Emdeon VeriFone Vx570 Manual de usuario

Emdeon Vx570 User’s Guide

Emdeon POS™ VeriFone®

Vx570 User’s Guide

11.15.2011

Pub # 61999

Fax-on-Demand Ordering Information:

Call 800.760.2804

For these chapters: Order:

Title Page, Contents, Chapter 1 6995

Chapter 2 6996

Chapter 3 6997

Chapter 4 6998

Chapter 5 through 7 6999

Emdeon Vx570 User’s Guide

This publication is the proprietary property of Emdeon and is furnished solely for use pursuant to a

license agreement giving the user the right to use the Emdeon product(s) referenced in this document.

All uses of this document are subject to the terms of such license agreement. This document may not

be used except as permitted by such license agreement or changed, copied, photocopied, reproduced,

translated, or reduced to any electronic medium or machine readable form without the prior consent of

Emdeon. Copyright is held by Emdeon Business Services, LLC.

Emdeon is not liable for any losses or damages that result from the use of this material, including loss of

profit or indirect, special, or consequential damages.

Emdeon Vx570 User’s Guide

Contents

This material contains confidential, proprietary information. Unauthorized use or disclosure of the information is strictly prohibited.

Contents

Chapter 1: Install Your Equipment................................................................................................................ 1

Unpack the Box ................................................................................................................................... 1

Connect to the Power Source ................................................................................................................. 1

Insert Paper in the Printer ..................................................................................................................... 2

Connect a Communication Line............................................................................................................... 3

Dial-Up Connection (Phone Line) ....................................................................................................... 3

Network Connection ........................................................................................................................ 3

Connect a Keyboard ............................................................................................................................. 5

Welcome Letter ................................................................................................................................... 5

Documentation .................................................................................................................................... 5

Supplies ............................................................................................................................................. 6

Customer Service................................................................................................................................. 6

Chapter 2: Get To Know Your Terminal ......................................................................................................... 7

Your Vx570 Terminal ............................................................................................................................ 7

Vx570 Key Quick-Reference................................................................................................................... 9

Keyboard 100.................................................................................................................................... 10

Terminal Displays............................................................................................................................... 11

Terminal Main Menu ...................................................................................................................... 11

Emdeon Flash Screen .................................................................................................................... 11

Emdeon Welcome Screen............................................................................................................... 12

Emdeon Menu .............................................................................................................................. 12

Terminal Security............................................................................................................................... 12

Chapter 3: Customize Your Terminal Setup.................................................................................................. 13

Overview.......................................................................................................................................... 13

Manage Users.................................................................................................................................... 13

Add a User .................................................................................................................................. 13

Remove a User............................................................................................................................. 14

Change a Passcode ....................................................................................................................... 15

Manage Providers............................................................................................................................... 16

Provider ID Error Messages ............................................................................................................ 16

Add a Provider ............................................................................................................................. 16

Edit or Delete a Provider ................................................................................................................ 17

View the Provider Name List ........................................................................................................... 18

Manage Hotkeys ................................................................................................................................ 19

Change the Administrator Passcode....................................................................................................... 20

Change the Date and Time .................................................................................................................. 21

Set a Card Swipe Default..................................................................................................................... 22

Set a Default State............................................................................................................................. 23

State Abbreviations....................................................................................................................... 25

Print Reports ..................................................................................................................................... 26

Report Samples............................................................................................................................ 27

Chapter 4: Run Emdeon Transactions ......................................................................................................... 29

Submitting a Transaction..................................................................................................................... 29

Using Hotkeys ................................................................................................................................... 30

Using the Card Swipe.......................................................................................................................... 31

Data Entry Tips.................................................................................................................................. 33

Response Printout .............................................................................................................................. 34

Chapter 5: Switch to Credit Card................................................................................................................ 37

Chapter 6: Program Updates ..................................................................................................................... 37

Emdeon Vx570 User’s Guide

Contents

This material contains confidential, proprietary information. Unauthorized use or disclosure of the information is strictly prohibited.

Chapter 7: Terminal Error Messages ........................................................................................................... 38

Emdeon Vx570 User’s Guide

Chapter 1: Install Your Equipment

This material contains confidential, proprietary information. Unauthorized use or disclosure of the information is strictly prohibited.

Chapter 1: Install Your Equipment

Unpack the Box

Your VeriFone®Vx570 terminal from Emdeon Business Services will contain the following components1

•Vx570 terminal and printer (affixed to terminal body)

•Roll of thermal printer paper

•Power pack

•Power cord

•Phone cord

•Welcome letter

•Installation guide

•Quick-Reference Guide

•CD containing all user documentation

Connect to the Power Source

1. Connect the power pack to the connector at the side of the terminal. For stability, you can

anchor the cord between the retaining slot directly beside the connector.

2. Attach the power pack to the power cord by sliding the female end of the power cord over the

three prongs on the end of the power pack.

3. Plug the power cord into a standard 120-volt electrical outlet.

1Illustrations courtesy of VeriFone, Inc.

Emdeon Vx570 User’s Guide

Chapter 1: Install Your Equipment

This material contains confidential, proprietary information. Unauthorized use or disclosure of the information is strictly prohibited.

Warnings!

•The Vx570 should be on an electrical protective device such as a UPS (uninterruptible power supply)

or a surge protection strip. Do not plug a Vx570 into a PoE (Power over Ethernet) switch.

•Refrain from frequently disconnecting and reconnecting the Vx570 from/to the power source.

•Keep the Vx570 away from anything that could damage the device, such as heavy unstable objects,

liquids (plants, coffeemakers, and so on), small children, etc.

•Do not place the Vx570 where it could easily fall, such as near the edge of a desk.

Insert Paper in the Printer

1. To open the printer, press down on the lever located on the side of the terminal to unlatch the

paper roll cover, then lift the cover up and back.

2. If necessary, loosen the glued leading edge of the paper or remove the protective strip from the

new roll of paper. Unwind the paper roll past any glue residue.

3. Drop the paper roll into the printer cavity such that the paper rolls under and up nearest to the

serrated tearing edge. This positioning ensures that the printable side is facing outward.

4. Close the paper cover, allowing a small bit of paper to extend outside of the printer cover.

Notes:

•You can press 3from the Emdeon Welcome screen (see page 12) to advance the paper.

•A pink out-of-paper indicator line appears on the edge of the paper approximately 18 includes

before the end of the roll.

Emdeon Vx570 User’s Guide

Chapter 1: Install Your Equipment

This material contains confidential, proprietary information. Unauthorized use or disclosure of the information is strictly prohibited.

Connect a Communication Line

Your terminal will send and receive transactions using one of the following methods:

•Dial-up (standard telephone line)

•Network (Ethernet)

Your terminal will be pre-configured to use one of these two communication methods, based on the

specifications of your order.

Dial-Up Connection (Phone Line)

1. Connect one end of the phone line to the connector on the back terminal that is identified by a

telephone icon.

2. Connect the other end of the phone line to the phone jack wall outlet

3. Connect the other end of the phone line to the to the phone jack wall outlet.

4. To test the connection, run a transaction (see Submitting a Transaction on page 29). If you

have verified that a dial tone is present on the line, but the transaction fails to process, contact

Emdeon Customer Service at 800.333.0263.

Network Connection

Wall Outlet Network Connection

If you have a wall outlet network connection or router, you will need an RJ45 network cable (not

included with your terminal).

1. Attach one end of the cable to the network outlet in the wall or router.

2. Connect the other end of the cable to the terminal 10BaseT outlet, as illustrated below.

3. Have someone from your IT department make sure that port 443 is open.

Emdeon Vx570 User’s Guide

Chapter 1: Install Your Equipment

This material contains confidential, proprietary information. Unauthorized use or disclosure of the information is strictly prohibited.

Modem Network Connection

If you use a high-speed modem or router to connect to a network, you will need an RJ45 network cable

(not included with your terminal).

1. Attach one end of the cable to your high-speed modem or router.

2. Connect the other end of the cable to the terminal 10BaseT outlet, as illustrated below.

Testing the Connection

1. Press the asterisk key (*) until the Terminal Main Menu displays:

2. Press <F2> to select CommServer.

3. If Connected indicates YES, press *to return to the Main Menu. Your network connection has

been successfully established.

4. If Connected indicates NO, disconnect and reconnect the power cable, and press <F2> from the

Main Menu to return to CommServer.

5. If Connected still indicates NO, press <Scroll Line h> to select Diag.

6. Press <F2> to select Ping.

7. At the Enter Ping Address prompt, just press .The PING address is pre-configured.

8. If No Response or other error message is displayed, call Emdeon Customer Service at 800-333-

0263.

Emdeon Vx570 User’s Guide

Chapter 1: Install Your Equipment

This material contains confidential, proprietary information. Unauthorized use or disclosure of the information is strictly prohibited.

Connect a Keyboard

You can connect the optional VeriFone Keyboard 100 to the Vx570 terminal. The keyboard makes it

easier to enter alphanumeric characters, such as names.

To connect the Keyboard 100:

1. Unplug the power pack from the connector at the side of the terminal.

2. Plug the keyboard’s connector into the connector labeled RS232 on the back of the terminal.

3. Plug the power pack back into the terminal (see Connect to the Power Source on page 1).

Welcome Letter

The Welcome letter contained in your shipping carton contains a default user ID and passcode for

running transactions and the default Administrator passcode for customizing the terminal setup.

It is recommended, for HIPAA security compliance, that the Administrator change the default

user ID/passcode and the default Administrator passcode. See Chapter 3: Customize Your

Terminal Setup, beginning on page 13, for instructions.

Documentation

Emdeon provides a suite of documentation to assist you. The following documents are available, in

addition to this publication:

•Vx570 Quick-Reference– this guide ships in the carton with your terminal. It provides quick,

general guidelines for operating the Vx570 terminal.

•Emdeon POS Vx570 Transaction Guides – these guides provide specific instructions for

running each transaction and for interpreting transaction responses. A transaction guide exists

for each Emdeon transaction available on your Vx570 terminal.

•Error Dictionary – this guide is a compilation of all transaction-related error messages that can

be returned from payers and from the Emdeon switch. Transaction-related error messages are

those which print on the transaction response. They are identified by a code beginning with two

letters, (such as RH, CL, HT) followed by a brief text message.

•Codes and Abbreviations – these reference documents provide a listing of the most common

codes and abbreviations used in HIPAA-compliant payer responses, such as service types,

eligibility/benefit descriptions, coverage types, and insurance types.

Emdeon Vx570 User’s Guide

Chapter 1: Install Your Equipment

This material contains confidential, proprietary information. Unauthorized use or disclosure of the information is strictly prohibited.

Obtaining Documentation

The documentation described above is available in Adobe® Portable Document Format (PDF) on the CD

included in your shipping carton. It is also available over the Web at:

http://www.emdeon.com/resourcelibrary/#84

Look under User Manuals.

To view these documents, you must have access to a personal computer running Adobe®Acrobat®

Reader version 6 or later. The Reader is available free of charge from www.Adobe.com.

Fax-on-Demand

Documentation is also available using Emdeon Business Services’ free Fax-on-Demand service. This

service allows you to request documents over a toll-free automated telephone call. Requested

documents are faxed to your fax machine.

To use Fax-on-Demand:

1. Call 800.760.2804.

2. Follow the prompts to enter the catalog number of the document you wish to receive.

3. You can obtain a catalog from the Fax-on-Demand service. The catalog is also available on your

CD or over the Web at http://www.emdeon.com/resourcelibrary/#84.

4. You will be prompted to enter your fax number, including the area code. Note: If you are in the

615 area code, do not enter your area code.

5. Hang up. The requested document will be faxed to the number you specified.

Supplies

Paper for your Vx570 can be ordered through Control-o-Fax:

http://www.controlofax.com/

800.553.0070

Customer Service

To speak to an Emdeon Business Services customer service representative, please call:

800.333.0263

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