PracticeQ Payments - SAQ B-IP Instructions

If you use one of our terminals to swipe cards, your practice needs to complete the SAQ B-IP for PCI compliance.

Click Next under Step 1 Information. 

Step 1

Here is how to answer the questions in Step 1:
  1. Face-to-Face
  2. Stand Alone Terminal
  3. No
  4. Select WiFi or Network cable (ethernet cord) accordingly, then manually enter Dejavoo and QD2.
  5. We cannot answer this for you, but can advise that card data collected via PQ is stored at the payment processor exclusively. The payment system does not allow you to see full card data.
  6. For questions 6 through 9, please double-check your own operations, but in general these should be No.

Step 2

  • Once you have completed Step 1, you will be assigned a Step 2 questionnaire, which should be the SAQ B-IP.
  • If you are confident that you do not hold cardholder data outside of PracticeQ, you can answer Yes to all the questions in Step 2. Any card data you collect via PracticeQ is stored with the payment processor and is within the standards of the industry.

Step 3

Step 4

  • Step 4 should not be required for the SAQ A.

Step 5

  • Submit your attestation for compliance.
    • Once you submit your attestation, your SAQ Status should update to Confirmed!

Ongoing Tasks

  • Each user will be assigned several ongoing tasks. These tasks are future dated to keep compliance and security on your mind throughout the year, until you re-attest to compliance in 12 months. 
  • Simply click and confirm to complete them whenever you choose. 

Questions?

  • The PCI Compliance toolkit includes technical language and standards that most of our users are unfamiliar with. Please do not hesitate to reach out to us at hello@intakeq.com if you have any questions. We will be happy to assist you in gaining compliance successfully! 

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