Skip to main content

PatientNow Essentials: DX8000 Setup Guide

DX8000 Setup Guide for PatientNow Essentials

The Ingenico DX8000 is a wireless payment terminal that seamlessly integrates with PatientNow Essentials. It delivers a modern, untethered checkout experience, allowing your practice to safely accept in-person payments anywhere while preserving the workflows your team already knows.

This guide is designed for Practice Administrators, Office Managers, Front Desk Staff, Billing and Payment Staff, and Implementation Specialists and outlines the steps to prepare a new DX8000 terminal, connect it to your practice, and begin processing payments.

Common Use Cases

The DX8000 is fully equipped to handle your comprehensive daily checkout needs. Your staff can smoothly process standard card-present transactions, including regular sales, authorizations, refunds, and applicable voids.

  • New Device Setup: Preparing a brand-new DX8000 terminal for practice use.

  • Terminal Replacement: Upgrading an older payment device while preserving your established checkout workflows. If your practice is replacing older Ingenico payment terminals, the DX8000 offers a seamless upgrade. You receive the benefits of a modern, wireless touchscreen device while continuing to use your existing PatientNow checkout workflow, requiring minimal staff retraining

  • Multi-Terminal Configuration: Setting up multiple payment terminals to support distinct checkout stations across the practice.

Benefits for Your Practice

Provide patients with the flexibility to pay on their terms. The terminal accepts EMV chip cards, contactless tap-to-pay, mobile wallets, magnetic stripe cards, and supported manually entered card payments.

  • Effortless Setup: Connect the terminal to Wi-Fi and complete the guided initialization in minutes.

  • Simple Configuration: Add the terminal to PatientNow without altering your established checkout process.

  • Seamless Experience: Maintain familiar staff workflows while offering patients a clean, modern payment interface.

  • Flexible Checkout: Move freely and accept payments wherever care happens, from the treatment room to the front desk.

Before You Begin

Before starting the setup process, ensure you have the following available:

  • DX8000 payment terminal

  • Provisioning QR code

  • Wi-Fi network credentials

  • PatientNow access with payment administration permissions

Step 1: Complete the Initial Device Setup

[IMAGE — needs manual upload: rtaImage] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000007MJx&feoid=00N3s00000QF9k7&refid=0EMRd00000RTHqj">)

  1. Power on the DX8000 terminal.

  2. Select your preferred language on the welcome screen.

  3. Scan the provisioning QR code provided during your implementation. The screen will automatically advance once the code is recognized. Ensure you use the correct code, as an incorrect scan could lock the device.

  4. Connect the terminal to your practice's Wi-Fi network.

  5. Allow the terminal a few minutes to download and install the required software.

  6. Once the installation is complete, select Exit.

    1. Swipe left on the screen to view your applications and tap the 'W' icon to launch the Worldpay Android on Cloud application.

  7. Record the Activation Code displayed on the terminal screen. You will use this code to configure the device in PatientNow.

Tip: Keep the terminal connected to Wi-Fi throughout the entire setup process.

Step 2: Add the Terminal in PatientNow

[IMAGE — needs manual upload: rtaImage] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000007MJx&feoid=00N3s00000QF9k7&refid=0EMRd00000RVJmo">)

Navigate to Navigate to Company Settings > Credit Card Integration.

  1. Select Add New Lane.

  2. Lane ID: The system automatically assigns the next available Lane ID.

  3. Terminal ID: Enter a unique identifier for the terminal, up to 10 characters. Choose a clear name that staff can easily recognize, such as "LobbyDX" or "Room2POS".

  4. Description: Enter a descriptive name for the device, such as "Front Desk DX8000" or "Treatment Room 2".

  5. Activation Code: Enter the Activation Code currently displayed on the DX8000 terminal screen.

  6. Select Save.


​Step 3: Confirm the Setup

  1. After saving the lane, allow the terminal a few moments to finalize its activation. A triPOS screen will display.

  2. Initiate a test payment from PatientNow to confirm the terminal is communicating properly.

  3. The setup is complete when the payment request successfully appears on the terminal.

Understanding Your Workflow

Once configured, the DX8000 supports your standard practice workflows, allowing your team to:

  • Initiate payment requests directly from PatientNow.

  • Accept standard card-present transactions, including EMV chip, tap-to-pay, and magnetic stripe.

  • Print physical receipts directly from the built-in mobile printer.

  • Process refunds and applicable voids seamlessly.

  • Confirm successful transaction completion directly within the patient record.

Processing Payments

  1. Start the payment in PatientNow.

  2. Select the DX8000 as the payment terminal.

  3. The payment request routes to the terminal. The patient inserts, taps, or swipes their card.

  4. The completed transaction automatically returns to PatientNow.

Tips & Best Practices

  • Use clear, descriptive Terminal IDs so staff can easily identify the correct terminal during checkout.

  • Complete a test payment before using the terminal with patients to ensure seamless operation.

  • Always initiate payments directly from PatientNow.

  • Keep the terminal connected to Wi-Fi and adequately charged during business hours.

Troubleshooting

I do not see an Activation Code. Ensure you have completed the initial device setup and launched the payment application. The Activation Code displays at the end of the activation process.

The terminal is not receiving payment requests. Verify that the terminal is connected to your Wi-Fi network and that the payment lane was successfully created in PatientNow with the correct Activation Code. Ensure the terminal has had a few minutes to finalize activation. If it still does not receive requests, restart the terminal. Contact PatientNow Support if the issue persists.

I need to replace an existing terminal. Create a new lane or update your existing payment configuration based on your organization's setup. Activate the replacement terminal using its unique Activation Code.

Additional Information

The DX8000 securely supports EMV chip cards, contactless tap-to-pay payments, mobile wallets, magnetic stripe cards, and other supported card-present transactions.

DX800 TERMINAL OVERVIEW

[IMAGE — needs manual upload: rtaImage] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000007MJx&feoid=00N3s00000QF9k7&refid=0EMRd00000RSufe">)

Did this answer your question?