This article is about Dentrix. Click here for the Dentrix Ascend instructions.
The Dentrix integration requires admin access to your practice's server. Your IT person can contact onboarding@synchpay.com if they need help.
Setting up the Server Integration
SynchPay uses NexHealth's synchronizer to integrate with Dentrix .
To get started, contact the SynchPay support team so that they can coordinate with your IT team and provide the required product key.
Request a product key from SynchPay via email.
Log in to the server running the Dentrix database with an administrator account.
Download the NexHealth Synchronizer at this link.
Run the Synchronizer installer.
Be sure to select all of your locations.
Enter the product key you received from SynchPay when requested.
Additional documentation from NexHealth can be found here.
Adding SynchPay to the User Interface
You can add SynchPay as a payment method for use during your daily workflow.
We recommend using the SynchPay web portal for any patients currently at the desk. This integration is best suited for payments due in the future or "payment on file" transactions, as there is a delay to avoid stressing your database.
Open up the Office Manager view to start the process.
Click Maintenance -> Practice Setup -> Definitions
Stay in the Practice Definition window and click the dropdown to select Payment Types.
Click "Add" on the right and then enter SynchPay under Definition Text.
Be sure to match that capitalization exactly.
Contact your onboarding manager to complete a test payment.