RevPay is a credit card processing integration that allows practices to process credit card transactions (e.g., payments, refunds, and voids) directly within RevolutionEHR. To use this integration, the practice must enroll with RevPay. Click here to fill out the registration form to start the sign up process. If you have specific questions before signing up with RevPay, please complete the registration link above and you will be contacted by a RevolutionEHR representative.
Instructions
User Roles
In preparation for using RevPay, ensure the appropriate employees in your practice have the correct permission setting to use RevPay. These permissions are configured in User Roles.
- Access Admin > Employee/Roles > User Roles > open a user role.
- In the Access Permissions area, expand Accounting Module.
- Enable the following as appropriate to the user role:
- Void Credit Card Payment via Payment Processor
- Refund Credit Card via Payment Processor
- Void Credit Card Refund via Payment Processor
- Click 'Save.' Note: Complete this process for all user roles that need access.
RevolutionEHR Solutions
Our RevPay Onboarding representative will assist you in completing the information within this area. After setup is complete, the Card Reader(s) section should not be updated.
- Access Admin > RevolutionEHR Solutions > RevPay.
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Open the appropriate location. Note: The locations that display in this grid are the locations the user has been assigned to that do not have another payment processor enabled. If a location is not displaying, a message displays at the top of the grid that indicates the reason.
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Select Manage Location
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Enter the Store Id provided on the Welcome Email
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Select Add Store then, Close
- Click 'Save.' Note: If this is the first time information has been added to the location, the system will automatically update the location setting to "Enabled" within the grid. The location must be enabled to access all the features associated with RevPay.