Final Intergration appendix to the Nexion User Manual v2.5.1
Contents
1. Ltd 132. Record Cash Trxn and follow the Instruction Cash Transactions below 2 Process Card Trxn and follow the Instruction Credit Debit Card Transactions below Copyright Nexion SA Pty Ltd 8 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 The Nexion Payment Screen om o i nexion Please Note These details will appear on the Patients Account A Merchant The Doctor who will be credited with the transaction amount B Amount The total amount to be collected from the cardholder C Currency The Currency is defaulted to ZAR and cannot be changed D Transaction Ref This is a sequential transaction number generated by Elixir for that specific patient and will be displayed on the Nexion Report under Transaction Ref J E Member Ref This Account Number for that specific patient and will be displayed on Copyright Nexion SA Pty Ltd 9 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 2 Cash Transactions pom o NEXION s Tenma Amount Tvoe in Amount FAR Process Cash or Cheque Transaction Ref Type in Transaction Ref Nexion fully functional Member Ref Type in Member Ref sers Process EFT to Bank Acc Bank Auth Tine LES 2 1 Click the Process Cash or Cheque button At this point you will be prompted to select the cash payment type Cash or Cheque Process Cash or Cheq
3. green Green key on the paypoint terminal Copyright Nexion SA Pty Ltd 12 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 3 5 At this point the transaction will be processed and the result displayed on the terminal by means of an Approved or Declined message Regardless of the outcome of the transaction the preset Number of receipts will automatically be printed to your default printer The Nexion Receipt nxAgent version 3 7 10 23 Bepint Compite Successful Credit Card Transaction Merchant Nexion SA Unit 16 Block i Northgate Island ysterplaat Cape Town License NEX7700N00010002 Date gt 2013 10730 13 42 53 Username Card Payment Receipt iITrxn Ref DEB 01820 Mem Ref J Smith Nexion Ref 826497 AuthId 348451 Merchant ID 000002191901185 Terminal ID 00001292 Card Type Credit Card S221 eek ek k KTI34 Amount R 430 00 I agree to pay this amount as per my cardholder agreement Cardholder SIQGMATULE eee en ennnneese 3 5 1 The receipt will print automatically to the default printer click on Complete If the receipts did not print for any reason click the Reprint button and a single receipt will be re printed nxAgent verssore 3 7 v2 lepers Complete For any queries regarding Nexion please call our Call Centre on 0861 639 466 Copyright Nexion SA Pty
4. 6 3 1 3 2 3 3 Credit amp Debit Card Transactions Process Card Nexian SA Amount Tvoe in Amount Process Card card not present Process Cash or Cheque Transaction Ref Type in Transaction Ref Nexion fully functional Member Ret Type in Member Ref Process EFT to Bank Acc User Refit Bank uth Process Debit Order Process Pre Auth Click the Process Card button Process Card A screen will be displayed prompting the user to swipe the card Present card You will be prompted on the terminal to select an account type lf the card is a Debit Card Confirm with Cardholder if the debit card is linked to a Cheque or Savings account Choose option 1 for Cheque or 2 for Savings Refer to the LOGO on the card Logo s with Visa Electron or Maestro are debit cards In the case of a debit card your client will be prompted to enter their PIN on the terminal and to press Enter to confirm 3 4 If the card is a Credit Card the option to deduct an amount on a straight or budget facility is displayed on the terminal If the client requests a budget option select the number of months as prompted on the screen or select option 1 to continue Only available to cards activated for budget If in doubt refer to the LOGO on the card Logos with Visa Master Card American Express or Diners Club are credit cards The terminal will now prompt you to re confirm the transaction amount by pressing the
5. Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 nexion Sena Payment Solutions for Service Providers User Manual Addendum for Elixir Users Copyright Nexion SA Pty Ltd 1 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 INDEX Page Post Nexion Installation A Refer to the Post Nexion Installation setup on page 3 3 Transacting with Nexion A Payments Originating EOM EXI SHseessscssHeeese lt sseaheencoesso aba oeeeeccoeh 6 B Payments originating from Nexion Standalone 9 Copyright Nexion SA Pty Ltd 2 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 Setting up Nexion on Elixir The following steps must be completed to enable communication between Elixir and Nexion Enabling the Nexion application on Mede Mass Elixir From the main menu select the System option and then select System options from the system submenu Elixir registered to DEMO DATA SET 1 User Administrator C Elixar SOLWMDLDATA FDB You need proper backups About automa Apply default column settings MEDICAL PRACTICE TARIFF MEDICINE STOCK Colour setup Practice details setup Advanced options Statements messages System options 3rd party setup NUSOL system gt The Elixir system option
6. TARIFF MEQICIME STOCK Clinical Datasets Users Financial Medical Funds Medicine Practice Stock Tariffs Log out Select dataset Chril Fi 2 From the File sub menu select the Financial option O Elixir registered to DEMO DATA SET 1 User Administrator C Elixir SSQL MDLDATA FDB File Reports Tools EDI System Help Remember to backup regularly ACCOUNTS AUTOMATION CLINICAL FINANCIAL MEDICAL PRACTICE TARIFF MEDICINE STOCK Elixir practice financial properties Credit item Debit item Ledgers Tax rates Internal financial credit items Your code BHF code English description BETALING ONTYANG ELEKTRONIES BETALING ONTYANG PASIENT KONTANT BETALING ONTYANG PASIENT KREDIETKAART P CHEQ BETALING ONTYANG PASIENT TJEK M CHEQ BETALING ONTYANG TJEK P ELEC BETALING PASIENT ELEKTRONIES DISCOUNT KORTING TOEGESTAAN CT JOURNAL KREDIETJOERNAAL DEBIET AFGEHAAL AUTOCREDIT REGSTELLINGSKREDIET BAD DEBT SKULD AFGESKRYF PAYMENT RECEIVED ELECTRONIC PAYMENT RECEIVED PATIENT CASH PAYMENT RECEIVED PATIENT CREDIT CAR PAYMENT RECEIVED PATIENT CHEQUE PAYMENT RECEIVED CHEQUE PAYMENT PATIENT ELECTRONIC DISCOUNT APPLIED Sarin CREDIT JOURNAL DEBIT REMOVED CORRECTIONAL CREDIT DEBT WRITTEN OFF 3 Select the Credit item tab and double click on the P Card code to edit the payment code properties In Order to record Card Transactions through Nexion The Merchan
7. details Allocation Analysis Select Additional Allocated arr TE Cite R 423 14 Amount R 10020 Remainder Current Date 200872007 gt Tube Ga avae 30 days Type P CARD Parti m uuU 50 days R 0 00 Document Medical due 90 and over i Transactions Date Your code Amount Prior paid Duel Now payment Medical liable Patient liable units Dependent 1 6 Enter the amount A to be processed 1 7 Select the Payment type B from the Type drop down selection box 1 8 Enter the Document Information C used to reference the transaction within Elixir 1 9 Once all fields have been completed Click Accept D to continue Copyright Nexion SA Pty Ltd Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 The following confirmation box will be displayed click Accept to continue without any change or click Cancel to amend transaction details Elixir Credit not fully allocated F fx Continue with processing Warning 1 10 The Following screen will confirm the Transaction details Please check the box next to Please confirm your entries Once your information is confirmed click the Process button Elixir card payment Card payment details Receipt Nr Test 20 Aug 07 Amount 100 20 Rounding 0 00 Due 100 20 Tender At this Point the Nexion Payments Screen will be displayed please select either 1
8. he merchant in ase of a chargeback by the bank he second copy is given to the patient as proof of payment Copyright Nexion SA Pty Ltd 5 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 Transacting with Nexion There are 2 methods of processing Payments through Nexion A Payments originating from Mede Mass Elixir B Payments originating from Nexion Standalone In order to process patient payments NOT registered on Elixir Please Note Only Credit Codes that are linked to Nexion will be automatically reconciled to Elixir upon ocessing Please refer to Setting Elixir credit codes to operate the Nexion application T na Cor re T COC Li it LU OLU LULU A Payments originating from Mede Mass Elixir 1 1 Select the Accounts tab A The Elixir accounts window will now be displayed 1 2 From the Accounts sub window select the Patient B you wish to process a payment for 1 3 Once the Patient is highlighted select the Transactions button C to begin processing the transaction E Elixir registered to DEMO DATA SET 1 User Administrator C Elixir SSOL MDLDATA FDB Mindows32 The ultimate in medical practice managem P UTOMATION CLINICAL FINANCIAL MEDICAL PRACTICE TARIFF MEDICINE STOCK Elixir accounts T cred coc notes 88 Devendente Lrensactons jiems _ Query all Locate to All due R 1151 54 U
9. nallocated R 1151 54 Current R 0 00 In credit R 1151 54 30 days R 0 00 60 days R 0 00 Patient due R 0 00 Liability 90 days R 0 00 Medical due R 1151 54 Over 90 R 0 00 iw IK 1 4 The Elixir account transactions screen is now displayed Copyright Nexion SA Pty Ltd 6 Integration Addendum Nexion Payment Solutions Account Elixir account transactions All items Nexion Call Centre 0861 NEXION 639 466 Transactions ec Your code Indicators Units Dependent Tooth Teeth Description a 30 07 2007 P CASH 1 PAYMENT RECEIVED PATIENT CASH P CARD 1 PAYMENT RECEIVED PATIENT CREDIT C P CARD 1 PAYMENT RECEIVED PATIENT CREDIT C 0190 1 DERICK 26 064 957 New and established patient Consultatio 0190 1 DERICK 26064 957 New and established patient Consultatio P CARD 1 PAYMENT RECEIVED PATIENT CREDIT C P CARD 1 PAYMENT RECEIVED PATIENT CREDIT C P CARD 1 PAYMENT RECEIVED PATIENT CREDIT C Description All due R 423 14 60 days R 0 00 Current RO 00 90 days R 0 00 30 days RO 00 Over 90 R 0 00 1 5 Click the Credit button A to begin entering the payment information on the following screen Elixir credit entry for account 00001 MR D J COETZEE Medical PRIVATE MEDICAL AID 123 Payment
10. s screen is now displayed Click on the A Electronic card payment options tab and then click on B the Nexion tab Elixir system options Diary options Dispensing preferences EDI optio Electronic card payment options Electronic card payment options ACS Keypad active Ww Installation Path e Program Files Nexion E Merchant ID h 234 E EEE fr F Be O NNLLA Click in the Keypad active C check box so that a tick appears This enables the Nexion electronic card payment terminal Ensure that the Installation path D is C nexion3 Standalone Enter the Merchant Number in the Merchant ID field E The Merchant ID will be supplied by Nexion Nexion Call Centre on 0861 NEXION 639 466 In order to obtain your Merchant number Once All fields have been completed click on the Accept button F to save changes Copyright Nexion SA Pty Ltd 3 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 B Setting Elixir credit codes to operate the Nexion application The Elixir transaction credit code must be setup Please do the following 1 From the Elixir main menu select File option Elixir registered to DEMO DATA SET 1 User Administrator C ElbariSOLMDLDA TA FOB AE Reports Tools EDI System Help Accounts or MED e MaSS Pty Lid regional office Automation CLINICAL FINANCIAL MEDICAL PRACTICE
11. t concerned must be activated hnical Centre on 0861 NEXION 639 466 gt 5 Copyright Nexion SA Pty Ltd Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 Elixir credit code type editor fx Credit code type details Your code P CARD Published code o Afrikaans description Betaling ontvang Pasient kredietkaart English description Payment received Patient credit card Ledger account BANK ACCOUNT PATIENT PAYMENTS Medical tund as source iw Enable bank terminal Journal item W Receipt printing Bad debt Discount item b EHE E BEBE af Accept chl Exit 4 Enter the Credit Card Code you would like to use when processing a Credit Card Payment on Nexion in the Your code A field i e P Card or Nexion Credit Card 5 Enter the Published code supplied by the Mede Mass installer in the Published code field B 6 Enter a Description for the payment type in English or Afrikaans in the fields C amp D 7 In the Ledger account field select BANK ACCOUNT PATIENT PAYMENTS from the drop down menu E 8 Click the Enable bank Terminal checkbox F a tick appears 9 Click the Receipt printing checkbox G a tick appears PLEASE NOTE he Receipt Printing option must be selected as you are required to print two receipts for any Credit Card Transaction A signed copy of the Receipt must be retained by t
12. ue Select Cash tender Type nxAgent version 3 6 4 17 Please select the type of cash payment below Type 2 2 Atthis point a Cash receipt will be displayed The preset number of cash receipts will also automatically be printed to your default printer Copyright Nexion SA Pty Ltd 10 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 The Nexion Receipt nxAgent version 3 7 10 20 Successful Credit Card Transaction Merchant Nexion 5A Unit 16 Block 1 Northgate Island yeterplaat License NEXT7T700N00010002 Date 2013 10 30 13 42 53 Tran Ref DEB 01820 Mem Ret J Smith Hexion Ret 26497 Authid 348451 Merchant ID 000002191901165 Terminal ID 00001292 Card Type Credit Card o aeea eee ee Amount R 430 00 I agree to pay this amount as per my cardholder agreement Cardholder FTA AG ng eel eo rN Pe PE RU ie oP EE 2 3 The receipt will print automatically to the default printer click on Complete If the receipts did not print for any reason click the Reprint button and a single receipt will be re printed nxAgent version 37 02 a Bere Complete a a EE The Email button allows the users to send the receipt via email to a specific email address Email To Email Address Copyright Nexion SA Pty Ltd 11 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 46
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