Record a Credit Card Surcharge

Tyro EFTPOS devices require that your practice charges patients a credit card surcharge; you cannot pair a Tyro terminal with Helix unless you have recorded a credit card surcharge fee for your practice.

Before you begin

Create a new fee for your Credit Card Surcharge. For more information, see Fee Schedules.

During the process, in the Add Fee Schedule window, name the fee. For example, CCS (Credit Card Surcharge). Remember what you named the fee because you will need to provide it in the Billing section.

Regardless of whether you actually charge patients this fee, the credit card surcharge field in Helix must have a value assigned to it even if that value is $0.00.

Procedure

To record the Credit Card Surcharge:
  1. Select User iconuser > Settings iconSettings.
  2. In the Settings window, select Centre > Centre Settings.
  3. In the Centre Settings, locate and edit your centre.
  4. In the Centre Management window, select Billing tab.
  5. In the Credit Card Surcharge field, enter the name of the fee that you created in fee schedule section.
    CCS field
  6. Click Save.
  7. Close Centre Settings.