INTERNAL: DrChrono Payments and PCI-DDS talking points

Instructions for those using WorldPay

Why and what the benefits are:

  • Confirmation that the client is receiving and storing credit card info safely per PCI-DDS regulations

How to log in and complete the survey: https://saferpayments.yoursecurejourney.com/safemaker/login/portal

  • THEY WILL NEED THEIR MID (Merchant ID) to log in/register

Setting expectations for the annual re-review:

  • They will receive emails from WP 60 days prior, 30 days, and final notice of the expired survey.

What happens if they don't complete the survey:

  • NON-PCI fee currently priced at $79.95/mo ($960 savings annually on cc processing statement)

Instructions for those using Stripe

Why and what the benefits are:

  • Confirmation that the client is receiving and storing credit card info safely per PCI-DDS regulations

How to log in and complete the survey:

  • https://pciapply.com/paysimple
  • Customers will receive an email with their MID (Merchant ID) and a temporary password
  • Any questions can be directed to 844-202-8515

Setting expectations for their monthly invoice:

  • After completing the survey, a $5.95 PCI Program Fee will be included with their monthly credit card processing fees.

What happens if they don't complete the survey:

  • NON-PCI fee currently priced at $59.95/mo ($719.40 annually on cc processing statement)

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