User`s guide

Emdeon Vx570 User’s Guide
Chapter 3: Customize Your Terminal Setup
© 2011 Emdeon Business Services LLC. All rights reserved.
Page 13
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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. The user can press a hotkey from the
Emdeon Application Menu to quickly select the payer associated with the hotkey.
• Reports – print system usage logs; hotkey lists; user lists; and Provider QuickCodes lists.
• Terminal – reset the Administrator password.
• Date/Time – reset the date and time displayed by the terminal.
• Swipe Defaults – set the transaction that will read the card swipe from the Emdeon Idle State.
• Default State – set the default state for transactions that prompt for a state.
The Communications option, also on the Setup Menu, should not be used except as directed by your
Emdeon Business Services representative.
Manage Users
Your Emdeon™ Vx570 terminal allows the Administrator to maintain user IDs and passcodes for each of
your Vx570 users. A user is anyone who will run transactions. This capability allows you to:
• restrict access to transactions and functions on the Vx570.
• track system usage at the individual user level via the Security Log (see Security Log on page
27).
A user ID and its associated passcode can each be from one to four characters.
To print a list of existing user IDs, see User List on page 28.
Add a User
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
1
WELCOME TO EMDEON
SWIPE CARD
OR PRESS ANY KEY
Press any key (except 3).
2
MM/DD/YY HH/MM
Medical
Address Verify
i
Financial
Press <Scroll Page
i
> to page down.
3
h
Setup
Press <F1> to select Setup.
4
Config
Enter Admin Passcode:
Enter your Administrator passcode, and press
.
Your password will display as asterisks as you type.
5
Setup
Manage Users
Manage Providers
i
Communications
Press <F2> to select Manage Users.
6
Manage Users
Add User
Remove User
Change Passcode
Press <F2> to select Add User.