Overview

NikoHealth allows organizations to securely process patient credit card payments by connecting supported payment providers and pairing payment terminals directly within the platform.

Before staff can begin collecting credit card payments, your organization must first complete the payment setup process. This includes:

Connecting a supported payment provider
Pairing one or more credit card terminals
Configuring terminal naming and location details
Verifying payment workflows are functioning properly

Before You Begin

Before configuring credit card processing in NikoHealth, make sure:

Your payment provider account has already been created
Your terminal has been powered on and connected to the network
You have your merchant account credentials available
You have administrator permissions inside NikoHealth

Always follow the setup instructions provided by your payment services provider before attempting to pair a terminal within NikoHealth.

Supported Payment Providers

NikoHealth supports integrations with:

CloverConnect (previously CardConnect)

Your organization’s payment provider must be connected before payment terminals can be paired or transactions can be processed.

Connecting a Payment Provider

To connect your payment provider:

Navigate to:
Management → Billing → Billing Providers
Open the appropriate Billing Provider record.
At the bottom of the Billing Provider details, select:
Connect CloverConnect Account
Enter the required account credentials provided by CloverConnect.
Verify the information and click Save.

Once saved successfully, your payment provider connection is complete and terminals can begin being paired to NikoHealth.

Pairing a Credit Card Terminal

After your payment provider has been connected, you can pair one or multiple payment terminals within NikoHealth.

To pair a terminal:

Navigate to:
Management → Billing → Terminals
Click the blue + button in the upper-right corner.
Complete the terminal setup fields.

Terminal Setup Fields

During setup, you may be prompted for the following information:

Payment Provider	Select the appropriate connected payment provider.
Merchant Account Number	Enter the merchant account number associated with your payment processing account.
Pairing Code	Some terminals will display a pairing code directly on the device. Enter this code when prompted.
Serial Number	Some terminal models may require the device serial number instead of a pairing code.
Terminal Name	Assign a clear and recognizable name for the terminal. Examples: Front Desk Terminal Intake Office Terminal Retail Checkout Terminal
Location Name	Enter the physical location where the terminal is being used. Examples: Main Office Warehouse Retail Counter Branch Location

Completing Terminal Pairing

After entering all required information:

Review the setup details
Click OK

Once saved successfully, the terminal is paired and ready to process payments within NikoHealth.

Managing Multiple Terminals

Organizations with multiple offices or workstations may pair several terminals within the same environment. Using consistent naming conventions helps staff:

Select the correct terminal
Avoid processing errors
Identify device locations quickly
Improve operational organization

Recommended naming conventions include:

Department + Device Type
Office + Terminal Number
Location + Function

Example:

Front Desk 1
Intake Office Terminal
Retail Counter Terminal

Security and Access Considerations

Payment terminals should only be accessible to appropriate staff members.

Organizations should periodically review:

User permissions
Terminal access policies
Shared workstation usage
Payment processing responsibilities

Limiting unnecessary access helps improve payment security and operational control.

Troubleshooting Terminal Setup

If a terminal does not pair successfully, review the following:

Verify Network Connectivity	Confirm the terminal is powered on and connected to the correct network.
Confirm Merchant Account Information	Double-check merchant account numbers and provider credentials.
Review Pairing Code or Serial Number	Ensure the information entered matches what is displayed on the device.
Verify Payment Provider Connection	Make sure the payment provider connection was completed successfully before pairing the terminal.
Restart the Terminal	Some connection issues can be resolved by restarting the device and retrying the pairing process.