Credit Card Processing Using Bluefin

RevolutionEHR has integration capabilities with Bluefin technology for credit card processing. The integration requires the practice to purchase a credit card reader and register with Bluefin.

Instructions

Setup Bluefin Device

1. Register: Contact Bluefin. 
2. Order Card Reader: The integration supports card reader models IDtech SecuRED and IDtech SREDkey. Contact the Bluefin representative for a recommendation on the model that best meets your practice's needs. 
3. Enable in RevolutionEHR:
   1. Access Admin > Vendors/Partners > Bluefin.
   2. Click the Enabled button for the appropriate practice location.
   3. Single click on the line item for the practice.
   4. In the Edit Location Configuration modal, enter your Bluefin account number and API key. Hint: It is best to copy/paste this number. If you are unsure of the appropriate values to enter, please contact Bluefin's account representative (as noted above).
   5. Click 'Save.'

Receive Payment

1. Access Accounting > Invoices.
2. Beside "Receive payment for," click 'Patient.'
3. Open the patient's invoice with a single click.
4. Complete the Payment Amount field.
5. In the Payment Method field, select Credit Card.
6. Complete the invoice's payment information.
   • If paying in full, click the box beside "Apply in Full." We highly recommend you watch the video instructions for Using Apply In Full for additional payment information. 
   • If not paying in full, apply payment for line item or payment information per your normal procedures. 
7. Click 'Read Card.' Note: The field for Reference/Check # is auto filled. 
8. Click 'Apply Payments.'