Clover · Payment integration
Take payment at the desk and online, on one ledger.
Clover is a payment platform covering both card-present and card-not-present transactions. Clinicmaster uses both: registered Clover terminals for tapping a card at the front desk, and Clover’s hosted checkout for portal and over-the-phone payments — each one reconciled against the invoice it paid.
The Clover integration
Clover is a point-of-sale and payment platform for in-person and online card payments. Clinicmaster supports two Clover configurations: card-present processing through terminals registered to the clinic, and card-not-present processing through Clover’s hosted checkout for portal and phone payments. In both cases the payment is captured against the Clinicmaster invoice, and any stored card lives as a Clover customer profile — not as card data in Clinicmaster.
What the Clover integration does.
Payments are taken where the patient is — at the desk, in the portal, or over the phone — and land on the same account without a second system to reconcile.
Tap and chip at the front desk
Clover terminals registered to your clinic take card-present payments, and the result posts against the patient’s invoice in Clinicmaster rather than being keyed in twice.
Online and over-the-phone payments
Clover’s hosted checkout handles card-not-present payments from the client portal and the desktop, so a patient can settle a balance without coming in.
Cards on file, not card numbers
A saved card is stored as a Clover customer profile. Clinicmaster keeps the reference, not the card data, so recurring payments do not mean holding card numbers.
Refunds against the original charge
Refunds are issued back against the original Clover transaction, so the reversal is tied to what it reverses instead of appearing as an unlinked credit.
Terminals mapped per clinic
Devices are registered by serial number to a specific clinic, which keeps takings attributed to the right location in a multi-site group.
One ledger, one reconciliation
Because the payment is captured against the invoice, day-end reconciliation and financial reporting happen in Clinicmaster rather than by comparing two systems.
From tap to reconciled invoice.
Clover is connected to your clinic.
We license the payment module, configure your Clover credentials server-side, and register each terminal to its clinic by device serial number.
The payment is taken in context.
Staff take a card at the desk, or the patient pays through the portal. Either way the charge is raised from the invoice it settles, for the amount owing.
The result posts to the account.
Clover’s approval or decline is written against the invoice, with the card reference and transaction id retained so refunds and day-end balancing work from one record.
What this integration does not do
Clinicmaster does not store card numbers — saved cards are Clover customer profiles, and card entry happens in Clover’s hosted checkout or on the terminal. Clover covers patient payments; insurer claims and adjudication are a separate flow, covered on Billing & insurance. Terminal models and merchant onboarding are arranged with Clover — confirm your setup with us.
What Clinicmaster keeps for every Clover payment.
A payment is only useful if it can be tied back to what it paid and, if necessary, reversed. Each transaction keeps the references needed for both.
Back to all integrations- Amount and currency
- Card-present or card-not-present
- Card brand and last four
- Clover transaction id
- Approval or decline result
- Invoice or account applied to
- Terminal used (device)
- Stored card profile reference
- Linked refunds
Clover integration questions.
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