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CONFIDENTIAL

Quick Reference Guide – Payment Devices

Topics

Click a link below for more information:

• Select a Device: Choose the best

possible device to capture

payment for your particular

situation

• Set Up a Device

: Make sure that

your device is ready to accurately

process payments and record

them in the payment product

• Troubleshoot a Device

: Follow

these steps to deal with the most

likely issues that may happen

during payment processing

• Appendix

: More information on

troubleshooting and specific

device setup

InstaMed Payment Devices Overview

InstaMed’s payment solutions work with a wide range of payment devices that

read information from payment cards, checks or both.

This quick reference guide is designed to provide information on device

selection, setup and basic troubleshooting.

For more information about how to use the devices, please refer to the

InstaMed Online User Guide or your vendor’s documentation as appropriate.

Select the right device

Different devices have different payment type and security configurations and should be

carefully studied before purchase and deployment. Consider the following questions and use

the chart on the next page to find the device that meets your specific needs.

Questions to Consider:

1. Do you need to read payment cards?

a. Do you need a mobile solution?

b. Do you need end-to-end encryption?

2. Do you need to read checks?

a. Do you need to read payment cards

on the same machine?

b. Do you need a batch reader?

Device Consideration: The MagTek ImageSafe

reads both payment cards and checks

v20150428

Summary of content (15 pages)

PAGE 1
CONFIDENTIAL Quick Reference Guide – Payment Devices Topics InstaMed Payment Devices Overview Click a link below for more information: InstaMed’s payment solutions work with a wide range of payment devices that read information from payment cards, checks or both. This quick reference guide is designed to provide information on device selection, setup and basic troubleshooting.
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CONFIDENTIAL Quick Reference Guide – Payment Devices Card Payment Device Selection Table Use the table below to select the right device for the payment type accepted, the security level required, etc. Contact InstaMed if you do not see the capabilities or configurations that meet your business needs. NOTE: Some device part numbers cover a range of configurable options. Specify which configuration meets your particular needs when ordering devices.
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CONFIDENTIAL Quick Reference Guide – Payment Devices Check Payment Device Selection Table Please contact InstaMed if you do not see the capabilities or configurations that meet your business needs.
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CONFIDENTIAL Quick Reference Guide – Payment Devices Set Up a Device Device Driver Selection & Installation Software installation must be done by a user with administrator rights. There are four basic steps to setting up a device properly. Details on each step follow the list below: 1. Device Driver Selection & Installation Most devices need a specific software driver installed on the computer that the device will be connected to.
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CONFIDENTIAL Quick Reference Guide – Payment Devices Card Payment Device Drivers & Configuration Profiles For more information on specific part numbers, please see the manufacturer’s documentation or refer to the Card/Check Payment Device Selection table shown earlier in this guide.
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CONFIDENTIAL Quick Reference Guide – Payment Devices Check Payment Device Drivers & Configuration Profiles For more information on specific part numbers, please see the manufacturer’s documentation or refer to the Card/Check Payment Device Selection table shown earlier in this guide. Device Name Mode P2P Encryption Device Configuration Profile Device Driver 22370001 HID Y IMAGESAFE SECURE USB MagTek ImageSafe 22370001 HID N IMAGESAFE LEGACY USB [run the file labeled: “99500006.
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CONFIDENTIAL Quick Reference Guide – Payment Devices Device Connection & Validation Confirm that the computer has recognized and validated the device by verifying that the device manager has registered the device on the computer. NOTE: This applies ONLY to devices that plug into a computer USB port. Install the device driver before connecting the device to the computer. Make sure the device driver is installed and the device is plugged into the computer before validating the device on the computer.
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CONFIDENTIAL Quick Reference Guide – Payment Devices Thermal Receipt Printers Epson TM-T88V is the supported thermal printer. Software Installation [FOR ETHERNET CONNECTED PRINTERS] Software Installation [FOR USB CONNECTED PRINTERS] 1. Make sure the printer is NOT connected to the computer and powered down 2. Insert the Epson TM-T88V Software and Documents disc 1. Connect the Ethernet cable to the printer and Ethernet jack 3. Click Install Now 2.
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CONFIDENTIAL Quick Reference Guide – Payment Devices InstaMed Online Device Configuration The following applies only to users of InstaMed Online. If you process payments in a different application, please refer to your vendor’s documentation to configure your device. Make sure the device has already been connected and recognized by the computer it is plugged into. The Super User assigned to your account configures a default device profile that applies to all users.
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CONFIDENTIAL Quick Reference Guide – Payment Devices Check Device Testing 1. Go to the Payments page on the application Complete setting up a device by testing the card swiping or check scanning function. 2. Select or input patient information, input payment/billing information and a payment amount. Select CHECK as the payment method.
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CONFIDENTIAL Quick Reference Guide – Payment Devices b. Place the check batch into the feed hopper of the device in the orientation as shown on the device hopper c. Make sure that the MICR line is on the bottom Batch Check Payment Page Check Feed for a Batch Check Device 6. With a successful scan, the payment form fields will populate with the payment information: if this happens, testing is successful Device Setup Complete With a successful test accomplished the device is set up.
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CONFIDENTIAL Quick Reference Guide – Payment Devices Troubleshooting Steps 1. 2. 3. 7. Card/Check processing: Test the device’s ability to swipe a card or scan a check within InstaMed Online. See the Device Testing section earlier in this guide to confirm whether the portal is accurately reading the card swiped or check scanned. 8. Java Update [SEE APPENDIX FOR MORE INFORMATION]: Make sure that the latest version of Java is running on the computer that the device is connected to. 9.
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CONFIDENTIAL Quick Reference Guide – Payment Devices Appendix 3. Web Browser Configuration Your internet browser must be properly configured in order to allow payment to be accurately captured by InstaMed Online through the payment device. Follow the steps below and test the unit after each step to determine whether that step solved the current device problem. 1.
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CONFIDENTIAL Quick Reference Guide – Payment Devices d. 6. Clear Browser Cookies: a. Click the Tools menu and select Internet Options b. From the General tab, delete Cookies c. Close all browser windows In the Security Settings – Trusted Sites Zone window, scroll to the ActiveX controls and plug-ins section and verify the following settings i. (Enable) Allow previously unused ActiveX controls to run without prompting ii. (Disable) Automatic prompting for ActiveX controls iii.
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CONFIDENTIAL Quick Reference Guide – Payment Devices Verify Device Driver Status Java Version Update Installing the driver for your device is explained earlier in this guide, but it may be necessary to verify that you have the correct driver installed. For those devices – and device modes – that require Java, it is necessary to have an up to date version of Java. It is recommended that you update the computer’s Java version to the highest one available. 1.