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New Office Readiness Checklist

Use this pre-setup checklist to confirm office, user, gateway, billing, payment, integration, terminal, and AR details are ready before creating a new dental office in PayStack.

New Office Readiness Checklist

Quick answer

Use this checklist before creating a new dental office in PayStack.

⚠️

Do not begin setup until you have the required office, user, gateway, billing, payment, integration, and terminal information.

Office information

Dental office name

Office phone number

Office address

Office logo, if available

Primary office phone number

AR email, if AR will be enabled

User information

Office administrator name and email

Other users who need access names and emails

Permissions for users: Void, Refund, Recurring, etc

ISO users that need assigned to the office

Gateway information

MXMerchant Merchant ID

MXMerchant API username

MXMerchant API password

MXMerchant account is active

Required MXMerchant settings are confirmed

Payment settings

Traditional or Surcharge

Report format confirmed

Card-present payments needed

Card-not-present payments needed

Recurring payments needed

AR Needed

Billing information

Billing email

Monthly billing amount

Number of licenses / workstations

Any office-specific billing settings

Integration information

Practice management system confirmed

PM Credentials Obtained for testing

Integration type confirmed

Chart number requirements confirmed

Payment posting requirements confirmed

Workstations needing PayStack identified

Terminal information

Terminal type confirmed

Terminal quantity confirmed

Terminal provisioning completed or scheduled

Terminal download/testing plan confirmed

AR information, if applicable

AR module needed

Practice Management Account Created for AR

SIKKA Installed

SIKKA authorization request needed

10DLC number Requested

Ready to continue

Once all required items are collected, continue to:

Create a Dental Office Account

Key takeaway

💡

A complete readiness check prevents setup delays, installation issues, and training problems later.

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