Configure the Eaglesoft Integration

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

Before You Begin

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When setting up Eaglesoft for the first time, review the applicable Eaglesoft 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: Eaglesoft 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	Eaglesoft
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 and deposit reports.

In Eaglesoft, go to Lists → General Setup → Payment Types.

Click New.

Complete the following fields:

Field	Setting
Description	PayStack
Payment Prompt	Optional; select Number when the office wants to record transaction numbers.
Currency Type	Credit Card
Deposit Report	Select Primary Deposit or Secondary Deposit based on the office’s reporting preference. Electronic payments are commonly placed on the Secondary Deposit Report.
Active	Checked

Click OK.

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