GoodX integration appendix to Nexion User Manual v2 6

8/14/2019 GoodX integration appendix to Nexion User Manual v2 6

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Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 639 466 Version 2.5.1

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Copyright Nexion SA (Pty) Ltd - 1 -

Payment Solutions for Service Providers

Appendix 9 to Nexion User Manual V2.6

17 July 2007

Nexion Good X Integration


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Introduction

Dear User

We want to thank you for choosing Nexion to manage your payments. We will do our utmost to support you inany manner possible and hope your experience with us will be a memorable one.

Nexion payment solutions and Good X now provide you with everything you need to manage your practice fromwithin a single solution.It is a single system for accepting, processing and reconciling all forms of payment, automatically eliminatingduplication.These Payment options cover Credit Card, Debit Card, Direct Debit and Cash records.Nexion also provides you with a reporting facility accessible to you anytime into the past, present and future thusgiving complete transparency to your cash flow in addition to the powerful management benefits of Good X.

Thank you for your business.

Please do not hesitate to call us should the need arises or if your have any queries what so ever.

Nexion Call Centre: Technical Support

0861 NEXION (639 466)


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INDEX Page

Introduction 2

Processing Payments 4

A.) Payments originating from GoodX 4

The Nexion Payment screen 8

B.) Payments originating from Nexion Standalone 10

Logging on and Starting the Nexion Application (nxagent.exe) 10

Processing payments through Nexion 11


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A. Payments originating from Good X

1. Once you have logged on to the Good X Practice Management System to Process a Payment proceedby double clicking the Cash Register Icon (A) on the Good X main Menu.

2. Highlight the Cash Register (B) you wish to use by single clicking it and then clicking OK (C).

3. The Point of Sale Screen is now displayed. Select Patient payments (E) from the Cashbook option(D) in the Point of Sale Menu as displayed in the illustration below.

A

B

C


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4. The Select entity menu is now displayed. Select the Entity (F) for which the payment is being processedand click OK (G).

5. Select the Patient concerned (H) from the Account list and click OK (I) to begin processing thepayment.

F

D

E

G


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6. Fill in the Amount of the transaction about to be processed in the Amount to allocate field (J) then clickcontinue (K).

7. Select the patient from the list and double click in the Amount column (L) to allocate the fundsconcerned then click Done (M).

J

H

K

I


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8. Select Card Payment (N) then click the Nexion button (O). The Nexion Agent will now be displayed

Please Note:Good X will pre populate the amount, Transaction reference and Member reference into there respectivefields. These fields will be grayed out on the Nexion Payment Details Screen as shown in point 9

L

N

O

M


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The Nexion Payment screen

Please Note:All payment information is automatically pre-populated. These details will appear on the PatientsReceipts and Nexion Reports. The displayed information cannot be edited.The Reference information is as follows:

(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 Good X forthat specific patient and will be displayed on the Nexion Report under Transaction Ref#.

(E) Member Ref#: This is the Good X Account Number for that specific patient and will bedisplayed on the Nexion Report under Member Ref#.

(F) Bank Auth#: This field only needs to be completed upon request from the bank. ASpecific Declined reason will determine this. Please refer to Chapter 9, Page 48 of theNexion User manual for a list of declined reasons.

(Please refer to Appendix 7 of the Nexion User Manual on how to obtain a authorization number. )

(Please refer to Ch6, Pg 33 for further information and instruction on the Nexion Reports.)

A

B

C

D

E

E


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9. Please click Process Card Transaction

10. A screen will be displayed, prompting the user to swipe the card, or press cancel on the terminal to do amanual transaction.

11. If you want to do a credit/debit card transaction, swipe the card through the slot on the side of the paypoint terminal, with the magnetic strip at the bottom of the card facing toward the terminal.

(For manual transactions press cancel on the terminal and refer to Ch3, pg27 in the Nexion user manual).


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12. You will be prompted on the terminal to select an account type:

If the card is a Debit Card* Choose option # 1 for Savings # 2 for ChequeConfirm with Cardholder if debit card is linked to a savings or current account

Refer to the LOGO on the card; Logos 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, choose option # 3 for Credit card.If in doubt refer to the LOGO on the card, Logos with Visa, Master Card, American Express or DinersClub are credit cards.

In the case of a credit card, the option to deduct an amount on a straight or budget facility is displayedon the terminal. If the client requests a budget option, select the number of months as prompted on thescreen or select option 1 to continue.

13. The terminal will now prompt you to re-confirm the transaction amount by pressing the green enter keyon the pay point terminal.

At this point the transaction will be processed and the result displayed on the terminal by means of anApproved or Declined message.

(See Ch5, pg 32 of the Nexion Users Manual for instructions on declined transactions and Ch9,pg 50 for Declined Reason Codes)

Regardless of the outcome of the transaction, two receipts will automatically be printed to your defaultprinter.

For any queries regarding Nexion please call our Call Centre on

0861 639 466


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B. Payments originating from Nexion Standalone

(Refer to Ch2, pg 5 of the Nexion user Manual)

2.1) 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. (You can also activate the system by clicking on Start, Programsand selecting Nexion.)

2.2) 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 on0861 439 466 or refer to Ch2, pg8 of this Nexion User Manual)

2.3) Click in the Password space and Type the default Password: Nexion (lower case)

(To change your password please refer to Ch2, pg7)

2.4) After you have successfully logged into Nexion, the main menu will be displayed.

The Nexion Application (nxagent.exe) is now successfully running and Payments can now beprocessed through Health Focus-Eminance.

2.5) You can minimize Nexion on your screen.


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Processing Payments using Nexion Standalone

When a Patient is not registered within Good X the following method is used, allowing you to processpayments outside of the Good X A.

3.1) Click on the Nexion Icon (Log on if Nexion is not already running. See section above on starting theNexion application or refer to Ch2, pg4 of the Nexion user manual.)

After you have successfully logged into Nexion, the main menu will be displayed.

3.2) Click on the Payments button.

3.3) Choose a merchant to be credited on this transaction from the drop down box. (If only one merchant isregistered on your site, dropdown will default to the correct merchant.)

3.4) Type in the amount of the transaction.(Minimum transaction R20.00, maximum transaction R50000.00)

3.5 Type in Transaction Ref # (This can be an invoice or file number) and Member Ref #: (This can beyour clients name).These references used are at your discretion and will allow you to identify thetransaction on your reports and reprinted receipts.


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3.6 Click the Process Card Trxn button for a credit/debit card Transaction or click Record Cash torecord cash transactions using the same fields for References as in point 6.

3.7 A screen will be displayed, prompting the user to swipe the card, or press cancel on the terminal to do amanual transaction.

If you want to do a credit/debit card transaction, swipe the card through the slot on the side of the paypoint terminal, with the magnetic strip at the bottom of the card facing toward the terminal.

(For manual transactions press cancel on the terminal and refer to Ch3, pg13 in the Nexion usermanual).


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3.8 You will be prompted on the terminal to select an account type:

If the card is a Debit Card* Choose option # 1 for Savings # 2 for ChequeConfirm with Cardholder if debit card is linked to a savings or current account

Refer to the LOGO on the card; Logos 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, choose option # 3 for Credit card.If in doubt refer to the LOGO on the card, Logos with Visa, Master Card, American Express or DinersClub are credit cards.

3.9 In the case of a credit card, the option to deduct an amount on a straight or budget facility is displayedon the terminal. If the client requests a budget option, select the number of months as prompted on thescreen or select option 1 to continue.

3.10 The terminal will now prompt you to re-confirm the transaction amount by pressing the green enter key

on the pay point terminal.

3.11 At this point the transaction will be processed and the result displayed on the terminal by means of anApproved or Declined message.

(See Ch5, pg 32 of the Nexion Users Manual for instructions on declined transactions and Ch9,pg 50 for Declined Reason Codes)

Regardless of the outcome of the transaction, two receipts will automatically be printed to your defaultprinter.

For any queries regarding Nexion please call our Call Centre on

0861 639 466

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GoodX integration appendix to Nexion User Manual v2 6

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