Prepare for the PCI Scope Wizard

Prepare for the PCI Scope Wizard in 10 Minutes

This guide helps you gather the information needed to complete the PCI Scope Wizard and identify your likely PCI reporting path.

Many organizations begin the PCI Scope Wizard and quickly realize they need information about how payments flow through their business.

Questions that most often arise include:

  • How many payment channels do we operate?
  • Do employees ever handle cardholder data?
  • What systems are involved in payment processing?
  • Which service providers or gateways are connected to our payment workflows?
  • The PCI Scope Wizard Preparation Guide helps you gather this information before starting the Wizard, so the process is faster and more accurate.
  • The guide typically takes about 10 minutes to review, and most organizations are then able to complete the wizard in about 15 minutes.

What the Guide Will Help You Identify

Inside the guide, you will learn how to gather the information needed to complete the PCI Scope Wizard, including:

  • The payment channels your organization currently uses
  • Whether employees interact with cardholder data during payment collection
  • The systems involved in payment processing
  • Payment gateways and service providers connected to your payment flows
  • Information that helps determine your likely PCI reporting path
  • Having this information ready allows the Wizard to generate a more useful result.

Download the Preparation Guide

The preparation guide is available as a free PDF and does not require registration.

Download the guide, review the questions, and gather the information needed before starting the PCI Scope Wizard.

Download Getting Ready Guide

Next Step: Run the PCI Scope Wizard

Once you have reviewed the guide and gathered the required information, you can proceed to the PCI Scope Wizard, which takes approximately 15 minutes to complete.

After completing the Wizard, you will receive insights into:

  • Your likely PCI reporting path
  • The Self-Assessment Questionnaire (SAQ) that may apply to your business
  • How your payment channels may impact PCI scope

This process helps organizations better understand how PCI compliance applies to their payment environment.

Ready to Continue?

Start the PCI Scope Wizard and identify your likely PCI reporting path.

Start The PCI Scope Wizard


Who This Is For?

The preparation guide and PCI Scope Wizard are designed for organizations that accept payments through one or more of the following channels:

  • Online payment portals
  • In-person payments
  • Phone payments
  • Integrated payment systems within business software

Understanding how these payment channels operate is the first step toward determining your PCI reporting obligations.

Start The PCI Scope Wizard

We’re Here to Help.

Call 1 800 831 6660 or

What our clients are saying about us

“The customer service on this team is remarkable – just excellent – always so supportive, responsive, patient, and solution driven.”

Ruquaiyeh Siddiqi, Business Process Consultant - Financial Accounting Services, Trillium Health Partners

“Never any issues with you guys! Things just work.”

Gerry Henstra, CEO, Henstra Business Solutions

“Customer service is a really big deal to us, and I am glad to do business with a company that obviously takes it as seriously as we do.”

Jeff Boatman, Global Client Solutions
“We’re happy with the IVR Payment system and it has been working well for us. Recently we also setup your newest SMS (text) receipts and found it to work great.”
IT Manager

“I want to command you and your team at Datatel on the job just completed for Tele-Response Center. The attention to detail and professionalism with which you approached the project was exemplary and greatly appreciated especially considering the several applications that needed to be implemented on short notice. Thanks again for your assistance getting this project off the ground so smoothly.”

Joe Grossman, Sr. Vice President, 121 Direct Response

“My team and I would like to commend Datatel on creating an IVR application that adds great value to our new Travel product. Your knowledge, input and expertise in IVR scripting, call flow management and overall IVR logistics made the development and implementation stages extremely easy to manage. Thank you for a well executed campaign that was launched on time and on budget.”

Ryan McCullough, Marketing Manager, Aegon Direct

“Great team to work with. I look forward to utilizing some additional capabilities in the future.”

Bob Griffin, VP of Operations, MedA/Rx

“We are very grateful for many years of mutually beneficial business relationship with Datatel and for impeccable customer service we have received during these years.”

Director of Student Accounts

“We, Standard Life, very much appreciated Datatel’s expertise, knowledge and support as we worked through the development and implementation stages. Our Clients appreciate the simplicity of the capability, while gathering very valuable feedback. Thanks for making this a very positive experience.”

Anne Pennell, VP, Customer Services Operations, Standard Life

“This was one of the best implementations I have been a part of. The communication was excellent and everything was responded to and dealt with swiftly. A real pleasure. We are looking forward to the impact this will have on our patient payments! Thank you!”

Kim Pace, Director Patient Accounts and Revenue, Chatham-Kent Health Alliance