Configuring Payment Write Backs for Cornerstone

When a Clinic sets up payments processing through Flow, they also have the opportunity to write back all processed payments to Cornerstone so that they appear in the PIMS processing reports.

There are two main attributes associated to how each processed payment appears in the PIMS processing report that the Clinic needs to configure in order to perform payment write backs:

1. The Staff User associated with all payments processed through Flow, i.e. As a Clinic User, do you want payments processed through Flow to be assigned to an existing employee in your PIMS or do you want to create a new Employee for write back purposes (e.g. 'Otto' or 'Otto Employee')?
2. The Payment Type associated with all payments processed through Flow, i.e. As a Clinic User, do you want to have each card brand individually posted for payments processed through Flow, or do you prefer to have all payments posted under a single, general payment type (e.g. Otto Payment or Credit Card Payment)?

This documentation covers how to set up new Staff User or Payment Type attributes that don't already exist in the Clinic's PIMS and are being created for the purposes of payment write backs from Flow to Cornerstone. 

Note: The minimum supported version of Cornerstone for payment write backs is v8.

Creating new Payment Type in Cornerstone

Go to the Menu bar at the top your Cornerstone screen and follow this path → Controls → Payment Types.

When the 'Payments Types' modal pops up, click the 'New' button to create a new Payment Type.

Enter the details for the new Payment Type and click 'Ok' to Save.

Creating new Staff User in Cornerstone

Go to the Menu bar at the top your Cornerstone screen and follow this path → Lists → Staff.

When the 'Staff List' modal pops up, click the 'New' button to create a new Staff. Lastly enter the details for the new Staff and click 'Ok' to Save.