Credit Card Functionality in IMS
Updated Date: 3/28/2011Table of Contents
Basic setup to enable the Credit Card facility ... 3
1.1Installation of Magswipe configuration software ... 3
1.2Configuration settings of Magswipe device ... 4
Setup of IMS Modules to enable the Credit Card Functionality feature ... 8
1.3Set the parameter ... 8
1.4Enter the ID and Password provided ... 9
1.5Set the User Parameters ... 10
Utilizing the Credit Card functionality in IMS. ... 11
1.6Posting the payment through CICO screen ... 11
1.7Posting the payment through Patient Payment Posting screen ... 12
1.8Refund the payments through Refund screen ... 14
1.9Refund through Patient Ledger screen... 15
1.10Credit card report ... 16
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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-334133B.
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.
1.2 Configuration settings of Magswipe device
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
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Magswipe Configuration Utility screen appears.
Click the “Change Basic Reader Settings” tab from left side of the Magswipe Configuration Utility screen.
Select the tab “Track Settings” and remove values from “Track Separator” and “Terminator”. Click the “Change
Basic Reader Settings”
tab
Select the Tab “Track Settings”
Place the cursor at “Terminator” field and press Ctrl + Q. Then click the “Send to MSR” button.
Remove the Values and Place the cursor at the
Terminator field
Press Ctrl+ Q
Click “Send to MSR” button
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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
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”
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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.
Enter Merchant Id and Enter Merchant Key provided. Double Click on
Credit Card Parameters
Credit Card Parameters Screen opens
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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
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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 donesuccessfully”.
On this Merchant Response screen user can see the Order confirmation number.
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.
On processing the card if all the details are correct a Merchant Response screen appears, displaying a message with status as “Transaction donesuccessfully”.
On this Merchant Response screen user can see the Order confirmation number. Select the Payment
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You may now swipe your card using the Magnetic Swipe Reader.
1.8 Refund the payments through Refund screen
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.
On processing card, the Merchant Response screen pops-up with the status displaying
“Successful”.
Select the refund type as “Credit Card”
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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”.
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.
Click the
Refund Button Enter the Refund
Amount
Select the Refund Type as “Credit
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.
1.10 Credit card report
User can see the credit card transaction through report. Go to Reports >> Billing >> Receipt >> Credit card by all options.
