Configure the CareStack Integration

Configure the CareStack settings before users sign in to the PayStack Windows Application.

Before You Begin

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When setting up CareStack for the first time, review the applicable CareStack Demo Walkthrough before configuring the integration.

Understanding the completed workflow will help you confirm that the integration is configured correctly and test payment posting with confidence.

Demo Walkthrough: [Insert CareStack Demo Walkthrough link]

Configure the Integration

Open the dental office in Manage Dental Offices.

Select Windows Integration.

Enter the following settings:

Field	Setting
PM Mapping	Carestack
Chart Number	True
Report Format	Select Standard Report when the merchant processes payments traditionally. Select Report with Service Fees when the merchant processes payments using surcharge.

Click Save.

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These settings are automatically downloaded when an authorized user signs in to the PayStack Windows Application. If the user is already signed in, sign out and sign back in to retrieve the updated settings.

Because CareStack is web-based, the workstation must also have the PayStack Web Integrator installed and configured.

Optional: Create a PayStack Payment Type

Creating a custom PayStack payment type is not required, but it helps the office identify and subtotal payments processed through PayStack on financial and payment reports.

In CareStack, open the System Menu.

Select Practice Settings.

Go to Payments & Billing → General.

Open the Payment Types tab.

Select the payment type the office wants to use for PayStack payments.

Click Edit.

Change the payment type name to PayStack.

Review the category, required fields, and availability settings.

Click Save.

The PayStack payment type can now be selected when posting patient payments.