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.
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.
Emdeon Vx570 User’s Guide Contents Contents Chapter 1: Install Your Equipment................................................................................................................ 1 Unpack the Box ................................................................................................................................... 1 Connect to the Power Source .................................................................................................................
Emdeon Vx570 User’s Guide Contents Chapter 7: Terminal Error Messages ........................................................................................................... 38 © 2011 Emdeon Business Services LLC. All rights reserved. This material contains confidential, proprietary information. Unauthorized use or disclosure of the information is strictly prohibited.
Emdeon Vx570 User’s Guide Chapter 1: Install Your Equipment Chapter 1: Install Your Equipment Unpack the Box Your VeriFone® Vx570 terminal from Emdeon Business Services will contain the following components 1: • • • • • • • • • 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.
Emdeon Vx570 User’s Guide Chapter 1: Install Your Equipment 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.
Emdeon Vx570 User’s Guide Chapter 1: Install Your Equipment 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.
Emdeon Vx570 User’s Guide Chapter 1: Install Your Equipment 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 to select CommServer. 3.
Emdeon Vx570 User’s Guide Chapter 1: Install Your Equipment 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.
Emdeon Vx570 User’s Guide Chapter 1: Install Your Equipment 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.
Emdeon Vx570 User’s Guide Chapter 2: Get To Know Your Terminal Chapter 2: Get To Know Your Terminal Your Vx570 Terminal Printer The Vx570 printer is attached to the terminal. The paper feeds through the slot above the display. The serrated edge allows you to tear off your printouts. • • To open the printer to add paper, press the lever that displays the printer roll. To advance the paper, press 3 from the Emdeon Menu.
Emdeon Vx570 User’s Guide Chapter 2: Get To Know Your Terminal • • For some input prompts (where indicated on the display), you can choose your input from a selection list. Press to display the selection list. You can press from any transaction’s input prompt to display help about the information for which you are prompted. Scroll Page and Scroll Line Keys The Scroll Page and Scroll Line keys are used to move the highlight up or down through a list.
Emdeon Vx570 User’s Guide Chapter 2: Get To Know Your Terminal Vx570 Key Quick-Reference Key Action When a list is displayed, moves the highlight up one screen (page). Numeric Keys (0 - 9) through When a list is displayed, moves the highlight down one screen (page). When a list is displayed, moves the highlight up one line on a list.
Emdeon Vx570 User’s Guide Chapter 2: Get To Know Your Terminal Keyboard 100 If you have attached the optional VeriFone® Keyboard 100, use the following table to determine which Keyboard 100 keystroke matches that of the terminal keypad: Vx570 Keyboard Action or When a list is displayed, moves the highlight up one screen (page) of a list. or When a list is displayed, moves the highlight down one screen (page) of a list.
Emdeon Vx570 User’s Guide Chapter 2: Get To Know Your Terminal Terminal Displays Terminal Main Menu From this menu: • • • • Press to test your Ethernet connection, if your terminal is communicating by Ethernet. See Network Connection on page 3 for details. Press to go to the Emdeon Menu. If you have a Credit Card program on your terminal, it will be listed on this menu. Press to start the Credit Card program. Press * (asterisk) from the Emdeon menu to return to the terminal Main Menu.
Emdeon Vx570 User’s Guide Chapter 2: Get To Know Your Terminal Emdeon Welcome Screen The EmdeonTM Welcome screen appears when the terminal returns to an idle state from the Emdeon Menu. • • • Press any key (except 3) to go to the Emdeon Menu. Press 3 to advance the paper. If the system administrator has set up a default card swipe, you can swipe a hard card from this screen to run an ID Card search for the designated payer. Emdeon Menu From this menu.
Emdeon Vx570 User’s Guide Chapter 3: Customize Your Terminal Setup Chapter 3: Customize Your Terminal Setup Overview The Administrator can maintain terminal security and set defaults using the following options from the Setup Menu: • • • • • • • • Manage Users – add, change, or remove user IDs and passcodes for terminal users. Manage Providers – add, change, or remove provider names and their provider IDs and taxpayer IDs from a Provider QuickCodes list. Manage Hotkeys – set up as many as 10 hotkeys.
Emdeon Vx570 User’s Guide Chapter 3: Customize Your Terminal Setup Step Terminal Display Add User 7 8 9 Action Type a unique one- to four-character user ID for the user you wish to add. Enter User ID: Press Add User: Type the one- to four-character passcode for the user ID. Enter PassCode: . Press The passcode will display as asterisks as you type. Add User: Retype the passcode. Verify PassCode: . Press The passcode will display as asterisks as you type.
Emdeon Vx570 User’s Guide Chapter 3: Customize Your Terminal Setup Change a Passcode Step Terminal Display This procedure begins from the Emdeon idle state If the 11 WELCOME TO EMDEON 1 SWIPE CARD OR PRESS ANY KEY MM/DD/YY HH/MM Medical 2 Address Verify i Financial h Setup 3 Action main menu or screen saver is displayed, see Terminal Displays on page Press any key (except 3). Press to page down. Press to select Setup. Config 4 Enter Admin Passcode: .
Emdeon Vx570 User’s Guide Chapter 3: Customize Your Terminal Setup Manage Providers Your Emdeon Vx570 terminal allows the Administrator to set up a Provider QuickCodes list for payers who require that a provider ID and a provider first and last names are sent with their transactions. The list can include both inquiring (requesting) provider IDs and servicing provider IDs.
Emdeon Vx570 User’s Guide Chapter 3: Customize Your Terminal Setup Step Terminal Display Type the provider’s first name. Enter Provider First Name: Add Provider Press Enter Provider ID: Add Provider Press 9 10 11 Action Add Provider Provider QuickCode Stored Successfully QuickCode Setup: Add Provider Edit Provider View Providers 12 Setup Manage Users Manage Providers Communications 13 i Type the provider’s provider ID. (displays briefly...
Emdeon Vx570 User’s Guide Chapter 3: Customize Your Terminal Setup Step Terminal Display 11 Enter Provider ID: 1234567890 Edit Provider 12 13 Action Do one of the following: Edit Provider Provider QuickCode Stored Successfully • Press ; go to the next step. to skip to the next step. (displays briefly...) • Setup Manage Users Manage Providers Communications i Type the new provider ID, then press Do one of the following: • Return to step 6 to edit or delete another provider.
Emdeon Vx570 User’s Guide Chapter 3: Customize Your Terminal Setup Manage Hotkeys Your Vx570 terminal allows you to set up as many as ten hotkeys, each of which corresponds to a numeric key on the Vx570 keypad. When pressed from the Emdeon Menu, the hotkey allows the user to quickly select the payer assigned to the hotkey.
Emdeon Vx570 User’s Guide Chapter 3: Customize Your Terminal Setup Step Terminal Display Action EMDEON 12 DATABASE MAINTENANCE IN PROGRESS PLEASE WAIT … ************* AMTAS -- The database maintenance message (left) is briefly preceded by the message “The terminal will restart after processing the current changes.” After the database is updated, the terminal will automatically restart. Change the Administrator Passcode The Administrator password allows access to setup functions.
Emdeon Vx570 User’s Guide Chapter 3: Customize Your Terminal Setup Change the Date and Time To change the date and time displayed on your terminal: Step Terminal Display Action This procedure begins from the Emdeon idle state. If the main menu or screen saver is displayed, see Terminal Displays on page 11 WELCOME TO EMDEON 1 SWIPE CARD Press any key (except 3). OR PRESS ANY KEY MM/DD/YY HH/MM Medical 2 Press to page down. Address Verify i Financial h Setup 3 Press to select Setup.
Emdeon Vx570 User’s Guide Chapter 3: Customize Your Terminal Setup Set a Card Swipe Default The Administrator can designate a default card swipe transaction. Doing so allows the user to swipe the card from the Welcome screen to run an ID card swipe search for that transaction. You would want to designate your most frequently-run card swipe transaction as your card swipe default.
Emdeon Vx570 User’s Guide Chapter 3: Customize Your Terminal Setup Step Terminal Display Action Swipe Defaults 11 12 13 Setting Swipe Trans to transaction name SELECT SWIPE SEARCH: ID Card # Medicaid # SSN/Date Of Birth SSN/Name Name/Date of Birth Note: your actual search type list may vary. Swipe Defaults (displays briefly...) Setting Swipe Search to ID Card # Swipe Defaults (displays briefly...
Emdeon Vx570 User’s Guide Chapter 3: Customize Your Terminal Setup Step 9 Terminal Display SETUP DEFAULT STATE New: 10 11 SETUP DEFAULT STATE VA SETUP Save Changes? Action Prev Next Edit Exit Prev Next Edit Exit Cncl OK Type the two-letter postal code for the desired default state (see table below), and press Use the key to convert numbers to letters, as described under Entering Letters and Symbols on page 33. Press to select Exit.
Emdeon Vx570 User’s Guide Chapter 3: Customize Your Terminal Setup State Abbreviations State/Possession Abbreviation Military "State" Abbreviation ALABAMA ALASKA AMERICAN SAMOA ARIZONA ARKANSAS CALIFORNIA COLORADO CONNECTICUT DELAWARE DISTRICT OF COLUMBIA FEDERATED STATES OF MICRONESIA FLORIDA GEORGIA GUAM HAWAII IDAHO ILLINOIS INDIANA IOWA KANSAS KENTUCKY LOUISIANA MAINE MARSHALL ISLANDS MARYLAND MASSACHUSETTS MICHIGAN MINNESOTA MISSISSIPPI MISSOURI MONTANA NEBRASKA NEVADA NEW HAMPSHIRE NEW JERSEY NEW
Emdeon Vx570 User’s Guide Chapter 3: Customize Your Terminal Setup Print Reports The Administrator can print the following reports: • • • • Security Log – a log of all invalid terminal login attempts. Provider List – lists all of the provider names, provider IDs, and their QuickCodes set up using the Manage Providers function. Hot Key list – lists all of the hotkey assignments set up using the Manage Hot Keys function. User List – a list of all user IDs set up using the Manage Users function.
Emdeon Vx570 User’s Guide Chapter 3: Customize Your Terminal Setup Report Samples Security Log Security Log 11/15/06 11:59:36 Date Time Event ------------------------------------------09/19/2006 12:49 User: 1234 Invalid Logon 10/31/2006 15:48 User: Admn Invalid Logon 11/15/2006 09:15 User: 3213 Invalid Logon Provider List Provider QuickCodes 08/15/08 11:59:36 # Provider Name Provider ID ------------------------------------------1 SMITH 1234567890 2 JONES 9876543212 3 WILLIAMS 1111111111 Hot Keys Emde
Emdeon Vx570 User’s Guide Chapter 3: Customize Your Terminal Setup User List User List 11/15/06 11:59:36 User ID ------------------------------------------12 545 4444 9999 © 2011 Emdeon Business Services LLC. All rights reserved. This material contains confidential, proprietary information. Unauthorized use or disclosure of the information is strictly prohibited.
Emdeon Vx570 User’s Guide Chapter 4: Run Emdeon Transactions Chapter 4: Run Emdeon Transactions Emdeon Business Services offers three types of transactions: • • • Medical transactions allow you to verify eligibility, inquire on the status of claims, submit referrals and service authorizations, and perform other functions related to medical care. Address Verify transactions allow you to verify a patient’s address through your credit source.
Emdeon Vx570 User’s Guide Chapter 4: Run Emdeon Transactions Step Terminal Display SELECT PAYER: FLORIDA GEORGIA ILLINOIS INDIANA i IOWA 9 Note: your actual payer list may vary. Action Highlight the name of the payer you wish to query: • Press or to scroll screen by screen. • Press or to scroll line by line. • To move to the first payer beginning with a specific letter, press the number key which displays the letter.
Emdeon Vx570 User’s Guide Chapter 4: Run Emdeon Transactions Using the Card Swipe At the time of this publication, you must use the card swipe slot on the right of the keypad. The one on the end of the terminal, below the keypad, is designed for gift cards and currently does not support medical identification cards.
Emdeon Vx570 User’s Guide Chapter 4: Run Emdeon Transactions Card Swipe (not configured for idle swipe) Step Terminal Display Action 1 Follow steps 1 through 3 under Submitting a Transaction on page 29 to display the Emdeon Menu. The Emdeon Menu appears: MM/DD/YY HH/MM Medical Press to select Medical. 2 Address Verify i Financial Log on, if prompted: Emdeon Logon: 3 Enter your User ID, and press . Enter User ID: Emdeon Logon Enter your passcode, and press Asterisks will display as you type.
Emdeon Vx570 User’s Guide Chapter 4: Run Emdeon Transactions Data Entry Tips Accepting Displayed Values When an input prompt is displayed, the terminal screen may display a default value (such as a default provider ID), or it may display the last value you entered in response to the same prompt the last time you ran the transaction. If you want to accept that value, just press . To enter a different value, just type the new value. The previously-displayed value disappears.
Emdeon Vx570 User’s Guide Chapter 4: Run Emdeon Transactions Prompts for Optional Data Some prompts do not require that you make an entry. In this case, just press to skip to the next prompt. Make sure the data entry line is blank; if it is displaying a prior value, press over the existing entry. to backspace Note: to determine whether data is required or optional, press F1 at the input prompt to display the Help screen.
Emdeon Vx570 User’s Guide Chapter 4: Run Emdeon Transactions Emdeon® ---------- Emdeon Point Of Service --------TEST.
Emdeon Vx570 User’s Guide Chapter 4: Run Emdeon Transactions 05/05/2005 ----------------- Actv Covg ---------------Plan Cvg MS ---------------- Limitations --------------Plan Cvg MS ---------------- End of Receipt ------------ © 2011 Emdeon Business Services LLC. All rights reserved. This material contains confidential, proprietary information. Unauthorized use or disclosure of the information is strictly prohibited.
Emdeon Vx570 User’s Guide Chapter 5: Switch to Credit Card Chapter 5: Switch to Credit Card Your Vx570 may contain a third party Credit Card payment program. • • To access this program, press the asterisk key (*) to return to the Main Menu. Press the function key to the right of the Credit Card menu item. Operation of the Credit Card program is outside of the scope of this manual. Contact your Credit Card program vendor for details.
Emdeon Vx570 User’s Guide Chapter 7: Terminal Error Messages Chapter 7: Terminal Error Messages This section describes error messages that can be displayed on your terminal during data entry and data transmission. Note: You may also see error messages displayed on your response printout.
Emdeon is a leading provider of revenue and payment cycle solutions that connect payers, providers, and patients to improve the healthcare business processes. To learn more about our company, our services, and our commitment to improving healthcare, visit our website at www.emdeon.com. © 2011 Emdeon Business Services LLC. All rights reserved. 3055 Lebanon Pike, Suite 1000 Nashville, TN 37214-2230 877.EMDEON.6 (877.363.3666) www.emdeon.