Sphere Payment Processing Module

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/
• 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
• 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 (Don't turn this on until testing mode is working.):
  • 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

Make Payment From Patient Portal Interface

Click Credit Card Pay

Enter credit card information and then Click Pay

Click OK

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

View Report

Go to Payment Processing Report