Pracsoft User Guide
Integrated EFTPOS - About and Usage

You can process EFTPOS transactions seamlessly with MedicalDirector's Integrated EFTPOS facility. Pracsoft's Integrated EFTPOS facility is known as EFTPOS Auto, whereas non-Integrated EFTPOS is referred to as EFTPOS Manual.

The key benefit of the Integrated EFTPOS solution is that transaction information is sent directly from Pracsoft to the EFTPOS terminal without the need to re-key, resulting in faster, easier payments. With the integrated solution there are no more data entry errors and you also benefit from online real-time reporting.

Changes to Workflow from MedicalDirector Pracsoft 3.10.5

Now, when Recording a Visit

  1. Select the Pay Now option
  2. Select EFTPOS Auto from Payment Type (for Integrated EFTPOS Transactions)
  3. Specify which Bank account to bank the receipt to.  
  4. Click Receipt to start the process.

Processing of the Integrated EFTPOS Auto transaction starts when Receipt is pressed. This sends the Merchant ID of the selected bank account, along with the payment amount, to the EFTPOS Auto Device.

A screen is displayed within Pracsoft, which prompts you with each step through the EFTPOS transaction, so that you can ask the patient to: insert their card; enter their PIN; and so forth.

Once the payment transaction has completed successfully, you are able to save or save and print the receipt as normal. Once a Integrated EFTPOS Transaction has been successful, you cannot cancel the account as payment has been received and visit has been transmitted to Medicare Australia.

Receipt Window

Initialising Integrated EFTPOS

1.      Ensure your EFTPOS machine is connected and configured first.

2.      Select the account for which you wish to use Integrated EFTPOS, and then click Edit The Bank Account Details window appears.

 

3.      Enter the Merchant ID for this bank account that you noted in Step 6. This information will be provided to you via e-mail once your application has been Credit Checked and approved by Tyro, and is also available via Menu > Merchant Info. Click the Save button to confirm.

4.      Repeat Steps 9 - 10 for each bank account you wish to use Integrated EFTPOS with. Failing to setup each bank account's Merchant ID will result in this information being required when you perform a receipt for that Practitioner.

5.      When you have completed modifying bank accounts, click the Close button on the Bank Account Setup window.

6.      For each workstation that will be used to record Integrated EFTPOS payments, select Setup > EFTPOS/Medicare Easyclaim > Device Configuration, and record a Friendly Name and the IP Address for the EFTPOS Terminal it will use. This must be performed, even if there is only one EFTPOS Terminal. You are now ready to use Integrated EFTPOS.

Processing Receipts with Integrated EFTPOS

1.      When processing a receipt, in either the Record Visit or the Receipt window, select EFTPOS Auto from the Payment Type drop-down menu.

 

2.      Click Receipt to start the process.

3.      The first of a series of EFTPOS Payment Processing screens appears. You will be prompted to have the patient swipe their card.

 

4.      You will be prompted to have the patient select their account.

o      If the patient chooses to pay by EFTPOS, you will be prompted to have them enter their PIN, after which the transaction will be processed.

o      If the patient chooses to pay by credit, the transaction will be processed and you will be prompted to have the patient sign the EFTPOS transaction receipt. Check the patient's signature against that on their card. MedicalDirector Pracsoft will prompt you with the question 'Signature OK?', at which point you will need to select OK on the EFTPOS terminal.



This concludes the EFTPOS Payment Process.

 

5.      A receipt can be printed, which indicates that the transaction used EFTPOS Auto

If the EFTPOS Auto transaction cannot be completed (due to equipment failure, for example), be aware that before re-receipting the patient again, you need to perform a manual check on the EFTPOS terminal - either a quick reprint of Last Receipt, or an Interim Reconciliation to list all the entries. If the transaction is not listed, it is safe for you to re-receipt the patient.

Please refer to your device documentation for further information.

If you re-receipt the patient without checking this, you may find you have to do a refund to reimburse patients for overpayment, as duplicate transactions will appear in the EFTPOS Terminal but not on the Practice Management System.