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How to set up a preferred terminal? - AU πŸ‡¦πŸ‡Ί
How to set up a preferred terminal? - AU πŸ‡¦πŸ‡Ί

Practices in Australia that have multiple payment terminals can choose a preferred terminal for each user. Australia-specific article πŸ‡¦πŸ‡Ί

Anke Michalik avatar
Written by Anke Michalik
Updated over a week ago

How to set my preferred payment terminal

  • The first time you use the terminal, you will be asked to 'Please select a terminal'.

  • Change this drop-down to the terminal you wish to use going forward.

  • Set this as your preferred terminal by changing the drop-down selection box for 'Do you want to save this as you preferred terminal?' to 'Yes'.

  • 'Submit' and carry on with your payment as normal.

The preferred payment terminal will apply to any estimate, claim, or payment you process via Dentally using your login details.

πŸ“ Please note: The payment terminal preference is unique to each user's account, e.g. Sandra can select terminal A, while Josh can select terminal B.

How to change my preferred payment terminal

  • At the end of a transaction, select the 'RESET MY PREFERRED TERMINAL' button at the bottom of the screen (you may need to scroll down to see this).

  • Selecting this will remove your terminal preference, so you can choose a different terminal for your next claim, estimate, or payment.

What is a preferred payment terminal?

If you have multiple payment terminals in your practice, each user can now select a terminal once and save it against their login so that they don't have to select it each time.

This applies to:

  • Health-fund estimates

  • Health-fund claims

  • Electronic payments processed through Dentally

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