Internal

WorldPay : Can we solicit these merchants ? - We cannot solicit the migration of WorldPay practices to Stripe. We need to make that abundantly clear to our customer facing teams ...

Internal article with troubleshooting steps if the M2 card reader does not sync with DRC Payments. 1. Make sure the provider knows how to get to the payment screen 2. Once on the payment screen, there are three options to proces...

The link below details the functionality within DrChrono and if it functions within each payment processor. Payment processors include Fortis Pay, Legacy Stripe, Square, DrChrono Payments/WorldPay, DrChrono Payments (Stripe), and ClearGage...

When enrolling a client for DrChrono payments (aka PaySimple) - you will first need to add the option under the feature rollout tool (FRT). Once it is turned on, you/they will see this error message until the client completes the enrollme...

Assessment Fee - Charged by the card networks (e.g., Visa, Mastercard) to payment processors or acquiring banks. These fees are typically a small percentage (0.14% for DRC) of the transaction volume and are used to support th...

If you are helping a client with a DrChrono Payments/Stripe issue and it needs to be escalated, here is the path you should follow: ...

Portal IQ demo where clients can see payments processed through DrChrono (DrC) payments. This demo was recorded on Tuesday, March 7, 2023. ...

If a customer is having issues connecting their BBPOS Chipper 3XBT hardware device to collect payments through DrChrono Payments, check these two things before additional steps are taken. Confirm DrChrono Payments is set up and turned on...

The back-end processor could be World Pay or Stripe for clients utilizing DrChrono Payments (DrCP/Paysimple). Here is how you can tell which one the client is using. On the front CRM screen, in the bottom right corner, you can see if DrChr...

With our new Stripe integration with DrChrono Payments (aka PaySimple), our clients will be subject to the following pricing: Flat Rate Pricing Card Present Transactions - 2.75% and $0.30 Card Not Present Transactions - 3.50% and...

Define PaySimple and DrChrono relationship PaySimple is a payments integration to DrChrono aka DrChrono payments, we are both owned by the same parent company. Payments Specialist has view/access to the back end of software where payment...

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://sa...

Training videos on DrChrono payments held in early 2023- Link to an internal training session on DrChrono Payments from 2/14/2023 https://paysimplecorp-my.sharepoint.com/:v:/g/personal/randi_beavers_drchrono_com/ERvbuMLWA-FKoT0...

If a client requests to be turned on for DrChrono Payments (aka PaySimple), here's how you can make that happen. #1 - the client must be on updated Patient Payments (v2). It won't work on the previous version(v1). (Note - as of M...

Does DrChrono Payments offer a way to set up recurring/membership payments? DrChrono payments does not have this functionality at present (Dec 2022). We should still refer clients to CG/Fortis if they need this type of setup. Upd...