Configure the Ortho2 Edge Integration

Configure the Ortho2 Edge settings before users sign in to the PayStack Windows Application.

Before You Begin

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When setting up Ortho2 Edge for the first time, review the applicable Ortho2 Edge 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 Ortho2 Edge 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	Ortho2 Edge
Chart Number	True
Report Format	Select Standard Report for traditional payment processing. 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.

The Ortho2 Edge integrator is included with the PayStack Windows Application. No browser extension is required.