/credit.)
    • Connectors->Sphere Void/Credit Confirmation PIN
  • Global to set to production mode (Toggle this to on.):
    • Connectors->Set Gateway to Production Mode
  • Some things that also need to ensure for this module to work:
    • Need to be using https
    • The global Connectors->Site Address Override needs to be correct


Make Payment From Clinic Interface

Click Credit Card Pay. 'Credit Card Pay in Person' for when taking payment in person. 'Credit Card over Phone' for when taking payment over phone.
Select the input box and then use the card reader/input pad
Click Pay
Click OK
Sphere-office-5.png


Make Payment From Patient Portal Interface

Click Credit Card Pay
Enter credit card information and then Click Pay
Click OK
Sphere-patient-4.png

Void or Credit Payment

Go to Payment Processing Report
Click Credit Charge (or Void Charge). Void Charge can only be performed on same day as charge whereas Credit Charge should be performed anytime after the day of charge.
Enter PIN code (this PIN code was set in Globals->Connectors->'Sphere Void/Credit Confirmation PIN') and click Proceed
Click OK
Sphere-void-5.png


View Report

Go to Payment Processing Report
Sphere-void-2.png


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