When setting up your account to process credit card payments utilizing DrChrono Payments, you will need to set which merchant ID the payments will be processed under.
With DrChrono Payments, you can set the Merchant ID for the entire practice or an office within your practice group.
Setting for Entire Practice
Navigate to Account > Provider Settings
Select the Patient Payments tab
3. Under the DrChrono Payments Heading, select the radio button for Practice. Your merchant ID can be selected from the drop-down menu.
Setting for a specific office
Navigate to Account > Provider Settings
Select the Patient Payments tab
3. Under the DrChrono Payments Heading, select the radio button for Office.
The offices associated with your DrChrono Account will appear in a list on the left. From the drop-down under Default Merchant, you can select the correct Merchant ID for each office.
Multiple Merchant IDs
If your practice uses multiple Merchant IDs in DrChrono, it’s important to designate one as the Default Merchant ID for Patient Statement Payments made through the statement link. This ensures that all statement payments are deposited into the correct account, while reconciliation still applies to the right patients and appointments.
A default Merchant ID acts as the “deposit destination” for all payments submitted through patient statement links. Even with multiple merchant accounts within an account, DrChrono ensures that:
- Seamless Deposits – All patient statement link payments flow into the designated default account.
- Smooth Reconciliation – Payments filter back to the correct patients and appointments for accurate records, regardless of which merchant account is set as default.
- Required Setup – A default Merchant ID must be selected in account settings for statement payments via the link to be activated.
How to Select Your Default Merchant ID
- Navigate to Account Settings > Patient Payments > Merchant Settings.
- From the list of available merchant accounts, select the Merchant ID you’d like to use as the Default Statement Merchant ID.
- Save your changes by pressing Update DrChrono Payments Settings.
Once this is set, all statement link payments will be deposited into that account moving forward.