Configure the Curve Integration

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

Before You Begin

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When setting up Curve for the first time, review the applicable Curve 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 Curve 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	Curve
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 Curve 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.

Open Settings.

Select Practice Settings or Billing Settings.

Locate Payment Types.

Click Add Payment Type or New.

Enter PayStack as the payment type name.

Save the payment type.

The PayStack payment type will now be available when posting patient payments.