Data Strategies, Inc.

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Data Strategies, Inc.

CORPORATE SALES (800) 875-0480  Fax: (858) 486-5492 [email protected] 13475 Danielson St., Suite 210 Poway, CA 92064-8858 www.MDsuite.com TECHNICAL SUPPORT (800) 514-3131  Fax (858) 486-5493 [email protected]

EHR & Practice Management

Debit and Credit Cards

Save Time by Accepting Debit and Credit Cards with MDsuite!

How it works:

1. Click the Credit Card button available in Quick Pay and Post Patient Payments. 2. Swipe the debit/credit card or key in the

card number.

3. Immediately a pop up approval notification appears.

4. The Patient’s ledger is automatically updated with the confirmation number in the payment’s memo field.

5. MDsuite automatically emails the Patient a payment confirmation receipt.

6. Typically, payments are deposited into your bank account the next day.

The benefits:

 Revolution Payments Systems typically can beat your current vendor’s merchant service rates and fees.

 No separate phone lines are needed for your credit card terminal; you only need an internet connection.

 You can accept cards in person and over the phone.

 Automated email payment receipt- no extra work required or printing needed!  Immediate authorization!

 Next Day Funding: Batches completed by 10PM EST are deposited the next day, including American Express payments.

How to get started:

1. Sign up with Revolution Payment Systems: http://revolution-payments.info/referral_merch.php?agent_id=93

2. Revolution Payment Systems assigns you a log in. 3. Contact MDsuite support for setup assistance.

[email protected] or 800-875-0480

Let one of the Revolution Payment Systems specialists do a cost comparative analysis for your business. There is no obligation and you have nothing to lose.

If you don’t see a savings, Revolution will write you a check for $500.

If you have questions, you can reach Revolution Payment Systems at (888) 790-3450. If you would like a cost comparative analysis you can either fax your last month’s statement to (301) 790-1998 or email [email protected] and type “statement analysis” in the subject line.

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Data Strategies, Inc.

Debit and Credit Cards

I already have a Merchant Account – can I use it?

No. You must use a merchant account specifically for this purpose. That same merchant account can be used for manual charge cards in your office. The rate for this merchant account is very competitive and often less than your current merchant account. Additional benefits include next day funding, free online reporting, and consolidated reporting of all card types onto one statement.

What credit cards can be used?

Visa, MasterCard, American Express, and Discover.

Are funds available to me immediately?

For credit cards, yes. The status of electronic checks will be set to Pending in MDsuite until they clear. MDsuite periodically updates pending checks to either make them available for posting or rejected.

Can I process checks too?

Yes, you have the option to use the online payment processing portal to process checks.

What happens if a check doesn’t clear?

The rejection message will be shown in MDsuite. You can contact the patient to alert them.

What type of card reader do I need?

To swipe cards in the office, you will need a MagTek USB Swipe Reader. You can find and purchase these online.

Can my patients pay their bills online?

Yes, using MDsuite ePayments you can generate statements online and allow patients to pay their balance. There is an additional fee for this feature, and it does require some setup. For more

information, visit: http://www.mdsuite.com/files/media/ePayments%20Product%20Sheet.pdf or contact your sales representative.

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Data Strategies, Inc.

Revolution Payment Systems

Revolution Payment Systems: Your Merchant Processing Partner

Data Strategies and Revolution Payment Systems partner to provide MDsuite clients with substantial savings in merchant processing fees.

Revolution Payment Systems Benefits:

1. Personal Account Manager: Each of our clients is assigned a personal account manager in order to provide the best service possible.

2. Up to $100,000 in breach protection: Clients of all sizes must ensure that cardholder data is protected from a security breach. A typical breach costs a small business office $25,000 - $50,000; clients with PCI validation confirmed through our PCI Compliance Program partner will receive financial coverage up to $100,000 per incident.

3. Rate qualification reporting and monitoring: Monitor transaction rating to ensure you are getting the best possible rate on every transaction.

4. American Express one point: We were the first acquirer to adopt American Express OnePoint. We do our own authorization and settlement of American Express. This gives our clients one help desk for all card types and one easy to read statement.

5. “Rate Guarantee” Revolution: Match any legitimate quote a client receives!

6. Next Day Funding: Batches completed by 10PM EST are deposited the next day, including American Express payments.

Let one of the Revolution Payment Systems specialists do a cost comparative analysis for your business. There is no obligation and you have nothing to lose.

If you don’t see a savings, Revolution will write you a check for $500.

If you have questions, you can reach Revolution Payment Systems at (888) 790-3450. If you would like a cost comparative analysis you can either fax your last month’s statement to (301) 790-1998 or email [email protected] and type “statement analysis” in the subject line.

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Data Strategies, Inc.

ePayments

MDsuite

Convenient for your Patients

More Efficient for You

Better Cash Flow

Key Points



Works with MDsuite’s Connect2Us Patient Portal



Immediately makes patient statements viewable on-line



May also be used for charge cards in the office or called in



Patients may quickly and easily pay their balances any time via credit card or electronic check



Payments are made within one secure Internet-based screen



Credit Card Information is not stored on your computer



Online Check Processing reduces the hassle, delay, and errors when dealing with paper checks



Get your money faster - ACH Processing Funds are debited directly from your customers bank

account and deposited directly into yours



Fees for processing checks and credit / debit cards online are much lower than PayPal



Payments are immediately viewable on MDsuite



Payments may be posted quickly – information about the payment automatically transfers into MDsuite

How do ePayments work?

Print statements

Copy appears in Ledger

Patient

Payments accumulate in Payment Queue

Post Payments

Logs onto Connect2Us

Views Statement

Makes a Payment

Enters secure site to make payment Email notification to patient

$ Bank $

Payment info transfers to MDsuite

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Data Strategies, Inc.

ePayments

Do I need to have a patient portal?

Yes, for statements to be paid over the web. Patient statements contain Personal Health Information (PHI) and MDsuite’s Connect2Us patient portal allows these statements to be viewed in a HIPAA-compliant fashion. The portal is not needed if you only wish to accept credits cards in the office or over the phone.

Is there a charge for ePayments?

There are no ongoing charges. You must have Connect2Us running either off of your own website or a website dedicated to it.

What credit cards can be used?

Visa, MasterCard, American Express, and Discover. Are funds available to me immediately?

For credit cards, yes. The status of electronic checks will be set to Pending in MDsuite until they clear. MDsuite periodically updates pending checks to either make them available for posting or rejected.

What happens if a check doesn’t clear?

The rejection message will be shown in MDsuite. You can contact the patient to alert them. I already have a Merchant Account – can I use it?

No. You must use a merchant account specifically for this purpose. That same merchant account can be used for manual charge cards in your office. The rate for this merchant account is very competitive and often less than your current merchant account. Additional benefits include next day funding, free online reporting, and consolidated reporting of all card types onto one statement.

How do I use ePayments for charge cards within the office?

You must have a MagTek USB Swipe Reader. If ePayments is enabled, then Post Patient Payments and QuickPay allow for either a card swipe or the entry of credit card information taken over the phone. Do I need to actually print statements any longer?

You may set an indicator in MDsuite stating that the patient wants eStatements only. Statements will not be printed for these patients.

Can I print a different statement for patients to view on the portal? Yes. You may choose (or format) a separate statement for web viewing. How do I get started?

 You must be on the latest version of MDsuite

 Your MDsuite license must include the ePayments option