Take card payments in Dentrix using PayStack
What you can do here
Use this guide to:
- Start a payment from the patient ledger in Dentrix
- Send payment details from Dentrix to PayStack
- Process an in-office card payment using a terminal
- Confirm the payment posts back to Dentrix
Not sure where to go?
- Need to take an in-office card payment → Use the Card Present workflow
- Need to manually enter a card → Use the Card Not Present workflow
- Need to post a previous payment to Dentrix → Use Postback from Report
- Need to review, refund, or void a transaction → Go to the Payment Report in PayStack
Overview
PayStack can be used with Dentrix to process payments directly from a patient’s ledger. When you start a payment from Dentrix, the payment details are sent to PayStack. PayStack then processes the transaction and posts the approved payment back to Dentrix.
Integrated Mode If you started the payment from Dentrix and PayStack opened with the payment details already loaded, you are using Integrated Mode.
Video walkthrough
Watch the full Card Present workflow from Dentrix to PayStack, including terminal payment and automatic postback to the patient ledger.
Before you begin
Before taking a Card Present payment, make sure:
- The correct patient is open in Dentrix
- You are working from the patient’s ledger
- The payment amount is known
- The correct payment type is available in Dentrix
- PayStack Universal Integrator is available
- The payment terminal is connected and ready
Take a Card Present payment
Use this workflow when the patient is present and paying with a credit or debit card at the terminal.
- In the patient’s Dentrix Ledger, select the Payment icon. The Payment icon appears as a green dollar bill.
- In the Enter Payment window, enter the payment amount.
- Select the appropriate payment type.
- Select PayStack Universal Integrator. PayStack opens automatically after the integrator is selected.
- Wait for PayStack to receive the payment details from Dentrix.
- In PayStack, review the payment details. Confirm the:
- Patient
- Chart Number
- Amount
- Terminal
- Post on Complete setting
- Select Pay.
- Have the patient tap, insert, or swipe their card on the terminal.
- Wait while PayStack processes the payment and the terminal completes the card transaction.
- Once the payment is approved, select Finish in PayStack.
- Return to Dentrix and confirm the payment appears in the patient ledger.
PayStack receives the payment details from Dentrix automatically after PayStack Universal Integrator is selected. You do not need to manually re-enter the patient or payment amount in PayStack.
What happens after approval
After the card payment is approved:
- PayStack completes the transaction
- The payment posts back to Dentrix automatically
- The completed payment appears in the patient ledger
- Dentrix receives the payment amount and reference ID/transaction ID
Post on Complete For standard Card Present payments started from Dentrix, PayStack posts the approved payment back automatically when the transaction is complete.
Postback behavior
- Postback supported: Yes
- Postback type: Automatic
- When it happens: Immediately after the approved transaction completes
- What returns to Dentrix: Payment amount and reference ID/transaction ID
Do not post this payment manually For standard Card Present payments started from Dentrix, manual postback is not part of the normal workflow. PayStack posts the payment back automatically after approval.
Best practices
- Start from the correct patient ledger in Dentrix
- Confirm the payment amount before selecting PayStack Universal Integrator
- Confirm the correct terminal is selected in PayStack
- Keep Post on Complete enabled for automatic postback
- Confirm the payment appears in Dentrix after approval
Next steps
Explore more Dentrix workflows:
- Take a Card Not Present payment in Dentrix
- Post a payment from the PayStack Report
- View and manage transactions in PayStack
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