Crown Connect Version 1.3.4

Release notes for version 1.3.4

Terminal Payments – Crown now accepts Cash and Check

When processing payments to the terminal, you can select Cash or Check in the drop-down and Crown will record these transactions and push it to the patient ledger of your practice management system.

To enable check transactions, please do the following:

  1. Sign into Poynt HQ
  2. Click on “Settings” in the sidebar menu.
  3. On the right-hand side of the screen, under “Payments,” you’ll see the toggle to “Enable Pay by Check.”

Please note: Poynt does not process check transactions, and the merchant is responsible for verifying and cashing the check.

How to process cash or checks in Crown:

  1. Send a payment request to the terminal from Crown.
  2. Click on the drop-down menu located in the top left corner of the payment screen on the terminal (currently defaulted to Credit), and select Cash or Check.
  3. Complete the transaction on the Poynt terminal, and Crown will record the transaction and push the payment details to the patient ledger in your practice management.

Note: Cash and Check transactions require that you have a Payment Type definition chosen. To confirm Cash and Check transactions are attached to a payment type definition in your practice management, please do the following:

  1. Visit Crown
  2. Click on the name in the top right corner
  3. Select Settings
  4. Choose either Open Dental or Dentrix
  5. Select your desired definitions under Payment Type. If you haven’t changed payment type definitions in your practice management, Crown will automatically select a default definition, and no action is required.

Payment Allocations – Apply a Fixed Amount (LIFO/FIFO)

You can now apply a fixed amount to treatments/procedures. Below are the options for fixed amounts:

  • Latest (LIFO) – Apply fixed amount to last in, first out treatments/procedures.
  • Oldest (FIFO) – Apply a fixed amount to first in, first out treatments/procedures.
  •  Select – Choose which treatments/procedures you want the fixed amount applied.

Refunds – 180-Day Refund Limit

Poynt has implemented a new policy where refunds are unavailable for transactions older than 180 days. Crown will show an alert if a transaction is no longer refundable.

In an upcoming release, we will enable you to do a non-ref refund for transactions older than 180 days. Non-ref refunds require the patient’s full credit card details. Until this feature is released, you can execute a non-ref refund directly on the terminal:

How to process a non-ref refund.

Payment Page – Additional Security

We’ve built-in additional security checkpoints to thwart bad actors (bots) attempting to test stolen credit cards on your payment page. If the same IP address attempts more than five payments on the payment form, they cannot submit any additional payments for 4 hours.

Talk to us!

We’re always listening to enhancements requests to make Crown more powerful. Keep them coming, and you may see your request in a future release. If you need any assistance, please contact us.

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