24 March 2023
The eftpos terminals have arrived and have started to be distributed.
Rita has spoken to seniors at each of the sites that are receiving the terminals - and given out the refund code (which needs to be put in safe and secure area – if there is any security breach with this password please let Rita know immediately as she will need to arrange for it to be changed). The only time a refund can be processed is if the original card that was used for payment is presented for refund. There are no phone refunds to be made (in fact you shouldn’t need to do any phone payments at all).
The process will be as follows:
- Once payment has been made, print the merchant copy and a patient copy (if patient needs a copy).
A patient label needs to be placed on our copy of the EFTPOS merchant receipt with the staff member’s initials who took the payment on the label, so that when we pull it apart from the actual invoice we can identify who the merchant receipt belongs to and if we have any queries can speak to the person who’s performed the transaction directly.
- Attach the copy of the merchant receipt to our copy of the patient’s receipt and scan it into the patient’s record. Make sure you give the patient a copy of their invoice/receipt.
- Send the original invoice to administration for receipting in Comrad.
Below is the method for payment on the terminal.
METHOD
- Enter amount to be paid into eftpos terminal by using the numeric keypad
- Press OK for amount
- Patient can then either tap or insert card and enter their pin.
- If payment approved, a receipt (our copy) will print automatically
- Tear our copy off machine
- Ask patient if they would like a copy of the receipt.
- If yes – follow the prompts regarding printing customer copy.
Please let the admin staff know if there are any queries at all and make sure that all staff that come to your location are aware of the processes above especially with scanning the receipts into the patient’s record as we will be referring to this to do receipting.
