Appendix 9 to Nexion User Manual v2.6
Contents
1. 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 From the Transactions window highlight the invoice A you wish to allocate the transaction funds to 1 6 Once the invoice is highlighted click the Credit button B 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 details Allocation Select Additional ea Allocated Ronn R 423 14 Amount R 100 20 Remainder R 100 20 Current R 0 00 2070872007 w Due analysis 30 days P CARD Ei Pati BO d Document Test 20 Aug OF Medical due R 423 14 H a Transactions Prior paid uel Now yment Medic zal liak liab le Pa atient liab lel Units P ependent 4 1 7 Enter the amount A to be processed Minimum transaction R20 00 maximum transaction R50000 00 1 8 Select the Payment type B from the Type drop down selection box 1 9 Enter the Document Information C used to reference the transaction within Elixir 1 10 Once all fields have been completed Click Accept D to continue Copyright Nexion SA Pty Ltd 8 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 1 11 The following confirmation box will be displayed click Accept to continue without any change or click2. Cancel to amend transaction details Elixir Credit not fully allocated F fx Continue with processing Warning 1 12 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 2 Record Cash Trxn and follow the Instruction Cash Transactions bellow 3 Process Card Trxn and follow the Instruction Credit Debit Card Transactions bellow Copyright Nexion SA Pty Ltd 9 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 The Nexion Payment screen nxAgent version 2 0 0 50 po nexion ea Payment Details a Merchant MedeMass Amount 100 20 Message of the day Currency ZAR South African Rand Transaction Ref 23 Member Ref ooon Bank 4ukh Record Cash Tren the payment solution Cancel Please Note All payment information is automatically pre populated These details will appear on the Patients Receipts 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
3. PATIENT PAYMENTS from the drop down menu E 8 Click the Enable bank Terminal checkbox F so that a tick appears 9 Click the Receipt printing checkbox G so that a tick appears PLEASE NOTE The 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 the merchant in case of a chargeback by the bank The second copy is given to the patient as proof of payment Copyright Nexion SA Pty Ltd 6 Integration Addendum Nexion Payment Solutions A 1 1 1 2 1 3 1 4 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 Card Transactions originating from Elixir will automatically be reconciled to Elixir Any other payment processed outside of this method must still be reconciled to Payments originating from Mede Mass Elixir Select the Accounts tab A The Elixir accounts window will now be displayed From the Accounts sub window select the Patient B you wish to process a payment for Once the Patient is highlighted select the Transactions button C to begin processing the transaction E Elixir registered to DEMO DATA SET 1 User A
4. SA Pty Ltd 13 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 1 1 1 2 1 3 1 4 Payments originating from Nexion Standalone When a Patient is not registered within Mede Mass Elixir the following method is used allowing you to process payments outside of Mede Mass Elixir Refer to Ch2 pg 4 of the Nexion user Manual Logging on and starting the Nexion Application 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 Programs and selecting Nexion UserLogin a exion Password Get settings Cancel Click on the Username space and a drop down list will appear with your username displayed Please note If your name is not displayed in the list please call our Nexion Call Centre on 0861 NEXION 439 466 or refer to Ch2 pg 8 of the Nexion User Manual Click in the Password space and Type the default Password Nexion lower case To change your password please refer to Ch2 pg7 Click the Login button to begin Copyright Nexion SA Pty Ltd 14 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 Processing Payments 2 1 After you have successfully logged into Nexion the main menu will be displayed Nexion Main Menu Standalone File Tasks Menu Options Member Maintenanc
5. 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 E Member Ref This is the Elixir Account Number for that specific patient and will be displayed on the Nexion Report under Member Ref Copyright Nexion SA Pty Ltd 10 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 2 Cash Transactions 2 1 Click the Record Cash Trxn button At this point you will be prompted to select the cash payment type Cash Cheque E F T or Medical Aid Cash Type Please select the type of Cash Payment below Type Cash Ca 2 2 Select the Cash Tender Type from the type drop down list and click Continue 2 3 Atthis point a Cash receipt will be displayed by your default Reader i e Foxit Reader The preset number of cash receipts will also automatically be printed to your default printer See Chapter 2 Pg 6 for instruction on how to set the default number of receipts The Nexion Receipt fnexion l hisdeMasa i aa Date 2007811 1507 53 Payment Famicom Fl 1S tah Marmtiar ILF P wines Refertnce Humba 025 Start Dals IICA Auha beann OH hlaerm ant Tiia ar OS ENAA Tamira De Ret 070971750755 C
6. oe te ee ees MEDICAL PRACTICE TARIFF MEDICINE stock Colour setup Practice details setup Advanced options Statements messages System options 3rd party setup NUSOL system b 2 The Elixir system options screen is now displayed Click on the A Electronic card payment options tab and then click on B the Nexion tab Elixir system options da Diary options Dispensing preferences EDI option Electronic card payment options ancia periods Intelica Printing control codes Printing prefere 4 Electronic card payment options x ACS Hexion Keypad active he Installation Path c Program Files Nexion a Merchant ID 234 3 Click in the Keypad active C check box so that a tick appears This enables the Nexion electronic card payment terminal 4 Ensure that the Installation path D is C Program Files Nexion 5 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 6 Once All fields have been completed click on the Accept button F to save changes Copyright Nexion SA Pty Ltd 4 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 B 2 Setting Elixir credit codes to operate the Nexion application The Nexion terminal mu
7. Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 Payment Solutions for Service Providers Appendix 9 to Nexion User Manual v2 6 Nexion Mede Mass Elixir 2 82 Integration Copyright Nexion SA Pty Ltd 1 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 INDEX Babe fntroduchon oN a E 3 Setting p Nexion on EIIE cw heh wt toh oh ies ho 4 A Enabling the Nexion application on Mede Mass Elixir 4 B Setting Elixir credit codes to operate the Nexion application 5 Tra sacting With Nexio cance a ath eats Bolte Slt 7 A Payments originating from Mede Mass Elixir 7 FG Nexon Payment Sorem eege ee 10 Cash TransacUonS perrera 11 Gard amp Debit Card Transaction S cee ete ee 12 B Payments originating from Nexion Standalone 14 Logging on and starting the Nexion Application 14 Processing pay manlS mosi ee daa 15 Copyright Nexion SA Pty Ltd 2 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 Introduction Dear User We want to thank you for choosing Nexion to manage your payments We will do our ut
8. NAL KREDIETJOERNAAL DEBIET AFGEHAAL CREDIT JOURNAL DEBIT REMOVED AUTOCREDIT REGSTELLINGSKREDIET CORRECTIONAL CREDIT BAD DEBT SKULD AFGESKRYF DEBT WRITTEN OFF Select the Credit item tab and double click on the P Card code to edit the payment code properties Please Note In Order to record Cash Transactions through Nexion The Merchant concerned must be activated for this functionality Please contact The Nexion Technical Centre on 0861 NEXION 639 466 Copyright Nexion SA Pty Ltd 5 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 lt Published code pe Afrikaans description Betaling ontvang Pasient kredietkaart English description Payment received Patient credit card lt Ledger account BANK ACCOUNT PATIENT PAYMENTS Medical fund as source if Enable bank terminal M Journal tem Ww Receipt printing Bad debt Discount tem 4 Enter the Credit Card Code you would like to use when processing a Credit Card Payment through Nexion in the Your code A fieldi 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
9. SA Pty Ltd 12 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 The Nexion Receipt nexion ww MedeMass Jhb Gauteng 1001 MedeMass2610026 Date 2007 08 29 10 59 45 Payment Amount R 26 00 Member ID 00001 Reference Number 32 Start Date 29 08 2007 Authorisation BANKER Merchant Code 471035100123444 TerminallD 00600026 Ref 070829105945 Card type Credit Card number 6636 SUBJECT TO NEXION STANDARD TERMS amp CONDITIONS AVAILABLE ON REQUEST For any enquiries regarding this transaction call our call centre on 0861 639 466 hereby agree to pay service provider as per terms specified above NONU aeae aA ASEEN Switched by Concorde Solutions Powered by Nexion 3 7 To confirm that the receipts have printed click on the Yes button If the receipts did not print for any reason click the No button and a single receipt will be re printed Confirm P5007 Did 2 receipts print correctly IF not Select Wo and one receipt will be reprinted 3 8 For additional copies of this receipt or a previous receipt a copy can be generated selecting the reprint receipt option on the main menu See Chapter 6 Pg 41 of the Nexion User Manual for further instructions or please call the Nexion Call Centre on 0861 639 466 See Ch5 pg 32 of the Nexion Users Manual for instructions on declined transactions and Ch9 pg 50 for Declined Codes Copyright Nexion
10. 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 2 9 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 the preset Number of receipts will automatically be printed to your default printer 2 10 To confirm that the receipts have printed click on the Yes button If the receipts did not print for any reason click the No button and a single receipt will be re printed Contirm P5002 Did 2 receipts print correctly s IF not Select No and one receipt will be reprinted 2 11 For additional copies of this receipt or a previous receipt a copy can be generated selecting the reprint receipt option on the main menu See Chapter 6 Pg 41 of the Nexion User Manual for further instruction or please call the Nexion Call Centre on 0861 639 466 See Ch5 pg 32 of the Nexion Users Manual for instructions on declined transactions and Ch9 pg 50 for Declined Codes Nexion Help Desk 0861 NEXION 639 466 Copyright Nexion SA Pty Ltd 17
11. as in point 2 5 Please Note To activate the Cash Functionality in Nexion Please contact the Nexion Call Centre on 0861 NEXION A screen will be displayed prompting the user to swipe the card or press cancel on the terminal to do a manual transaction Transaction Status Swipe card or press cancel on the pin pad for manual transaction For manual transactions press the Cancel button on the terminal and refer to Ch3 pg 13 in the Nexion user manual 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 Copyright Nexion SA Pty Ltd 16 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 2 7 You will be prompted on the terminal to select an account type If the card is a Debit Card Choose option 1 for Savings or 2 for Cheque Confirm with Cardholder if debit card is linked to a savings or current account 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 choose option 3 for Credit Card If in doubt refer to the LOGO on the card Logos with Visa Master Card American Express or Diners Club are credit cards 2 8 In the case of a credit card the option to deduct an amount on
12. ash SUBJECT TO NEAION STANDARD TERMS amp CONDITIONS AVAILABLE ON REQUEST For emy emyr es garding thes Tansecthon call or call Serine on OME Gis a lhoreby agres in pay sardo provider as por bors specified above Satichad ity Corta SAn Powernd iby Hexion 2 4 To confirm that the receipts have printed click on the Yes button If the receipts did not print for any reason click the No button and a single receipt will be re printed Confirm Pi P5002 Did 2 receipts print correctly S TF nok Select No and one receipt will be reprinted 2 5 For additional copies of this receipt or a previous receipt a copy can be generated selecting the reprint receipt option on the main menu See Chapter 6 Pg 41 of the Nexion User Manual for further instruction or please call the Nexion Call Centre on 0861 639 466 Copyright Nexion SA Pty Ltd 11 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 3 1 3 2 3 3 3 4 3 5 3 6 Credit amp Debit Card Transactions Click the Process Card Trxn button A screen will be displayed prompting the user to swipe the card or press cancel on the terminal to do a manual transaction Transaction Status Swipe card or press cancel on the pin pad for manual transaction For manual transactions press cancel on the terminal and refer to Ch3 pg13 in the Nexion user manual If you want to do a
13. 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 You will be prompted on the terminal to select an account type If the card is a Debit Card Choose option 1 for Savings or 2 for Cheque Confirm with Cardholder if debit card is linked to a savings or current account 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 choose option 3 for Credit Card If in doubt refer to the LOGO on the card Logos with Visa Master Card American Express or Diners Club are credit cards In the case of 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 The terminal will now prompt you to re confirm the transaction amount by pressing the green enter key on the paypoint 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 the preset Number of receipts will automatically be printed to your default printer Copyright Nexion
14. dministrator C Elixir SQL MDLDATA FDB Elixir accounts Fi Credit control notes 88 Dependent Transactions f al Estimates _ Query fal Locate farem ink I MTnitialis Title IMame aknrs Aukskandinn tent A COETZEE DJ MR DERICK R1 151 54 All due R 1151 54 Unallocated 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 WIK v The Elixir account transactions following screen is now displayed Copyright Nexion SA Pty Ltd 7 Nexion Call Centre 0861 NEXION 639 466 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 Elixir account transactions All items S Account e ferns Catt Ds cen JT TET Script history pot Redistribute ie x Units Dependent Tooth Teeth Description EI fs 30 07 2007 P CASH 1 PAYMENT RECEIVED PATIENT CASH 30 07 2007 P CARD 1 PAYMENT RECEIVED PATIENT CREDIT C fore ita 30 07 2007 P CARD 1 PAYMENT RECEIVED PATIENT CREDIT C 31 07 2007 0190 1 DERICK 26081957 New and established patient Consultatio 31 07 2007 0190 1 DERICK 261081957 New ancLestabtistied patient Consultatio 1 PAYMENT RECEIVED PATIENT CREDIT C PAYMENT RECEIVED PATIENT CREDIT C 31 07 2007 P CARD OTS ofo PAYMENT RECEIVED PATIENT CREDIT C v
15. e Reprint last correct Slip Daily Cash Report Daily Submission Report Version 0 9 0 0 2 2 Click the Payments button 2 3 Choose a merchant to be credited on this transaction from the drop down box If only one merchant is registered on your site dropdown will default to the correct merchant Payment po Payment Details nexion ww Merchant Development Ww AMUN Message of the day Currency ZAR South African Rand Ww the payment solution Transaction Ret Member Ref Bank Suth Version 0 9 1 394 Record Cash Process Card Trxn 2 4 Type in amount of transaction Minimum transaction R20 00 maximum transaction R50000 00 Copyright Nexion SA Pty Ltd 15 Integration Addendum Nexion Payment Solutions Nexion Call Centre 0861 NEXION 639 466 2 5 2 6 2 6 Type in Transaction Ref This can be an invoice or file number and Member Ref This can be your client s name These references will allow you to identify transaction on the reports and receipts Payment nexion vt Amount Message of the day Currency ZAR South African Rand Ww Payment Details the payment solution Transaction Ref Member Refit Bank Auth Version 0 9 1 394 Record Cash Process Card Trxn Click the Process Card Trxn button for a Credit Debit card Transaction or click Record Cash to record cash transactions using the same fields for References
16. most to support you in any manner possible and hope your experience with us will be a memorable one Nexion payment solutions and Mede Mass Elixir now provide you with everything you need to manage your practice from within a single solution It is a single system for accepting processing and reconciling all forms of payment automatically eliminating duplication 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 thus giving complete transparency to your cash flow in addition to the powerful management benefits of Mede Mass Elixir 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 Copyright Nexion SA Pty Ltd 3 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 A Enabling the Nexion application on Mede Mass Elixir 1 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 ElixirSSOL MDLDATA FDB File Reports Tools EDI Bevery Help You need proper backups About
17. st now be activated and linked to the correct Elixir credit code Please do the following From the Elixir main menu select File option Elixir registered to DEMO DATA SET 1 User Administrator C 4Elixar SOLWMDLDATA FDB ia Reports Tools EDI System Help Accounts or MED e MASS Pty Ltd regional office Automation CLINICAL FINANCIAL MEDICAL PRACTICE TARIFF MEDICINE STOCK Clinical Datasets Users Financial Medical Funds Medicine Practice Stock Tariffs Log out Select dataset Ctril F1 From the File sub menu select the Financial option Elixir registered to DEMO DATA SET 1 User Administrator C Elixir SQL MDLDATA FDB Fie 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 English description BETALING ONTVANG ELEKTRONIES PAYMENT RECEIVED ELECTRONIC BETALING ONTVANG PASIENT KONTANT PAYMENT RECEIVED PATIENT CASH BETALING ONTYANG PASIENT KREDIETKAART PAYMENT RECEIVED PATIENT CREDIT CAR P CHEQ BETALING ONTYANG PASIENT TJEK PAYMENT RECEIVED PATIENT CHEQUE M CHEQ BETALING ONTYANG TJEK PAYMENT RECEIVED CHEQUE P ELEC BETALING PASIENT ELEKTRONIES PAYMENT PATIENT ELECTRONIC DISCOUNT KORTING TOEGESTAAN DISCOUNT APPLIED CT JOUR
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