When switching payment processors medical practice teams should inventory every active payment plan and stored credential, determine whether credentials can be securely migrated, review applicable BAA and PHI obligations, test the new PM/EHR integration, establish one recurring-billing cutover point, and reconcile the first billing cycle before declaring the migration complete....
One Merchant Account or Many? Structuring MIDs for Multi-Location and Multi-Provider Medical Groups
There is no universal rule requiring one merchant ID for every physician, NPI, or medical-practice location. The right merchant account structure medical group leaders choose depends on legal entities, ownership, settlement accounts, payment locations, reconciliation requirements, patient-facing descriptors, PM/EHR architecture, acquired practices, refund controls, and the processor or acquirer’s underwriting...