User guide

CONFIDENTIAL

Quick Reference Guide – Payment Devices

Device Testing

Complete setting up a device by testing the card swiping or check scanning

function.

In order to properly test the device make sure that the device driver

has been installed on the computer, the device is plugged in and powered

on, the computer has recognized the device, and the application has been

configured to use the device.

With InstaMed Online open in a browser, run the following tests to determine that

the device is installed and registered properly:

Payment Card

1. Go to the Payments page on the application

2. Select or input patient information, input payment/billing information and a

payment amount. Select CARD as the payment method.

3. Click Swipe or Tap or Insert (a popup graphic will appear asking you to

swipe a card for payment)

4. Swipe, tap, or insert a payment card on the device

5. With a successful swipe, tap, or insert, the payment form fields will populate

with the payment card information: if this happens, testing is successful

Check

1. Go to the Payments page on the application

2. Select or input patient information, input payment/billing information and a

payment amount. Select CHECK as the payment method.

3. Click Scan (a popup graphic will appear asking you to scan a check for payment)

4. Insert a check into the device (Single Check Device). Make sure all folds and

staples or paper clips have been removed

MagTek Single Check Scanner

RDM Single Check Scanner

a. Insert the check flush to the left side

of the device

b. Insert the check with the information

side facing the machine’s center

c. Insert the check with the MICR line

down

a. Insert the check flush to the right

side of the device

b. Insert the check with the information

side up

c. Insert the check with the MICR line

(shown by the red arrow in the

image below) to the inside right

5. Insert a batch of checks into the device (Batch Check Device)

a. Make sure to stack the batch of checks together so that they are all

facing the same direction. Fan the checks before placing them into the

device feed hopper.