1. How does Curogram Payments help you?
Curogram payments helps you increase Collections and reduce outstanding balances by making it easy for patients to pay right from their phone.
2. Let's get started
To initiate payment collection through Curogram payments, you must complete the form and undergo the onboarding process. This process is one time only. If you don't see this option, please contact our customer support team. Now, here's the step-by-step guide.
3. Navigate to the Settings tab.
On your Curogram app dashboard, navigate to the "Settings" tab.
4. Go to Electronic Payments
Next, look for "Electronic Payments" under Practice settings.
5. Hit "Apply" Now.
Next, hit on "Apply now".
6. Start by filling up the pop-up.
A pop-up will appear. Please enter your business name and email address of the contact person. On the Merchant ID, you should input "8011" as the merchant code which corresponds to Doctors or Physicians.
7. Hit "Finish Application".
Once you hit submit a new pop-up will appear, where it prompts a successful submission to continue. Click on "Finish application" button.
8. Redirect to XplorPay Onboarding Website
You'll be redirected to the onboarding website. From their enter, your 4-Digit desired pin. Please remember this pin as it will be your PIN for retrieving your application.
9. Enter Business Details
Next, fill out the "Business owner type", "Business name (DBA)" and "Legal business name".
10. More Business-Legal Details
Complete the remaining information, including your "Practice's address", "Contact number Email, Federal tax ID and so on.
11. Additional Business Details
Under Legal Information, you'll see for checkboxes. Simply select "Business currently accepts or has accepted payment cards". You'll need to choose your current payment provider on this. Furthermore, simply check "Business is currently open".
12. Card Sales Info
Under the card sales info, you need to declare "0%" under "Card Present" data fields. Next declare "100%" under "Card not Present" on the other data fields such as the average single sale amount. The high single sale amount and the total annual sales amount, you have the freedom to declare any value. You'd like,
13. Additional Business Details - Merchant
Next, under additional business details, choose "Brick and Mortar" as the main Merchant location. Under the "Web address field", please put your practices website URL. On the remaining data fields, provide description of the products and services you offer as well as your return and refund policy, if there's any. Do note that there's a limit of characters under products and services of 250 characters and 512 characters in return and refund policy, respectively.
14. Date Incorporation and other options.
Right after the return and refund policy, select and mark checkbox if you believe any statement is applicable to your practice. However, we recommend leaving these unchecked. Moreover, declare the month and year of your practice incorporation or establishment. Once everything is set, hit "Save and continue".
15. Banking Details Category
Under the banking details section, you must provide all the necessary information. This is the primary account where all the proceeds of your transactions will be deposited. Once done, click "Save account" to continue.
16. Confirmation of Banking Details
After saving the account, you will be redirected here as part of the confirmation of your banking details. If you think all information is correct, simply click "Continue".
17. Selection of Virtual POS
Next, you’ll find the option under the equipment tab. Simply select and check the “Curogram JavaScript SDK” options. Once done, hit “Next”.
18. Equipment Configuration
An equipment configuration choose "1" as quantity. Next, make sure Auto batches marked as "Yes". This ensures all your daily transactions automatically close, and get processed for deposit. Then, set your auto batch time depending on your location. For Pacific time, set it to 7:45 p.m. For Mountain Time, set it to 8:45 p.m. For Central time, set it to 9:45 p.m. and finally, for Eastern, set it to 10:45 p.m.
19. Batch Report and Time Zone Setting
Subsequently, set your time zone. To receive the batch report simply select "Yes" and enter the email address you want to send the report to.
20. Additional Equipment Details
Next, select or Mark "No" all the remaining options such as accepting tips signing up for the Empower program and so on.
21. Mark "No" to everything.
22. Finishing Equipment Setup
Once everything is set, select "Save equipment"to proceed.
23. Equipment Confirmation
Next, you'll be directed to the confirmation of your virtual equipment. Simply click "Continue" to proceed.
24. Contacts Category
The next one will be the contact category. Please provide the contact person of your practice. Also, Mark the checkbox for both "Signer" and "Owner", otherwise it will error out if you choose only one.
Please note that the contact person you've declared here is responsible for signing confidential onboarding documents that will be sent to the email address you've provided.
25. Provide more contact information
Please provide all the information requested in these fields And hit "Save contact" once you are done..
26. Contact Added Confirmation
Next is a prompt confirmation of your added contact person. Mark the checkbox below confirming that "All owners with 25% or more have been added".
If you'd like to add more contact person/s just hit "Add Contact". Otherwise, Hit "Continue" for the next steps.
27. Review and confirm all information
Then, review all the information.
Once done, click "Continue to Sign".
28. Signing Confirmation
Next, you'll be redirected to this signing packet confirmation. Mark the checkbox in the consent button and hit, "Let's begin".
29. Email Confirmation sent
You'll receive an email containing the onboarding documents.
To proceed, you need to open an electronically sign it from the email.
30. Approval Timeline
The actual approval typically takes 24 hours depending on risk review, or manual verification.
Monitor your email for confirmation and approval.
31. Setup Curogram Payments as Payment Gateway
Once approved, you can now View and select "Curogram P{ayments" under the payment Gateway section in your practice settings.
Congratulations. You've successfully completed the onboarding process and can now begin using Curogram Payments.
If you have clarifications or questions, contact our customer support team at support@curogram.com. We are always happy to help.