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Credit Card Processing

InSched integrates with credit card processing services, allowing you to accept card payments directly from within the application.

Card Swipe Processing​

For in-office payments, InSched supports magnetic stripe card readers.

Swipe Workflow​

  1. Open the credit card processing dialog
  2. Swipe the patient's card through the card reader
  3. The system extracts and displays:
    • Cardholder Name
    • Last 4 Digits of the card
    • Expiration Date
  4. Enter or confirm the Amount to charge
  5. Click Process to authorize the transaction
  6. The status bar shows processing feedback

Manual Entry​

If the card swipe fails or the card cannot be swiped (e.g., phone orders), click Manual Entry to type the card information:

  • Credit Card Number
  • Expiration Date (MM/YY)
  • Security Code (CVV)
  • Cardholder Name
  • Billing Address
  • Zip Code

Online Processing​

InSched also supports processing credit card payments through internet payment gateways for situations where the card is not physically present.

Clover Integration​

InSched integrates with the Clover payment processing platform. This provides:

  • Point-of-sale credit card transactions
  • Online payment processing
  • Integration with Clover hardware terminals

After Processing​

When a credit card payment is successfully processed:

  1. A deposit is automatically created with the credit card details (last 4 digits, authorization code, transaction ID)
  2. The deposit can then be applied to outstanding charges through the normal payment application workflow
  3. All credit card transaction details are recorded for reconciliation

Refunds and Voids​

Credit card transactions can be refunded or voided through the deposit management interface. The Refunded Amount and Voided Amount fields on the deposit record track these adjustments.