Once you connect an S710 card reader to your practice, you can use it to collect card-present payments from any payment screen in DrChrono. The payment posts to the patient's account automatically when it's complete.
Requirements: At least one S710 device added and showing a Connected status. See S710 Card Reader: Quick Start Setup Guide.
Start a device payment
Open the payment window from any of the following:
Within the EHR - Patient Demographics, Patient Payments, an appointment's billing details, or a payment plan.
Within the Check-In app - an appointment's billing details.
- Select DrChrono Payments as the payment method.
- Select the merchant account connected to your device.
- Select Card Present (Device).
Tip: Don't select Swipe Card. That option is for a different type of card reader.
5. Select the device from the dropdown list (ensure the device shows online).
6. Enter the payment amount, then select Collect Payment.
Complete the payment
- The device screen prompts the patient to tap, insert, or swipe their card.
- Once the patient taps, inserts, or swipes their card, DrChrono shows the payment result.
- If the payment succeeds, DrChrono creates the payment record automatically and sends the patient a digital receipt.
Cancel a payment in progress
On the waiting screen, select Cancel.
The device stops waiting for a card, and no charge is made.
Mobile
Open the payment window from Billing/payment section of appointment details and enter the payment amount, select the line item, and add any notes if needed
a. On EHR or Check-In app
Select DrChrono Payments as the payment method.
Select the merchant account connected to your device.
Select Card Present (Device).
Tip: Don't select Swipe Card. That option is for a different type of card reader.
5. Select the device from the list (ensure the device shows online).
6. Enter the payment amount, then select Charge.
Related articles