Final Intergration appendix to the Nexion User Manual v2.5.1
Contents
1. E under File to save the changes made 10 Select the next payment type and repeat steps 5 to 9 above Please Note Payment types used by nexion are Credit Card Cash and Cheque Copyright Nexion SA Pty Ltd 4 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 1 Atthe Eminance main menu go to Utilities Defaults Practice Defaults DR NAME SURNAME ME ox Patient Transactions Dispensary Creditors Reports Maintenance Admin Utilities Help v Auto Reports d fy System Account Defaults imi Downloads Defaults Diary Defaults Af Tools 4 Discount Plans e Change Practitioner E Link Default Global Discounts Medical Defaults Navis Defaults Pastel Defaults EminancE u System Defaults e Log Off Transaction Defaults Eye Clinic Request Defaults HEALTH FOCUS 0861 110011 2 Inthe Practice Defaults menu highlight the practice to be integrated with Nexion and click the edit icon File Help a NAME NUMBER LICENCE NO k HFINTERNAL 1500000 308952 Copyright Nexion SA Pty Ltd 5 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 3 In the Practice Default Edit screen the Active box must be ticked for integration to occur The Licence ID must be left blank for integration with groups multiple merchants to work correctly Practice Name HF INTERNAL Address 1 112. BS Cards 2 Diagnosis EA Discount Plan fen Group Entry fen Marketing Ges Notes f Patient Group zi Recalls a Referred qe vitals Medizwitch 1 5 Click on the 1 6 Copyright Nexion SA Pty Ltd FIELD NUMBER ID NUMBER BIRTHDAY MEDBICAL AID MEMBERSHIP NUMBER FILE NUMBER HOME TELEPHONE NUMBER WORK TELEPHONE NUMBER CELL NUMBER FAS NUMBER USER DEFENDANT NUMBER LANGUAGE OCCUPATION RELATIONSHIP PRACTITIONER ALERT MESSAGE DLIE DATE EDI METHOD ACCOUNT BALANCE EMPLOYER Messages Patient ID HUMBER nts Button D The Payments Screen will now be displayed 16 09 1925 CAPE MEDICAL PLAN ar41 aC 6741 0218729358 ENGLISH STATIONARY STOCK ID NUMBER OEDI 730 56 Dail E Link Maint Invoice ae Payme E Journal Me Credit Mote Enquiries Statement ih Family History iu Hide Transactions I Menge SML es Mates Quote View Transactions ces Credit Control Motes Promise Pay F1l0 to view notes For this patient Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 4 Payments DR GERT VAM EEDEN 000002 RW KMOBEL CAPE11 HEALTHPACT GOLD ACUTE File Help Additional ki O 24 amp or ab Patient Is Linked To A Discount Plan Address 1 4 MONTE CHRISTO AVENUE Debits To Date 2941
3. own PAARL 764E Last Credit Date 1 Account Balance 0756 INDIVIDUAL PAY E 18 08 2007 1 9 Fill in the Reference the Reference field provided This is not a mandatory field 1 10 Click the Save button H to Save the payment information 1 11 At this point the Nexion payment screen will then appear Copyright Nexion SA Pty Ltd 10 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 The Nexion Pavment screen nexion N 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 Elixer for that specific patient and will be displayed on the Nexion Report under Transaction Ref E Member Ref This Account Number for that specific patient and will be displayed on Copyright Nexion SA Pty Ltd 11 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 Cash Cheque EFT or Bank Medical Aid Transactions 2 1 Ihe Nexion Payment screen is now displayed Transaction Refi Nexion fully functional Member Refi User Ref Bank Auth 2 2 Select the Tender Type from the list to continue The r
4. 70 Patient Liable 430 50 Credits To Date 3672 56 Medical Aid Liable 0 00 Province Last Debit Date 23 05 2007 Unallocated Credit 1161 36 Town PAARL 7646 Last Credit Date 1 Account Balance r 30 86 5 tt INDIVIDUAL PAYMENTS mol Iu B 19 08 2007 1 7 Fillin the Transaction Type Code or look it up by clicking the 3 dots under Tx Type E and selecting it As displayed below Transaction Types Look Up File Help OD it Ga Sort Search CODE where 12006 ENGLISH DESCRIPTION AFRIKAANS DESCRIPTION WAT PERCENTAGE PAYMENTCODE _ 5_ DISCOUNT KORTING 14 F _ DIRECT BANK DEPOSIT DEREKTE BANK DEPOSITO 14 7 PC CHEQUE PAYMENT TJEK BETALING 14 T PD CASH PAYMENT KONTANT BETALING 14 T MEDICAL AID PAYMENT MEDIESE FONDS BETALING 14 7 POSTAL ORDER PAYMENT POS ORDER BETALING 14 k PV CREDIT CARD PAYMENT KRHEDIET KARD BETALING RF REFUND REVERSAL TERUGBETALING 14 F 1 8 Enter the amount to be paid in the Amount F field provided 7 Payments DR GERT VAN EEDEN E000002 RW KNOBEL CAPE11 HEALTHPACT GOLD ACUTE PES File Help Additional a ar RU ES ou Patient Is Linked To A Discount Plan Address 14 MONTE CHRISTO AVENUE Debits To Date 2941 70 Patient Liable 43050 Credits To Date 3672 56 Medical Aid Liable 0 00 Province Last Debit Date 23 05 2007 Unallocated Credit 1161 36
5. be displayed And the Nexion icon will appear on the taskbar bottom right Rn Standalone 3 8 9 29 File Tasks Settings snu Options n ex 5 Standalone Transaction ums Obtain Pre authorization Generate Reports Register Debit Order Party Reprint Receipts Deposit Cash amp Cheque Process Refund Copyright Nexion SA Pty Ltd 7 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 Health Focus Eminance B Payments originating from Nexion Standalone In order to process payment patients NOT registered on Eminance A To process payments originating from Health Focus Eminance 1 1 Click on the Patient Wizard link A in the main menu c commerce Patient Wizard 22 j f c A HEALTH FOCUS 0861 110011 Patient Wizard Ctrl P 1 2 The Patient wizard screen is now displayed Patient Wizard Fie Help Additional Patient Invoice a Paument 1 3 Select the Patient by clicking on the Look up Patient icon B Copyright Nexion SA Pty Ltd 8 Integration Addendum Nexion 7 Patient Look Up File Help Additional cr i sot ACCOUNT M F CATHARINA CARIN ANTON CSM w MONICA D MJ Y JH PIERRE DAH DS BN EL LANDI
6. to your default printer Copyright Nexion SA Pty Ltd 14 Integration Addendum Nexion Payment Solutions The Nexion Receipt nxAgent version 3 7 Successful Credit Card Transaction Merchant Nexion SA lUnit 16 Block 1 Northgate Island ysterplaat Cape Town License NEX7700N00010002 Date 2013 10 30 13 42 53 Username Payment Receipt Trxn Ref DEB 01820 Mem Ref J Smith Nexion Ref 826497 AuthId 348451 Merchant ID 000002191901185 Terminal ID 00001292 Card Type Credit Card 5221 1234 Amount R 430 00 I agree to pay this amount as per my cardholder agreement Cardholder aaler garh e cies ee ae a e oaaae a B Payments originating from Nexion Standalone 1 Refer to steps A1 11 3 2 Nexion Call Centre 0861 NEXION 639 466 For any queries regarding Nexion please call our Call Centre on Copyright Nexion SA Pty Ltd 0861 639 466 15
7. Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 nexion Bb Payment Solutions for Service Providers User Manual Addendum for Eminance Users Copyright Nexion SA Pty Ltd 1 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 INDEX Page Setting up Nexion on Health Focus A Refer to the Nexion Installation setup on page3 3 Transacting with Nexion A Payments originating from Eminance 8 B Payments originating from Nexion Standalone 11 Copyright Nexion SA Pty Ltd 2 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 Setting Up Nexion on Health Focus In order to process payments from Eminance using Nexion you need to set up which payment types will be required Adding various payment types 1 Start up Eminance Eminance Main Menu Patient Transactions Dispensary Creditors Reports Maintenance den Debtors LU Diary Dispensary d Elink W Ipas 4 Macro Medical Aid mis e Mirns ib Patient Pathology Z Postal Codes r ic Practitioners BE Patient Wizard Rate E Tarifs fem Tariff Calculation Facility 2 Goto the Maintenance option A in the Eminance main menu 3 Select System B from the menu 4 Sele
8. MAN ROAD rr 1500000 0 Address 2 HOUT BAY 0 VAT Ma 45000000 Address 3 5 Licence Number 308952 Address 4 Telephone 1 1021 7901124 Address 5 Telephone 2 0861 11 0011 Address Fax Number 1021 7907430 05 PostalCode _ 780 d Practice Type General Medical Practice Email Address Bank Details 1 Bank Details 2 No chive wv Banking Details Bank Mame HF BANK Branch Ma HODIDO 505 Account Ma 100110000110 Account Mame HF INTERNAL Health Focus Eminance is now ready to be used in conjunction with Nexion Copyright Nexion SA Pty Ltd 6 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 Starting Up the Nexion Application Before any transactions can be processed using Eminance the Nexion Application Nxagent exe needs to be started 1 Logging on and starting the Nexion Application nxagent exe Start the program by double clicking the Nexion icon on your desktop The User Login screen is displayed pm nexion lom Get Settings Click on the Username space and a drop down list will appear with your username in it If your name is not displayed in the list please call our Nexion Call Centre on 0861 NEXION 639 466 Click in the Password space and Type the default Password nexion lower case After you have successfully logged into Nexion the main menu will
9. ct TxTypes C from the sub menu this will have all payments relevant to your practice Copyright Nexion SA Pty Ltd 3 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 DR GERT VAN EEDEN Transaction Types Look Up 7 Transaction Types Edit English Description CREDIT CARD PAYMENT Afrikaans Description KREDIET KARD BETALING Vat STANDARD RATE Debit Credit GOODS RETURNED VOUCHER GOODS RECEIVED VOUCHER IN INVOICE IT INTEREST JC JOURNAL CREDIT J JOURNAL DEBIT OV OVER VARIANCE PB DIRECT BANK DEPOSIT PC CHEQUE PAYMENT CASH PAYMENT PE EDI PAYMENT INTEREST PAYMENT LAYBYE PAYMENT MEDICAL AID PAYMENT POSTAL URDER PAYMENT CREDIT CARD PAYMENT Medical Aid Payment Payment Code Stock Creditors Refund Nexion Additional Print Receipt Label 111 s 1 Lab Order Open Cash Drawer STOCK IN S0 STOCK OUT Uv UNDER VARIANCE WO WRITE OFF 5 Select the first type of payment that will be processed by Nexion A i e CREDIT CARD PAYMENT 6 Click the Edit Icon B 7 Towards the bottom of the screen you will see Nexion under the heading Type of Code C Click the checkbox next to Nexion and Payment Code so that a tick appears 8 Under the Used within section please tick the checkbox next to Individual Payments D 9 Click on the Disk Icon
10. eceipt 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 3 7 10 2 Successful Credit Card Transaction Merchant Nexion SA Unit 16 Block 1 Northgate Island NEX7700N00010002 lt 2013 10 30 13 42 53 Card Payment Receipt Trxn Ref DEB 01820 Mem Ref J Smith Nexion Ref 826497 AuthId 348451 Merchant ID 000002191901185 Terminal ID 00001292 Credit 52214 1234 R 430 00 I agree to pay this amount as per my cardholder agreement Copyright Nexion SA Pty Ltd 12 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 2 3 The receipt will also be displayed on your PC screen to finalize the transaction click on Complete Clicking on Email allows the users to send the receipt via email to a specific email address Clicking on Reprint will reprint the receipts In case of printer malfunction nxAgent version 1710 2 NN Transaction Ref GWILL1996 Mexion fully functional Member Ref Mr G Williams eR Bank Auth 3 Next single click the Process Card button 3 1 A dialog box will be displayed prompting the user to swipe the card Present card Copyright Nexion SA Pty Ltd 13 Integration Addendum Nexion Payment S
11. olutions Nexion Call Centre 0861 NEXION 639 466 3 2 lf you want to do a credit debit card transaction swipe the card through the slot on the side of the pay point terminal with the magnetic strip at the bottom of the card facing toward the terminal 1 You will be prompted on the terminal to select an account type If 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 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 2 The terminal will now prompt you to re confirm the transaction amount by pressing the green enter key on the pay point terminal 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 receipts will automatically be printed
12. zB 1 4 r Patient Wizard File Help Additional Search ACCOUNT Payment Solutions Od amp COETZEE AN COETZEE EMOBEL Pw KOCH F KOCH CH KOCH KOCH ROSSOUG CoM WEBB MW WEBB VAN GRAAN H D VAN WANG Y PADLE GOUS P SWART FOUCHE GAUNT GAUNT WHEELER WHEELER DU TOIT 0823541157 823941157 1839534 731 0625659137 837213153 Dz222279320 052956502 12 05 1933 0219191618 3 11 1335 15 08 1825 0218725 29 09 17 960 002433043 29 03 1960 0224332431 04 08 1995 0224332431 20 10 1985 0224332431 12 02 1934 0213874380 04 02 1950 0213883485 04 02 1950 0213883485 15 08 1981 0213035373 14 09 7956 0213035370 24 05 1930 0215541858 12 05 1935 02153313034 25 06 1965 0218722006 2 12 1931 0287542055 05 02 1954 0422731435 5 05 1922 0218554122 08 07 1918 0218554122 21 07 1956 0215573534 15 04 1981 0215573534 25 01 1940 0218854508 021542941 021557614374 Nexion Call Centre 0861 NEXION 639 466 where ACCOUNT SURNAME INITIALS CELL PHONE BIRTHDAY TELEPHONE TELEPHONE wj ID NUMBER 71021150311 71021150511 0224332274 34021200231 1021150311 5609140180 0218721451 3112025025 56021 1 256 4007 2550250 3 lowe Account 000002 i Patent Postal Address Physical amp ddrezss 39 Business Address Account Financial Ed Statement Message EE Allergies al Authorisation
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