Configure the Dentrix Integration

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

Before You Begin

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When setting up Dentrix for the first time, review the applicable Dentrix 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: Dentrix Payment Workflow Demo

Configure the Integration

Open the dental office in Manage Dental Offices.

Select Windows Integration.

Enter the following settings:

Field	Setting
PM Mapping	Dentrix
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.
Database	Global

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.

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 end-of-day, deposit, and other financial reports.

Open Office Manager.

Go to Maintenance → Practice Setup → Definitions.

In the Definition Type drop-down, select Payment Types.

In the Definition Text field, enter PayStack.

Click Add.

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