Modernizing Medicine

2Logos_ModMed.png

The Modernizing Medicine software is already integrated with PayJunction. Simply follow the instructions below to connect ModMed with your PayJunction account and Smart Terminal.

PROCESS OVERVIEW

I – PayJunction Steps:

I-1 – Activate PayJunction Smart Terminal.
I-2 – Create PayJunction API Credentials.
I-3 – Create the Hosted Payments (Shop / Store)
I-4 – Configure Hosted Payment Fields
I-5 – Configure Hosted Payment and API Security settings

II – Modernizing Medicine Steps

II-1 – Save API Credentials
II-2 – Save Hosted Payment (Store Identifier)
II-3 – Configure Smart Terminals

III – Payment Button (Optional)

While going through the setup process you might wish to write the information down, in which case we strongly advise shredding the paper for security after completing the setup. Once the information is saved in the Modernizing Medicine software you will not need to remember it.

If at any time you are unsure on how to proceed, please give the PayJunction help desk a call at 1-800-601-0230 x 3 so we may assist you.

I-1 – PayJunction Steps

The following steps are all performed in the PayJunction website and require Administrator access

I-1 – Activate PayJunction Smart Terminal

Instructions to activate PayJunction Smart Terminals can be found here:

I-2 – Create PayJunction API Credentials.

  1. After logging in as an administrator go to More then select API Credentials
    Screen_Shot_2017-03-16_at_9.22.36_AM__1_.png
  2. In the top right corner of this view, click the Create new API Credential button
    Screen_Shot_2017-03-16_at_9.23.07_AM__1_.png
  3. For the First Name enter "ModMed", for the Last Name enter "Connection" and for the Email Address enter "no-email@payjunction.com". The User Type should remain on the Unrestricted Credential setting.
    Screen_Shot_2017-04-11_at_1.01.19_PM.png
  4. Next you will need to create a new Login and Password. The login needs to be unique in the PayJunction system, so our recommendation is to base it off your business name. In our example below we are assuming the name of this business to be XYZ Surgery Center.

    All logins and passwords in PayJunction are CASE-SENSITIVE

    Screen_Shot_2017-04-11_at_1.11.35_PM.png
  5. Click the green CREATE button at the bottom of the screen to add the API credential to your PayJunction account
    Screen_Shot_2017-04-11_at_1.14.31_PM.png

 

I-3 – Create the Hosted Payments (Shop / Store)

This was formally known as the QuickShop Store ID and might still be referenced as such in other guides and in the Modernizing Medicine practice management configuration.

  1. After logging into PayJunction as an administrator go to More and click on Hosted Payments
    Screen_Shot_2017-04-11_at_2.52.07_PM.png
  2. Click on the New Shop button in the top right corner of this view
    Screen_Shot_2017-04-11_at_2.58.40_PM.png
  3. Enter in a unique Shop Name and select the Account it should use. In our example we will be connecting multiple Accounts in PayJunction to Facilities in the Modernizing Medicine practice management software, therefore we are basing the Shop Name both on the business name and the Account we are using.
    Screen_Shot_2017-04-14_at_12.22.36_PM.png
  4. Further down this page, in the Email New Orders To field, enter no-email@payjunction.com then click the green Create Shop button at the bottom of this view
    Screen_Shot_2017-04-14_at_12.25.11_PM.png
  5. Repeat steps I-3 for each Account in PayJunction which will be associated with a Facility in the Modernizing Medicine practice management software.

I-4 – Configure Hosted Payment Fields

First we need to adjust the fields that will show up when using this Shop to require only the First Name, Last Name, and Zip Code information from ModMed:

  1. After logging into PayJunction as an administrator go to More then Hosted Payments
    Screen_Shot_2017-04-11_at_2.52.07_PM.png
  2. Hover your mouse cursor over the eye icon for the shop you are going to edit and then click Shop Fields in the popup menu
    Screen_Shot_2017-04-18_at_9.43.16_AM.png
  3. Click the Hide All link to the right of Transaction Contact Fields
    Screen_Shot_2017-07-28_at_10.53.31_AM.png

  4. Click the Hide All link to the right of Billing Contact Fields
    Screen_Shot_2017-04-18_at_9.46.19_AM.png
  5. Set First NameLast Name, and Zip Code to Required
    Alternately you can set these fields to Display to make them optional, however it is not recommended

    Screen_Shot_2017-04-18_at_9.49.58_AM.png
  6. Scroll down to the Shipping Contact Fields and click the Hide All link
    Screen_Shot_2017-04-18_at_9.51.22_AM.png
  7. Click the Save Changes button at the bottom of the screen
    Screen_Shot_2017-04-18_at_9.52.08_AM.png
  8. Repeat steps I-4 for each Shop that you created earlier in this guide

 

I-5 – Configure Hosted Payment and API Security settings

Next we need to adjust the AVS (Address Verification System) and CVV (Card Verification Value) security settings. For medical practice it's generally understood that checking the Zip code and the CVV is enough.

  1. Go to More and click on Accounts
    Screen_Shot_2017-04-18_at_9.54.06_AM.png
  2.  Click on the Account you wish to edit to select it
    Screen_Shot_2017-04-18_at_9.59.16_AM.png
  3. To the right, click the Edit link for Hosted Payments
    Screen_Shot_2017-04-18_at_9.58.53_AM.png
  4. Set the AVS Match Type to Match Zip and then click Save Changes
    Alternately you can set the AVS Match Type to Bypass to prevent declines on transactions where the zip code does not match. 
    Screen_Shot_2017-04-18_at_11.19.43_AM.png
  5. Repeat steps 2 through 4 above for each Account that will be used with the Modernizing Medicine practice management software
  6. Repeat steps 2 through 4 above for each Account but selecting "PayJunction API" for step 3

II – Modernizing Medicine Steps

Log into Modernizing Medicine as the Administrator.

  1. Select Practice Management Settings.
  2. Select Payment and Adjustments.
  3. Select Payment Settings.
  4. Under Payment Processor Settings on the Vendor dropdown select PayJunction
  5. Make sure Use PayJunction is turned on.

II-1 – Save API Credentials

Enter your API Login (PayJunction Username) and API Password (PayJunction Password).

Both the User name and the Password are case sensitive, so please make sure to type it exactly as you created on step I-2.

Screen_Shot_2019-06-06_at_3.23.08_PM.png

 

II-2 – Save Hosted Payment (Store Identifier)

On the right side of this page, enter the Shop Name under Store Identifier and select the Business Unit for each Account set up in PayJunction. If any ACH accounts are listed they can be ignored.
Screen_Shot_2019-06-06_at_3.54.03_PM.png

If you are using Smart Terminals from PayJunction move on to the next section, otherwise click the Save button to save your changes

II-3 – Configure Smart Terminals

If you will be using a PayJunction Smart Terminal, then you will also need flip the Smart Terminal switch to ON

Select which Locations each Smart Terminal will be used at:

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If multiple Smart Terminals are assigned to the same facility, the option will be given to choose which Smart Terminal to send the transaction to for processing. 

III – Payment Button (Optional)

You will need to create an additional Hosted Payments Shop specifically to handle online payments. This is required to allow separated reports and settings.

Instructions to create new Hosted Payments Shop Name

Once you have your Hosted Payments Shop Name, follow these steps:

  1. Highlight all of the HTML code that is listed within the text area below.
  2. Copy the HTML.
  3. Paste the code on your web page.
  4. Update the description field with the name of your business
  5. Update the Store field with your Hosted Payment Shop Name. 
  6. Save your webpage, and test the payment button.
<form method="post" action="https://www.payjunction.com/trinity/quickshop/add_to_cart_snap.action" >
<input type="hidden" name="description" value="Name of your Business">
<input type="hidden" name="need_to_ship" value="no">
<input type="hidden" name="need_to_tax" value="no">
<input type="hidden" name="identifier" value="Online Payment">
<input type="hidden" name="quantity" value="1">
<input type="hidden" name="store" value="YOUR-HOSTED-PAYMENTS-SHOP-NAME">
<input type="hidden" name="notes" value="" id="notes">
<table style="width:80%">
<tr>
<td><label>Patient First Name: (<font color="red">*</font>)</label></td>
<td><input type="text" required name="shippingFirstName" id="shippingFirstName"></td>
</tr>
<br>
<tr>
<td><label>Patient Last Name: (<font color="red">*</font>)</label></td>
<td><input type="text" required name="shippingLastName" id="shippingLastName"></td>
</tr>
<br>
<tr>
<td><label>Patient DOB: (<font color="red">*</font>)</label> </td>
<td><input type="text" required name="notes" id="patientDOB"></td>
<br>
<tr>
<td><label>Patient ID Number:</label> </td>
<td><input type="text" name="billingCustomerId" id="billingCustomerId"></td>
<br>
<tr>
<td><label>Payment amount $: (<font color="red">*</font>)</label></td>
<td><input type="text" name="price"></td>
</table>
<table>
<tbody><tr>
<td align="left">
<input type="submit" name="submit" value="Proceed to Payment" onclick="concatenateNotes()">
</td>
</tr>
</tbody></table>
</form>
(<font color="red">*</font>): Mandatory Fields
<script type="text/javascript">
function concatenateNotes()
{
document.getElementById('notes').value = 'Patient First Name: ' + document.getElementById('shippingFirstName').value
+ '\n' + 'Patient last Name: ' +
document.getElementById('shippingLastName').value
+ '\n' + 'Patient DOB: ' +
document.getElementById('patientDOB').value
+ '\n' + 'Patient ID: ' +
document.getElementById('billingCustomerId').value;
}
</script>

Support

If you need additional assistance, please contact Modernizing Medicine:

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