Setting up multiple merchant service accounts (Bluefin or Propelr)

Overview

Your practice may need separate payment processing accounts for different locations or payment methods. This guide shows you how to configure and manage multiple merchant service accounts through Bluefin or Propelr integrations.

If you are using Bluefin or Propelr, you can set up multiple merchant accounts to be integrated with Cerbo. This may be useful for: 

• Multi-location clinics where finances are managed independently
• Clinics with multiple EINs and/or different business lines operating out of a single facility
• Clinics where providers are independent contractors each with their own processing account

NOTE -  all automated payments (subscriptions, payments plans, and payments made by patients in the portal) will be run through the "primary" merchant account. This setup is not suitable for clinics that need these types of payments to go through different accounts. 

How it works

The configuration will set one merchant account as "primary", while you can have multiple secondary accounts. When you go to add a credit card payment, you will see a drop down option to select which account you would like this payment to process under:

1. Two types of transaction will ALWAYS use the "primary" account: 

• Automated payments (subscriptions, payment plans)
• Patient payments made on the portal (you may want to disable the ability for patients to pay online if this would be problematic for your use-case.

2. By request, we can set the system to default to specific payment accounts based on:

• Location (for multi-location builds)

When you're looking at your End of [Day/Week/Month] report you'll see an option for breaking down credit card payments by account in the Deposits section

Requesting this setup:

Propelr: Please reach out to Propelr to let them know you would like to setup multiple accounts

Bluefin:

• If you haven't already, contact Bluefin and have them set up a processing account
• Then request that Bluefin set up one or more additional accounts and to link these "child accounts" under the primary account
• For each account provide Bluefin a "Group Name" that we can use to reference the account. This group name should be reasonably short but make it very clear which account it is ("Medical Services", "Supplement Store", "Doctor Brown", etc)
• Bluefin will then create each of your accounts and link them together and provide us with:
  • API credentials for the primary account (which will allow us to send transactions for all linked accounts)
  • The "Group Names" that identify each account so we can allow you to select which account will process it at the time of a transaction.

• Once we get the accounts linked up you'll see options whenever you're taking a payment so you can designate which account to use for that payment: