Credit Card Functionality in IMS

Transcription

1 Credit Card Functionality in IMS Updated Date: 3/28/2011

2 Table of Contents Basic setup to enable the Credit Card facility Installation of Magswipe configuration software Configuration settings of Magswipe device... 4 Setup of IMS Modules to enable the Credit Card Functionality feature Set the parameter Enter the ID and Password provided Set the User Parameters Utilizing the Credit Card functionality in IMS Posting the payment through CICO screen Posting the payment through Patient Payment Posting screen Refund the payments through Refund screen Refund through Patient Ledger screen Credit card report User can see the credit card transaction through report

3 The credit card functionality in IMS has been introduced to enable credit card payment and refund facility which is now integrated with IMS billing. Basic setup to enable the Credit Card facility IMS supports TransEngen services for credit card payments. TransEngen is an integrated healthcare and financial transaction platform which transforms healthcare payments process using advanced technology. It provides end-to-end connectivity between the payers and the providers. For Payment Processing through credit card first you need to purchase a card swipe instrument called Magnetic swipe Reader with Model No. IDMB B. Users need to get a Merchant ID and a Merchant key to make the payment processing. For this, user needs to fill a form called Transengen Merchant API accounts Request form. 1.1 Installation of Magswipe configuration software Install Magswipe Configuration software V2.1.15_Install Package on your PC. Please make sure to register with new MTTerminalInfo.ocx file and Install Magnetic Configuration utility software in your system to get updated with new credit card functionality feature. Please collect MTTerminalInfo.ocx and Magnetic Configuration Utility software.exe from Meditab support if you face any problem Note: Please note that if you could not find the files in the above mentioned path, kindly contact customer support. 3

4 1.2 Configuration settings of Magswipe device Credit Card Functionality Once the Magswipe Configuration software is installed a basic setup is required to configure Magswipe machine in your PC. Plug-in the Magswipe Reader to your machine and it will have a Beep sound to indicate that it is ready for operation. Go to Setup>> All Programs>> Click Magswipe Configuration Software Utility Click the Magswipe Configuration Utility 4

5 Magswipe Configuration Utility screen appears. Click the Change Basic Reader Settings tab from left side of the Magswipe Configuration Utility screen. Click the Change Basic Reader Settings tab Select the tab Track Settings and remove values from Track Separator and Terminator. Select the Tab Track Settings 5

6 Remove the Values and Place the cursor at the Terminator field Place the cursor at Terminator field and press Ctrl + Q. Then click the Send to MSR button. Press Ctrl+ Q Click Send to MSR button 6

7 Once the configuration settings are completed a dialog box appears with a message The Configuration settings have been written to MagSwipe device successfully. Then click the Ok button. Click the Ok button 7

8 Setup of IMS Modules to enable the Credit Card Functionality feature 1.3 Set the parameter To enable the credit card feature in IMS, Go to Setup>> System Parameters>> Modules/Features >> Credit Card >> Set the Parameter to Yes Setting this parameter to yes also allows you to view the credit card parameter screen. Set the Parameter to Yes 8

9 1.4 Enter the ID and Password provided Go to Setup>> Admin>> double click on Credit Card Parameters. It opens Credit Card Parameters screen where you need to enter the Merchant ID and the Merchant Key provided. Credit Card Parameters Screen opens 1 2 Double Click on Credit Card Parameters Enter Merchant Id and Enter Merchant Key provided. 9

10 1.5 Set the User Parameters Once the credit card payment is processed, you need to get sign on a receipt from the card holder for records. You can create letter template as per your requirement and link it against the preferred location. To link the letter templates, go to Setup>> System Parameters>> Payment Posting>> Default Letter Template for Credit card Receipt Setup>> System Parameters>> Payment Posting>> Default Letter Template for Credit card Refund Receipt Link the created Letter Templates 10

11 Utilizing the Credit Card functionality in IMS. 1.6 Posting the payment through CICO screen Go to Billing>> Checkout Receipt On selecting the payment type as credit card and saving record, Swipe Card screen appears. You may now swipe card in your card swipe instrument. If it doesn't work for some reason and you wish to proceed, select 'Manual' for manual card information entry. On processing the card if all the details are correct a Merchant Response screen appears, displaying a message with status as Transaction done successfully. On this Merchant Response screen user can see the Order confirmation number. On successful processing you may wish to print the credit card payment receipt. 11

12 To print the card, click Print and Close button at the bottom of the Merchant Response Screen. 1.7 Posting the payment through Patient Payment Posting screen On selecting the payment type as credit card in patient information of Payment Posting screen, Please Swipe Screen appears which indicates that you need to swipe your card. Select the Payment type as Credit Card On processing the card if all the details are correct a Merchant Response screen appears, displaying a message with status as Transaction done successfully. On this Merchant Response screen user can see the Order confirmation number. 12

13 You may now swipe your card using the Magnetic Swipe Reader. Once the processing of the card gets complete, you may continue with the regular process. 13

14 1.8 Refund the payments through Refund screen Credit Card Functionality From the Refund screen, the payments done through credit card can be refunded as per the credit card merchant details. To refund the payments go to Billing>> Refund From the Refund Posting screen, select the refund type as credit card. Only refund process complete through credit card while receipt created through the credit card payment type. Select the refund type as Credit Card On processing card, the Merchant Response screen pops-up with the status displaying Successful. 14

15 1.9 Refund through Patient Ledger screen To refund the payment using credit card functionality through Patient Ledger screen. Go to Billing>> Patient Ledger Select the patient whose payment need to refund. Right click on the particular payment line which was created through credit card and select the option Create OC/Refund. The Refund Amount screen opens where you need to select the amount that needs to refund and click the button Refund. Enter the Refund Amount Click the Refund Button The Refund Posting screen opens where you need to select the refund type as credit card and enter the remaining details and click the Ok button. Select the Refund Type as Credit Card 15

16 Once the card gets processed a Merchant Response screen appears on the successful processing. Note: Always remember that, when once system creates the payment receipt through credit card, no changes can be made in the header part of the receipt in Refund Posting screen. User can be modified Provider field on the credit card receipt. You can only refund the patient payment, if it is collected through the Transgene or through the credit card functionality in IMS Credit card report User can see the credit card transaction through report. Go to Reports >> Billing >> Receipt >> Credit card by all options. Select report criteria based on user requirement and run the report. 16