Payment Connect. 70 Royal Little Drive. Providence, RI Copyright Optum. All rights reserved. Updated: 3/7/13

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Payment Connect. 70 Royal Little Drive. Providence, RI 02904. Copyright 2002-2013 Optum. All rights reserved. Updated: 3/7/13"

Transcription

1 70 Royal Little Drive Providence, RI Copyright Optum. All rights reserved. Updated: 3/7/13

2

3 Table of Contents 1 Payment Connect Payment Connect Payment Connect Setup Overview Entering a Merchant ID Processing Voids and Refunds Device Driver Installation Testing Payment Connect Troubleshooting Payment Connect Troubleshooting Setup Troubleshooting Card Swiping Payment Connect Support...4 iii

4

5 1 Payment Connect 1.1 Payment Connect Optum PM & Physician EMR has partnered with InstaMed to integrate online payment processing in Optum PM and Physician EMR. Optum PM and Physician EMR Payment Connect allows practices to process credit card transactions within Optum PM and Physician EMR and receive patient payments online via the Patient Portal. Payment Connect eliminates the current double entry workflow of collecting and processing a payment with an outside vendor and then recording the payment in Optum PM and Physician EMR. You can securely process credit card transactions from any Optum PM and Physician EMR application where payments are currently entered. For payments made using the Patient Portal, the system will automatically create and post a batch named Patient Portal Payment Connect Setup Overview You must register for an account with InstaMed in order to enable payment processing in Optum PM and Physician EMR. 1. Contact InstaMed Sales to register for an account and receive your Merchant ID number: Phone: , option 2 2. Enter your Merchant ID number in the Payment Connect application in the Administration module to activate payment processing. 3. If you are using an approved credit card scanner in the office, you must install the card scanner hardware and then download the scanner software from: See Device Driver Installation. 4. After installing the credit card scanner hardware and software, open the Optum PM and Physician EMR Batch application and select Yes in the Credit Card Scanner field. 5. (Optional) If you want to allow patients to pay balances online from your Patient Portal website, enable the Allow Patient Payments feature in the Patient Portal application in the Administration module Entering a Merchant ID To enter a merchant ID: 1. Click the Administration module and then click the Setup tab. 2. Click the Payment Connect link. Optum PM and Physician EMR launches the Payment Connect application. 3. If you signed up for front office billing with InstaMed, enter your Front Office Merchant ID number in the Front Office Merchant ID box. 4. If you signed up for back office billing with InstaMed, enter your back Office Merchant ID number in the Back Office Merchant ID box. 5. In the Account Name box, enter the account name you received from InstaMed. 1

6 6. In the Password box, enter the password you received from InstaMed. 7. Click Save. The application validates the merchant ID number(s). If the validation is successful, The application will display a confirmation dialog box. If the validation is not successful Optum PM and Physician EMR will display an error message. 8. After successful validation you can begin processing credit card payments in Optum PM and Physician EMR immediately Processing Voids and Refunds Credit card voids and refunds must be processed on the InstaMed website. To process a credit card void or refund: 1. Launch the InstaMed website: 2. Log in to the InstaMed website using your InstaMed User Id and Password. 3. Process the void or transaction on the InstaMed site. 4. In Optum PM and Physician EMR, manually process the credit Device Driver Installation You must install the card scanner hardware and then download the scanner software. To install the scanner software: 1. In an internet browser, navigate to: 2. Click the Download link for your scanner model. Windows displays a File Download dialog box. 3. Click Save and select a location on your computer to save the file. Windows displays a Download Complete dialog box. 4. Click Open. WinZip displays the contents of the.zip file. 5. Click Extract and save the files on your computer. 6. Open the folder where you saved the files and double-click Setup.exe. 7. Click Run when prompted and complete the installation program as instructed Testing Payment Connect Test that Payment Connect is properly sending transactions to InstaMed by manually entering the following payments: Optum PM & Physician EMR Test Payment Amount: $20.00 Cardholder Name: Sally Sample Billing Zip Code: Visa Card #: Expiration Date: 1/1/2021 Patient Portal Test Payment Amount: $10.05 Cardholder Name: Sally Sample Billing Zip Code: Visa Card #: Expiration Date: 1/1/2021 2

7 CVN: 123 This should trigger an Approved transaction CVN: 123 This should trigger a Declined transaction 1.2 Troubleshooting Payment Connect Troubleshooting Setup If Payment Connect is not properly set up, you may receive an Active X error message (shown below) when you try to process a credit card payment. You will be prompted to install the Active X control from a link in the Process Credit Card window. Do NOT use this link. Instead, download the Active X control from InstaMed using this link: Troubleshooting Card Swiping If the operator swipes a credit card and nothing happens, try these troubleshooting steps: Re-install the drivers 3

8 Add to your browser's Trusted Sites Adjust the Internet Explorer Security Level Adding Trusted Sites Add to your internet browser's trusted site list to prevent some functionality from being blocked. To add a trusted site: 1. Open Internet Explorer browser window. 2. On the menu bar, click Tools and then select Internet Options from the menu. Internet Explorer displays the Internet Options dialog box. 3. Click the Security tab and then click Trusted Sites. 4. Click Sites. Internet Explorer displays the Trusted Sites dialog box. 5. In the Add this website to the zone box, type: 6. Click Add. Internet Explorer adds the address to trusted sites 7. Deselect the Require server verification ( for all sites in this zone checkbox. 8. Click Close to close the Trusted Sites box. 9. Click OK on the Internet Options box to save your changes Adjust Internet Security Level To change the browser security level: 1. Open Internet Explorer browser window. 2. On the menu bar, click Tools and then select Internet Options from the menu. Internet Explorer displays the Internet Options dialog box. 3. Click the Security tab. 4. Click Custom Level. The browser displays the Security Settings dialog box. 5. From the Reset To list, select Low. 6. Click OK to close the Security Settings box. 7. Click OK on the Internet Options box to save your changes Payment Connect Support Both the Optum PM and Physician EMR and InstaMed Support teams are available to assist users with questions or troubleshooting Payment Connect. Please refer to the lists below to determine which support center you should contact. Contact Optum PM and Physician EMR Support if: You encounter an error when processing a credit card Contact InstaMed Support if: A deposit does not appear in the bank You need help processing a credit card 4

9 payment in Optum PM and Physician EMR You need assistance setting up your merchant account in Optum PM and Physician EMR Contacting Optum PM and Physician EMR Send a ToDo to Optum PM and Physician EMR Support or call (800) , option 8 void or refund If you are locked out or have difficulty logging in to your InstaMed account You need setup assistance or experience a malfunction with your card reader hardware or software You have questions pertaining to your merchant account contract, implementation, or InstaMed sales Contacting InstaMed Phone: (866)-INSTAMED Hours: 7am-9pm EST 5

Batch Scanning. 70 Royal Little Drive. Providence, RI 02904. Copyright 2002-2011 Ingenix. All rights reserved.

Batch Scanning. 70 Royal Little Drive. Providence, RI 02904. Copyright 2002-2011 Ingenix. All rights reserved. 70 Royal Little Drive Providence, RI 02904 Copyright 2002-2011 Ingenix. All rights reserved. Updated: December 13, 2011 Table of Contents 1 Batch Scanning... 1 1.1 Installing the CareTracker Client...

More information

Optum Patient Portal. 70 Royal Little Drive. Providence, RI 02904. Copyright 2002-2013 Optum. All rights reserved. Updated: 3/7/13

Optum Patient Portal. 70 Royal Little Drive. Providence, RI 02904. Copyright 2002-2013 Optum. All rights reserved. Updated: 3/7/13 Optum Patient Portal 70 Royal Little Drive Providence, RI 02904 Copyright 2002-2013 Optum. All rights reserved. Updated: 3/7/13 Table of Contents 1 Patient Portal Activation...1 1.1 Pre-register a Patient...1

More information

Transactions Module. 70 Royal Little Drive. Providence, RI 02904. Copyright 2002-2014 Optum. All rights reserved. Updated: 3/1/14

Transactions Module. 70 Royal Little Drive. Providence, RI 02904. Copyright 2002-2014 Optum. All rights reserved. Updated: 3/1/14 70 Royal Little Drive Providence, RI 02904 Copyright 2002-2014 Optum. All rights reserved. Updated: 3/1/14 Table of Contents 1 Transactions Module...1 2 Charge Overview...3 2.1.1 Explosion Codes...3 2.1.2

More information

Paytelligence Quick Start Guide

Paytelligence Quick Start Guide Paytelligence - Quick Start Guide 1. Installation Double-click setup.exe to start the Paytelligence installation. Click Next > Read through the END USER LICENSE AGREEMENT. Use the down arrow to scroll

More information

Maximizing Performance on Cognos, Workflow, and BDMS

Maximizing Performance on Cognos, Workflow, and BDMS Maximizing Performance on Cognos, Workflow, and BDMS System Configuration In order Cognos, Banner Document Management (ApplicationXtender), and Banner Workflow to work optimally, some initial configuration

More information

CyberSource EBC for MIT Clubs Transcript

CyberSource EBC for MIT Clubs Transcript CyberSource EBC for MIT Clubs Transcript... 1 1. INTRODUCTION... 2 2. OVERVIEW... 4 3. NAVIGATING CYBERSOURCE EBC... 7 4. SEARCH FOR AND VIEW TRANSACTIONS... 10 5. VOID TRANSACTIONS... 17 6. MANAGE SOFT

More information

Merchant Warehouse Credit Card Integration Gym Assistant 2.0 www.gymassistant.com August 2009

Merchant Warehouse Credit Card Integration Gym Assistant 2.0 www.gymassistant.com August 2009 Merchant Warehouse Credit Card Integration Gym Assistant 2.0 www.gymassistant.com August 2009 System Requirements This implementation requires Gym Assistant v2.0.1 build 230 or higher. To download the

More information

Appointment List. 70 Royal Little Drive. Providence, RI 02904. Copyright 2002-2013 Optum. All rights reserved. Updated: 3/13

Appointment List. 70 Royal Little Drive. Providence, RI 02904. Copyright 2002-2013 Optum. All rights reserved. Updated: 3/13 Appointment List 70 Royal Little Drive Providence, RI 02904 Copyright 2002-2013 Optum. All rights reserved. Updated: 3/13 Table of Contents 1 Appointment List Overview...1 1.1 Appointment List Actions...1

More information

Quick Reference Guide PAYMENT GATEWAY (Virtual Terminal)

Quick Reference Guide PAYMENT GATEWAY (Virtual Terminal) PAYMENT GATEWAY (Virtual Terminal) Document Version 131227 Copyright 2013 epaymentamerica, Inc. All Rights Reserved Logging in to the Virtual Terminal 1. Open your internet browser; We strongly recommend

More information

How to install and use the File Sharing Outlook Plugin

How to install and use the File Sharing Outlook Plugin How to install and use the File Sharing Outlook Plugin Thank you for purchasing Green House Data File Sharing. This guide will show you how to install and configure the Outlook Plugin on your desktop.

More information

Affiliated Provider Billing/Coding

Affiliated Provider Billing/Coding Affiliated Provider Billing/Coding ED BILLING USING FIRSTNET Table of Contents Affiliated Provider ED Billing...2 icentra FirstNet...2 Accessing FirstNet...2 To access FirstNet:...2 Checking In as a Provider...2

More information

Using Internet or Windows Explorer to Upload Your Site

Using Internet or Windows Explorer to Upload Your Site Using Internet or Windows Explorer to Upload Your Site This article briefly describes what an FTP client is and how to use Internet Explorer or Windows Explorer to upload your Web site to your hosting

More information

CHAPTER 7 CREDIT DEBIT & GIFT CARD MODULES

CHAPTER 7 CREDIT DEBIT & GIFT CARD MODULES Chapter 7 Credit Debit & Gift Card Modules CHAPTER 7 CREDIT DEBIT & GIFT CARD MODULES Overview Credit & Gift Cards can be processed directly through Campground Manager Astra. Debit processing is currently

More information

Guide to Credit Card Processing

Guide to Credit Card Processing CBS ACCOUNTS RECEIVABLE Guide to Credit Card Processing version 2007.x.x TL 25746 (07/27/12) Copyright Information Text copyright 1998-2012 by Thomson Reuters. All rights reserved. Video display images

More information

PROCUREMENT CARD US BANK ACCESS ONLINE SYSTEM USER GUIDE

PROCUREMENT CARD US BANK ACCESS ONLINE SYSTEM USER GUIDE PROCUREMENT CARD US BANK ACCESS ONLINE SYSTEM USER GUIDE Contracts and Procurement Procurement Card Program September 2011 Contents Web Browser Security Settings... 3 Internet Explorer Security Settings...

More information

Encounter Forms. 70 Royal Little Drive. Providence, RI 02904. Copyright 2002-2013 Optum. All rights reserved. Updated: 3/8/13

Encounter Forms. 70 Royal Little Drive. Providence, RI 02904. Copyright 2002-2013 Optum. All rights reserved. Updated: 3/8/13 Encounter Forms 70 Royal Little Drive Providence, RI 02904 Copyright 2002-2013 Optum. All rights reserved. Updated: 3/8/13 Table of Contents 1 Encounter Form Setup...1 1.1 Overview...1 1.2 Building an

More information

Provider Express Obtaining Login Access. Information for Network Providers

Provider Express Obtaining Login Access. Information for Network Providers Provider Express Obtaining Login Access Information for Network Providers November 2013 Objectives This presentation will review the following features: How to Log in to Provider Express Retrieve a forgotten

More information

Contents. 2 Welcome. 20 Settings. 3 Activation Steps. 4 Introduction. 4 Purpose. 20 Offline Mode Change Password. 5 Key Features

Contents. 2 Welcome. 20 Settings. 3 Activation Steps. 4 Introduction. 4 Purpose. 20 Offline Mode Change Password. 5 Key Features User s Guide Contents 2 Welcome 3 Activation Steps 4 Introduction 4 Purpose 5 Key Features 6 Activation 8 Using the System 8 Login 9 Credit Sale 10 For Swipe Capable Devices 10 For Manual Entry 12 Cash

More information

Wind River Financial iprocess Setup Guide for Android Devices

Wind River Financial iprocess Setup Guide for Android Devices Wind River Financial iprocess Setup Guide for Android Devices Contents: iprocess account setup 2 Installing iprocess on your Android device 3 Configuring the iprocess app 8 Attaching the iprocess card

More information

Messages Center. 70 Royal Little Drive. Providence, RI Copyright Optum. All rights reserved. Updated: 3/6/13

Messages Center. 70 Royal Little Drive. Providence, RI Copyright Optum. All rights reserved. Updated: 3/6/13 Messages Center 70 Royal Little Drive Providence, RI 02904 Copyright 2002-2013 Optum. All rights reserved. Updated: 3/6/13 Table of Contents 1 Messages Center...1 1.1 Message Center Overview...1 1.2 Accessing

More information

Wind River Financial iprocess Setup Guide for IOS Devices

Wind River Financial iprocess Setup Guide for IOS Devices Wind River Financial iprocess Setup Guide for IOS Devices (Requires ios 4.3 or later. Compatible with iphone, ipad, and ipod touch. This app is optimized for iphone 5.) Table of Contents (Clickable Links):

More information

Resource Online User Guide JUNE 2013

Resource Online User Guide JUNE 2013 Resource Online User Guide JUNE 2013 CHASE PAYMENTECH SOLUTIONS MAKES NO WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, WITH REGARD TO THIS MATERIAL, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES

More information

Connecting to HomeRun over the Web

Connecting to HomeRun over the Web (o HomeRun Integrated Clinical and Financial Homecare Software Connecting to HomeRun over the Web White Oak Systems, LLC 8 Research Parkway Wallingford, CT 06492 Phone: 866-679-7702 info@whiteoaksys.com

More information

As your financial institution completes its system conversion, you

As your financial institution completes its system conversion, you QuickBooks Business Accounting Software 2007 2009 for Windows Account Conversion Instructions Converting from Direct Connect to Web Connect As your financial institution completes its system conversion,

More information

PERSONAL DEVELOPMENT SERIES

PERSONAL DEVELOPMENT SERIES PERSONAL DEVELOPMENT SERIES GUIDE TO USING THE LEARNING MANAGEMENT SYSTEM Welcome Thank you for choosing the Judgment Index Personal Development Series of courses as a resource for your personal and professional

More information

IIS, FTP Server and Windows

IIS, FTP Server and Windows IIS, FTP Server and Windows The Objective: To setup, configure and test FTP server. Requirement: Any version of the Windows 2000 Server. FTP Windows s component. Internet Information Services, IIS. Steps:

More information

Guide to Using Citrix at SLU (Windows)

Guide to Using Citrix at SLU (Windows) 1 Guide to Using Citrix at SLU (Windows) Section 1: Installing Citrix Client on Your Computer Page 2 Section 2: Citrix Homepage Page 9 Section 3: Troubleshooting Page 11 Section 4: Opening and Saving Files

More information

Affiliated Provider ED Billing/Coding

Affiliated Provider ED Billing/Coding Affiliated Provider ED Billing/Coding FIRSTNET, BATCH CHARGE ENTRY, AND CHARGE VIEWER Table of Contents Affiliated Provider ED Billing...2 icentra FirstNet...2 Accessing FirstNet...2 Checking In as a Provider...2

More information

PCLaw Administration Guide. Version 13.0

PCLaw Administration Guide. Version 13.0 PCLaw Administration Guide Version 13.0. Copyright and Trademark LexisNexis, Lexis, and the Knowledge Burst logo are registered trademarks of Reed Elsevier Properties Inc., used under license. PCLaw is

More information

STX Beacon User Guide. Credit Card Processing Mobile Devices Mac & Windows OS

STX Beacon User Guide. Credit Card Processing Mobile Devices Mac & Windows OS STX Beacon User Guide Credit Card Processing Mobile Devices Mac & Windows OS Table of Contents 3 Process Electronic Payments via Mobile Terminals - ipad, iphone, Android 3 Mobile Terminals: Activate PaymentMate

More information

U S E R S G U I D E Last Modified: 12/06/2012 1

U S E R S G U I D E Last Modified: 12/06/2012 1 USER S GUIDE Last Modified: 12/06/2012 1 Contents 2 Welcome 3 User Service Activation 4 Introduction 4 Purpose 5 Key Features 6 Activate 8 Using the System 8 Login 9 Credit Sale 10 For Swipe Capable Devices

More information

KeePass Getting Started on Windows

KeePass Getting Started on Windows KeePass Getting Started on Windows This guide includes the initial installation of KeePass 2.x on a Windows PC, creating your first password database, testing the software and entering your first accounts.

More information

Gateway Administrator

Gateway Administrator 100 New Britain Blvd Chalfont, PA 18914 Tel: 215-997-8989 E-mail: datacap@dcap.com Gateway Administrator User Guide V 1.00 Page 1 Table of Contents Overview...3 Using Gateway Administrator...3 Logging

More information

Installing TestNav Mac with Apple Remote Desktop

Installing TestNav Mac with Apple Remote Desktop Installing TestNav Mac with Apple Remote Desktop 1 2 3 Getting TestNav Installation from Servicedesk 1.1 Connect to Servicedesk 4 1.2 Download Package to Desktop 7 Installing TestNav 2.1 Add Computers

More information

Credit Cards in BillQuick

Credit Cards in BillQuick Time Billing and Project Management Software Built With Your Industry Knowledge Credit Cards in BillQuick User Guide for BillQuick Users BQE Software, Inc. 2601 Airport Drive, Suite 380 Torrance CA 90505

More information

WorldPay Mobile Demonstration

WorldPay Mobile Demonstration Demonstration 2014 1 Creating your Merchant Portal Login 1. Before using WorldPay Mobile, you will need to create a Merchant Portal account by going to Portal.WorldPay.us and clicking Create My Account.

More information

eadvantage Certificate Enrollment Procedures

eadvantage Certificate Enrollment Procedures eadvantage Certificate Enrollment Procedures Purpose: Instructions for members to obtain a digital certificate which is a requirement to conduct financial transactions with the Federal Home Loan Bank of

More information

The Wells Fargo Payment Gateway Business Center. User Guide

The Wells Fargo Payment Gateway Business Center. User Guide The Wells Fargo Payment Gateway Business Center User Guide Contents 1 Introduction 1 About the Wells Fargo Payment Gateway service Business Center 1 About this guide 2 Access the Business Center 2 Log

More information

*ROAMpay powered by ROAM

*ROAMpay powered by ROAM *ROAMpay powered by ROAM Table of Contents 1. Introduction 2. Setting up Service 3. Supporting ROAMpay Customers 4. Helpful Links and Contacts 5. ROAMpay User s Guide Welcome to ROAMpay powered by ROAM!

More information

Quick Shopping Cart QuickBooks Integration

Quick Shopping Cart QuickBooks Integration Quick Shopping Cart QuickBooks Integration Installing and Configuring QuickBooks This guide walks you through setting up the Intuit QuickBooks Merchant Service (QBMS) payment gateway (where available)

More information

PCLaw 11.0. Administration Guide

PCLaw 11.0. Administration Guide PCLaw 11.0 Administration Guide About this guide This guide provides a list of tasks for installing PCLaw Practice Management Software. If you need additional information, refer to the PCLaw Support Center.

More information

of Delaware, Inc. a subsidiary of Universal Health Services UHS FUSION CERNER MILLENNIUM APPLICATION PORTAL USER GUIDE

of Delaware, Inc. a subsidiary of Universal Health Services UHS FUSION CERNER MILLENNIUM APPLICATION PORTAL USER GUIDE of Delaware, Inc. a subsidiary of Universal Health Services UHS FUSION CERNER MILLENNIUM APPLICATION PORTAL USER GUIDE TABLE OF CONTENTS 1. Introduction 3 2. Minimum System Requirements 3 3. Key Points

More information

Installing S500 Power Monitor Software and LabVIEW Run-time Engine

Installing S500 Power Monitor Software and LabVIEW Run-time Engine EigenLight S500 Power Monitor Software Manual Software Installation... 1 Installing S500 Power Monitor Software and LabVIEW Run-time Engine... 1 Install Drivers for Windows XP... 4 Install VISA run-time...

More information

ParishSOFT Remote Installation

ParishSOFT Remote Installation Table of Contents Setting up Remote Solution Windows 7 or Vista... 1 Connecting to ParishSOFT... 1 Accessing Your database... 3 Switching to your parish database... 4 Setting up Accounts for users... 5

More information

Paymetron Troubleshooting Guide

Paymetron Troubleshooting Guide Paymetron Troubleshooting Guide Issues and solutions: Issue: How do I view a report of all my charges? Paymetron will generate a report automatically at the end of the Settlement process. You can also

More information

3) The client side of the Service Fee Bookings MUST be closed with FOP of CC (Not CC Merchant)

3) The client side of the Service Fee Bookings MUST be closed with FOP of CC (Not CC Merchant) Sabre Card Services The Sabre Card Services reconciliation option allows TBO users to daily close individual items in TBO that reconcile to the customer's Sabre Card Services' file by transaction, and

More information

ROAMpay powered by ROAM

ROAMpay powered by ROAM ROAMpay powered by ROAM Table of Contents 1. Introduction 2. Setting up Service 3. Supporting ROAMpay Customers 4. Helpful Links and Contacts 5. ROAMpay User s Guide Welcome to ROAMpay powered by ROAM!

More information

SQL EXPRESS INSTALLATION...

SQL EXPRESS INSTALLATION... Contents SQL EXPRESS INSTALLATION... 1 INSTALLING SQL 2012 EXPRESS... 1 SQL EXPRESS CONFIGURATION... 7 BILLQUICK DATABASE... 9 SQL Express Installation The Microsoft SQL Server 2012 Express software is

More information

CHARGE Anywhere. Mobile POS. User s Guide

CHARGE Anywhere. Mobile POS. User s Guide CHARGE Anywhere Palm Treo Mobile POS User s Guide 1 PURPOSE... 4 2 SCOPE... 4 3 DEFINITIONS... 4 3.1 Quick Sale... 4 3.2 Sale... 4 3.3 Auth Only... 4 3.4 Force... 4 3.5 Void... 4 3.6 Retry... 4 3.7 Return...

More information

Managing your UniCard account online

Managing your UniCard account online [Type here] Managing your UniCard account online This document describes how to access and maintain your UniCard account using the UniCard website It covers how to make top-up payments to your UniCard

More information

Guarantee Trust Life Insurance Company. Agent Portal www.gtlic.com. Agent Portal Guide

Guarantee Trust Life Insurance Company. Agent Portal www.gtlic.com. Agent Portal Guide Guarantee Trust Life Insurance Company Agent Portal www.gtlic.com Agent Portal Guide Rev. 3/2014 Table of Contents Log in to Agent Portal... 3 Obtain Quote... 4 Print Quote... 5 Save and Retrieve Quote...

More information

Learning Management System (LMS) Quick Tips. Contents LMS REFERENCE GUIDE

Learning Management System (LMS) Quick Tips. Contents LMS REFERENCE GUIDE Learning Management System (LMS) Quick Tips Contents Process Overview... 2 Sign into the LMS... 3 Troubleshooting... 5 Required Software... 5 Mobile devices are not supported... 5 Using the Check System

More information

Getting Started Guide: Transaction Download for QuickBooks 2009-2011 Windows. Information You ll Need to Get Started

Getting Started Guide: Transaction Download for QuickBooks 2009-2011 Windows. Information You ll Need to Get Started Getting Started Guide: Transaction Download for QuickBooks 2009-2011 Windows Refer to the Getting Started Guide for instructions on using QuickBooks online account services; to save time, improve accuracy,

More information

Online Payment Center T-Mobile User s Guide

Online Payment Center T-Mobile User s Guide Online Payment Center T-Mobile User s Guide Table of Contents Introduction... 3 Features... 3 Getting Started... 4 Starting Qpay Online Payment Center... 4 Login... 4 Changing Your Password... 5 Navigating...

More information

VPN: Virtual Private Network - Description. Installation

VPN: Virtual Private Network - Description. Installation VPN: Virtual Private Network - Description Marist College uses the Cisco Systems VPN Client, Version 4.0.5 to establish a Marist College IP address for the user, regardless as to how they connect to the

More information

Mobile Online Banking

Mobile Online Banking Mobile Online Banking User Guide Table of Contents Enrolling Through Traditional Online Banking, pg. 2 Enrolling Using Your Mobile Device, pg. 4 Login Screen, pg. 7 Locations, pg. 7 Mobile Browser View,

More information

Office Depot Merchant Services Mobile Application User Guide

Office Depot Merchant Services Mobile Application User Guide Office Depot Merchant Services Mobile Application User Guide Table of Contents Product Overview... 3 Downloading Office Depot Merchant Services Application... 4 Welcome Emails... 5 Create New Account Office

More information

1. Navigate to Control Panel and click on User Accounts and Family Safety. 2. Click on User Accounts

1. Navigate to Control Panel and click on User Accounts and Family Safety. 2. Click on User Accounts This document will guide you through setting up your outgoing server (SMTP) Microsoft Outlook and Windows Live Mail. There is also a section below that guides you through the manual configuration of your

More information

Important Notes for WinConnect Server VS Software Installation:

Important Notes for WinConnect Server VS Software Installation: Important Notes for WinConnect Server VS Software Installation: 1. Only Windows Vista Business, Windows Vista Ultimate, Windows 7 Professional, Windows 7 Ultimate, Windows Server 2008 (32-bit & 64-bit),

More information

Online Backup by Mozy. Restore Common Questions

Online Backup by Mozy. Restore Common Questions Online Backup by Mozy Restore Common Questions Document Revision Date: June 29, 2012 Online Backup by Mozy Common Questions 1 How do I restore my data? There are five ways of restoring your data: 1) Performing

More information

Online Statements. About this guide. Important information

Online Statements. About this guide. Important information Online Statements About this guide This guide shows you how to: View online statements, including CommBiz Activity Statements (Billing summaries) and online statements for Transaction Accounts, Credit

More information

USER GUIDE FOR DIGITAL CERTIFICATE

USER GUIDE FOR DIGITAL CERTIFICATE USER GUIDE FOR DIGITAL CERTIFICATE If you encounter any problem and no solution can be obtained from the USER GUIDE FOR DIGITAL CERTIFICATE, please contact our hotline at 03-8992 8888 or customercare@digicert.com.my

More information

TSM for Windows Installation Instructions: Download the latest TSM Client Using the following link:

TSM for Windows Installation Instructions: Download the latest TSM Client Using the following link: TSM for Windows Installation Instructions: Download the latest TSM Client Using the following link: ftp://ftp.software.ibm.com/storage/tivoli-storagemanagement/maintenance/client/v6r2/windows/x32/v623/

More information

How to Log in to LDRPS-Web v10 (L10) https://enterprise.strohlservices.com

How to Log in to LDRPS-Web v10 (L10) https://enterprise.strohlservices.com How to Log in to LDRPS-Web v10 (L10) https://enterprise.strohlservices.com Contents First Time Login Instructions... 1 1) Use the Internet Explorer (IE) Web browser*... 1 2) Install the.net Framework...

More information

Installing the Microsoft Network Driver Interface

Installing the Microsoft Network Driver Interface Installing the Microsoft Network Driver Interface Overview This guide explains how to install the PictureTel Live200 Microsoft Network Driver Interface (NDIS) software you have downloaded from PictureTel's

More information

Mobile Pay. for Android TM. *Android Version 4.0 or higher required

Mobile Pay. for Android TM. *Android Version 4.0 or higher required Mobile Pay TM for Android TM *Android Version 4.0 or higher required 2014 First Data Corporation. All Rights Reserved. All trademarks, service marks and trade names referenced in this material are the

More information

Instructions for Connecting to PACS outside of a Regional Facility

Instructions for Connecting to PACS outside of a Regional Facility Instructions for Connecting to PACS outside of a Regional Facility For support, please contact the ehealth Saskatchewan Helpdesk at 1-888-316-7446 Recommended options provide optimal performance 1 The

More information

Connex ProView installation and user guide

Connex ProView installation and user guide Page 1 of 7 Connex ProView installation and user guide Page 2 of 7 Contents Intended use... 3 Setup... 3 Create roles and users... 3 Create the ProView role... 3 Create the VitalTestApp role... 3 Create

More information

Envision Credit Card Processing

Envision Credit Card Processing A Guide for Processing Transactions with Envision's Credit Card Module I Table of Contents Part I Credit Card Processing Setup 1 Part II Credit Card Processing 2 1 Entering Tips... 3 2 Processing the Credit

More information

Login through Citrix

Login through Citrix Login through Citrix You can login to the Citrix Metaframe servers through the following url s: Internally (from Cebeo network): Externally (from f.i. home): Application Site http://cebeofarm/citrix/metaframe

More information

Credit Card Functionality in IMS

Credit Card Functionality in IMS Credit Card Functionality in IMS Updated Date: 3/28/2011 Table of Contents Basic setup to enable the Credit Card facility... 3 1.1Installation of Magswipe configuration software... 3 1.2Configuration settings

More information

Cox Business Online Backup. Download Instructions for Mac and Windows

Cox Business Online Backup. Download Instructions for Mac and Windows Cox Business Online Backup Download Instructions for Mac and Windows February 2014 Table of Contents Table of Contents Downloading Cox Business Online Backup on a Mac... 1 Downloading Cox Business Online

More information

Credit Card Overview & Processing Guide entrée Version 3

Credit Card Overview & Processing Guide entrée Version 3 Credit Card Overview & Processing Guide entrée Version 3 2000-2016 NECS, Inc. All Rights Reserved. I entrée V3 Credit Card Processing Guide Table of Contents Chapter I V3 Credit Card Overview 1 1 Obtain...

More information

Citrix Client Install Instructions

Citrix Client Install Instructions Citrix Client Install Instructions If you are using Citrix remotely, Information Technology Services recommends updating Citrix client to the newest version available online. You must be an administrator

More information

Intelli-M Access Quick Start Guide

Intelli-M Access Quick Start Guide Intelli-M Access Quick Start Guide Before You Begin The Intelli-M Access software can be used in conjunction with the eidc. Use Intelli-M Access to manage, view, and report activity through an eidc controlled

More information

CentreSuite Expense Management Cardholder USER GUIDE

CentreSuite Expense Management Cardholder USER GUIDE CentreSuite Expense Management Cardholder USER GUIDE CentreSuite Expense Management Cardholder User Guide Table of Contents 3 First Time User Log On 6 Quick Links From Your Home Screen 7 Statements 9 Reviewing

More information

Virto Password Reset Web Part for SharePoint. Release 3.1.0. Installation and User Guide

Virto Password Reset Web Part for SharePoint. Release 3.1.0. Installation and User Guide Virto Password Reset Web Part for SharePoint Release 3.1.0 Installation and User Guide 2 Table of Contents OVERVIEW... 3 SYSTEM REQUIREMENTS... 3 OPERATING SYSTEM... 3 SERVER... 3 BROWSER... 4 INSTALLATION...

More information

This document shows new Citrix users how to set up and log in to their Citrix account.

This document shows new Citrix users how to set up and log in to their Citrix account. Citrix Set up Set up and Log in to Citrix Objective: This document shows new Citrix users how to set up and log in to their Citrix account. Procedure This document shows you how to set up and log in to

More information

Working with Online CBS Clients

Working with Online CBS Clients ACCOUNTANT S ASSISTANT Working with Online CBS Clients version 2010.x.x TL 22280 (4/28/10) Copyright Information Text copyright 1998-2010 by Thomson Reuters/Tax & Accounting. All rights reserved. Video

More information

Citrix Remote Access Portal U s e r M a n u a l

Citrix Remote Access Portal U s e r M a n u a l Citrix Remote Access Portal U s e r M a n u a l 1 P a g e Table of Contents Table of Contents... 2 Introduction... 3 1. What is Citrix and how does it work?... 4 2. PC Setup/Internet Explorer - Connecting

More information

GETTING STARTED WITH SQL SERVER

GETTING STARTED WITH SQL SERVER GETTING STARTED WITH SQL SERVER Download, Install, and Explore SQL Server Express WWW.ESSENTIALSQL.COM Introduction It can be quite confusing trying to get all the pieces in place to start using SQL. If

More information

Paymentnet User Guide

Paymentnet User Guide Paymentnet User Guide Paymentnet An internet based management and reporting tool for Purchasing Card transactions Developed, maintained, and upgraded by JP Morgan Chase Kip Smalligan x13211 is the Paymentnet

More information

Rabo Cash Management. Installation Guide. Guide content

Rabo Cash Management. Installation Guide. Guide content Installation Guide Rabo Cash Management The Rabo Financial Logistics Portal (RFLP) offers an integrated solution for liquidity and risk management and simplifies financial logistic processes. The Rabo

More information

ApplicationXtender 7.0 Upgrade on 23 September 2015

ApplicationXtender 7.0 Upgrade on 23 September 2015 ApplicationXtender 7.0 Upgrade on 23 September 2015 After the Banner Document Management (BDM) 8.5 upgrade is performed, if you have previously installed ApplicationXtender 6.5 or its components on your

More information

Secure File Transfer Guest User Guide Updated: 5/8/14

Secure File Transfer Guest User Guide Updated: 5/8/14 Secure File Transfer Guest User Guide Updated: 5/8/14 TABLE OF CONTENTS INTRODUCTION... 3 ACCESS SECURE FILE TRANSFER TOOL... 3 REGISTRATION... 4 SELF REGISTERING... 4 REGISTER VIA AN INVITATION SENT BY

More information

Merchant Account Service

Merchant Account Service QuickBooks Online Edition Feature Guide Merchant Account Service C o n t e n t s Introduction............................. 2 What is a merchant account?.................. 2 What types of credit cards can

More information

RISKMASTER Business Intelligence Working with Reports User Guide

RISKMASTER Business Intelligence Working with Reports User Guide RISKMASTER Business Intelligence Working with Reports User Guide Statement of Confidentiality This documentation contains trade secrets and confidential information, which are proprietary to Computer Sciences

More information

STX Beacon User Guide. Credit Card Processing First Na8onwide Payments Mobile Devices Mac & Windows OS

STX Beacon User Guide. Credit Card Processing First Na8onwide Payments Mobile Devices Mac & Windows OS STX Beacon User Guide Credit Card Processing First Na8onwide Payments Mobile Devices Mac & Windows OS Table of Contents 3 Credit Card Processing: Select Merchant Gateway 5 Processing a Credit Card via

More information

I. Simplifying Payment Processing. II. Authorizing Your Transactions Correctly page 6

I. Simplifying Payment Processing. II. Authorizing Your Transactions Correctly page 6 Welcome to PaySimple! Congratulations on choosing PaySimple for all your payment processing needs! You will quickly notice that billing and collections is transformed into an effortless process. With PaySimple,

More information

Migrating From WVWC Mail to Google Apps

Migrating From WVWC Mail to Google Apps Migrating From WVWC Mail to Google Apps This document is intended for those users moving from WVWC s old mail server to the new Google Apps mail system. If you DO NOT have bobcats in your email address,

More information

VinNOW/TSYS Integration Setup. Overview

VinNOW/TSYS Integration Setup. Overview Overview TSYS credit card processing communications to the gateway are all done via LAN internet linked PAX payment terminals. The terminals supplied by TSYS have the client s merchant account information

More information

Cornerstone* New Activation Key Instructions Cornerstone Module Change Using Files on the Server to Reinstall the Software

Cornerstone* New Activation Key Instructions Cornerstone Module Change Using Files on the Server to Reinstall the Software Cornerstone* New Activation Key Instructions Cornerstone Module Change Using Files on the Server to Reinstall the Software Document Purpose The following instructions guide you through updating your IDEXX

More information

Shearwater Research Dive Computer Software Manual

Shearwater Research Dive Computer Software Manual Shearwater Research Dive Computer Software Manual Revision 1.3 Table of Contents 1. Basic overview of components 2. O/S IrDA driver installation 2.1 USB IrDA installation for Windows XP Home/Pro editions

More information

Schools Remote Access Server

Schools Remote Access Server Schools Remote Access Server This system is for school use only. Not for personal or private file use. Please observe all of the school district IT rules. 6076 State Farm Rd., Guilderland, NY 12084 Phone:

More information

Sam Houston State University Procurement Card Program

Sam Houston State University Procurement Card Program Sam Houston State University Procurement Card Program Citi Card GCMS On-Line Cardholder Reference Guide COMMERCIAL CARD ADMINISTRATOR: KATHY ROBERTS OFFICE PHONE: 936-294-1991 OFFICE FAX: 936-294-1997

More information

Set My University of Melbourne Identity Management Password for the First Time

Set My University of Melbourne Identity Management Password for the First Time Set My University of Melbourne Identity Management Password for the First Time This document provides instructions for New Staff or Existing Staff members who are using the Identity Management System (IdMS)

More information

WEB TRANSACTIONS. Shoppers Charge Accounts Co.

WEB TRANSACTIONS. Shoppers Charge Accounts Co. WEB TRANSACTIONS Shoppers Charge Accounts Co. Table of Contents Page 2 SCA s Online Merchant Services Website Benefits to Dealers How to Use It Log In Main Menu Consumer Credit Application Consumer Credit

More information

Internet Explorer Settings for Optum CareTracker

Internet Explorer Settings for Optum CareTracker Internet Explorer Settings for Optum CareTracker CareTracker (aka Optum PM and Physician EMR) is a web-based application, which currently only runs on the 32 -bit version of Internet Explorer (to tell,

More information

SYSTEM REQUIREMENTS...

SYSTEM REQUIREMENTS... Contents INTRODUCTION... 1 BillQuick HR Setup Checklist... 2 SYSTEM REQUIREMENTS... 3 HARDWARE REQUIREMENTS... 3 SOFTWARE REQUIREMENTS... 3 Operating System Requirements... 3 Other System Requirements...

More information

Tired of running to the post office and the bank to get your customers payments

Tired of running to the post office and the bank to get your customers payments Getting Paid With QuickBooks Payments APPENDIX E Tired of running to the post office and the bank to get your customers payments into your bank account? Fortunately, Intuit s new electronic payment subscription

More information