Difference between revisions of "Sphere Payment Processing Module"
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=== Sign Up === | === Sign Up === | ||
* Sign up for account at https://openemrstd.spherechannels.com/ | * 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. | * 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. | ||
<br> | <br> | ||
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* 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.''') | * 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 | ** Connectors->Sphere Void/Credit Confirmation PIN | ||
* Global to set to production mode (''' | * Global to set to production mode ('''Toggle this to on.'''): | ||
** Connectors->Set Gateway to Production Mode | ** Connectors->Set Gateway to Production Mode | ||
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
- 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.
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
- Sphere account Billing type credentials:
- 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
Make Payment From Patient Portal Interface
Void or Credit Payment
View Report
