Sphere Payment Processing Module

Sphere Payment Processing Module

Overview

• This module is installed by default in OpenEMR 6.0.0 (with patch 4 or greater) and higher versions.
• Allows payment processing from clinic (via cardreader with input pad) and patient portal.
• Allows void/credit of payments.

Configure Module

• Currently under construction (how to open account with Sphere and get credentials and get cardreader/input pad; this will actually be simple on our end and will basically be a onboarding link to a Sphere web page that will onboard the user)
• Pertinent globals:
  • Connectors->Accept Credit Card transactions from Front Payments
  • Connectors->Select Credit Card Payment Gateway->Gateway for Sphere Payments
  • Connectors->Set Gateway to Production Mode (don't turn this on until testing mode is working)
  • Connectors->Connectors->Sphere Clinicfront (MOTO) Transaction CustID
  • Connectors->Sphere Clinicfront (MOTO) Transaction CustID License Key
  • Connectors->Sphere MOTO TC Link Password
  • Connectors->Sphere Patientfront (Ecomm) Transaction CustID
  • Connectors->Sphere Patientfront (Ecomm) Transaction CustID License Key
  • Connectors->Sphere Ecomm TC Link Password
  • Connectors->Sphere Void/Credit Confirmation PIN
  • Portal->Allow Online Payments

• Some things that also need to ensure for this module to work:
  • Need to be using https
  • The global Connectors->Site Address Override needs to be correct

Make Payment From Clinic Interface

Click Credit Card Pay

Select the input box and then use the card reader/input pad

Click Pay

Click OK

Make Payment From Patient Portal Interface

Click Credit Card Pay

Enter credit card information and then Click Pay

Click OK

Void or Credit Payment

Go to Payment Processing Report

Click Credit Charge (or Void Charge). Void Charge can only be performed on same day as charge whereas Credit Charge should be performed anytime after the day of charge.

Enter PIN code (this PIN code was set in Globals->Connectors->'Sphere Void/Credit Confirmation PIN') and click Proceed

Click OK