HICAPS terminal
user guide
Contact phone numbers for HICAPS/EFTPOS
HICAPS Help Desk 1300 650 852
your merchant details
Merchant No.
For Authorisations:
• Credit Card (Credit) Account
This is an Australia-wide number 5 5
• Debit Card (Cheque) or (Savings) Account
This is an Australia-wide number 00 650 85
• American Express 00 6 64
• Diners Club 800
Authorisation services are available 4 hours a day, 7 days a week.
lost or stolen cards
Please call the above authorisation line appropriate for the card type used (credit or debit).
Call 13 25 15 and select extension 500 when calling about lost or stolen credit cards.
terminal number
Attach your first sign on receipt here!
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table of contents
1 HICAPS/EFTPOS 7
. HICAPS help desk 7
. glossary 7
. diagram of HICAPS terminal 9
2 HICAPS 11
. terminal provider setup
.. adding a new provider
.. modify provider 4
.. deleting a provider 5
. all provider function 6
.. claim to sale 7
.. claim to deposit 7
.. item memory 8
..4 clear item memory 8
..5 HICAPS auto settle 9
..6 settle transaction list 9
. processing a HICAPS claim 0
.. processing a HICAPS claim transaction (HICAPS terminal) 0
.. processing a HICAPS claim transaction (practice management system)
.4 cancelling a HICAPS claim 4
.4. cancelling a HICAPS claim (HICAPS terminal) 4
.4. cancelling a HICAPS claim (practice management system) 6
.5 manual daily transaction summary (HICAPS totals) 7
.6 ordering terminal rolls 8
.7 performing terminal sign on/logon 8
.8 customising a HICAPS receipt (optional) 9
3 EFTPOS 30
. processing an EFTPOS transaction 0
.. processing an EFTPOS transaction following a successful claim transaction 0
.. processing an EFTPOS transaction
.. processing an EFTPOS transaction (practice management system)
. refunding an EFTPOS transaction
.. refunding an EFTPOS transaction
.. refund an EFTPOS transaction (practice management system) 6
. EFTPOS settlement 7
.. manual EFTPOS settlement 7
5
.. automatic terminal settlement 8
.. host forced settlement 40
..4 merchant password 40
4 Terminal functions 43
4. functions 4
4.. settle 4
4.. trans 4
4.. function 4
4. transaction menu 4
4.. balance/quote 4
4.. refund/cancel 44
4.. pre-auth 44
4..4 completion 44
4..5 cash out 44
4..6 sale 45
4. terminal function options 45
4.. reports [] key (print EFTPOS and HICAPS reports) 45
4.. configuration setup [] key (refer help desk) 45
4.. terminal restart [] key 46
4..4 terminal lock [4] key 46
4..5 terminal logon [5] key 46
4..6 balance enquiry/quote [6] key 46
4..7 stationary order [7] key 46
4..8 reprint [8] key (reprint EFTPOS and HICAPS transactions) 46
4..9 terminal SW load [9] option 46
4.4 changing the terminal security password 46
4.5 fallback procedure 47
5 Terminal connections 48
5. terminal Connectivity 48
5.. dial 48
5.. ethernet (IP – Internet Protocol) 48
5. the terminal docking station 48
5.. power 48
5.. terminal pin pad 48
5.. ethernet 49
5..4 telephone line 49
5..5 RS (PMS Integration) 49
6
6 thermal printer 50
6. VX80 50
6. VX680 50
7 HICAPS response codes 5
7. transaction level HICAPS response codes 5
7. item level HICAPS response codes 54
8 EFTPOS error messages and corrective actions 56
9 Merchant requirements to ensure EFTPOS 59
transactions are valid
10 Terminal functions T4200 series 60
11 Medicare Australia Easyclaim
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1. HICAPS/EFTPOS
1.1 HICAPS help desk
HICAPS Help Desk phone number is 1300 650 852.
For HICAPS Help Desk hours of operation, please refer to www.hicaps.com.au
Provider information section.
HICAPS fax number is 1300 725 726.
1.2 glossary
benefit
Value of rebate authorised by a Health Fund.
body part
Two digit alpha/numeric identifying the part on the body
on which the service was performed.
cancel
Reverses a transaction processed through the terminal.
card
A membership card issued by the Health Fund or an EFTPOS
or credit card, issued by a bank.
claim
After treatment is provided, details are sent electronically
via the terminal to the Health Fund.
claim declined
When a Health Fund declines to pay the request a brief
response message will print with each declined item
and/or claim.
claim receipt
Either the terminal or the associated Practice Management
System prints a receipt, which must be signed by the patient
to acknowledge services and approve the transfer of payment
to the provider.
claim to sale
The terminal facility allowing you to start an EFTPOS transaction
using the Gap amount returned from the HICAPS Claim.
clinical code
Two digit alpha/numeric identifying the body part/primary
condition/diagnostic intervention on which the service was
performed.
date (of service)
The date the specific item of service was performed – format
ddmm.
fallback
The terminal was unable to contact the bank to process an
EFTPOS transaction, but the transaction has been approved/
declined and will be sent to the bank with the next transaction.
gap payment
The amount remaining after the Health Fund has approved
a benefit for the specified services.
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hicaps
Health Industry Claims And Payments Service. The company
responsible for the switching of transactions to health funds
from the terminal.
issue date
The date the membership card was issued. Those cards with
issue dates have them printed on the bottom right-hand corner
of the card.
item cost
The amount charged for the given item of service.
item number
Numeric code identifying the type of service performed.
Refer to the HICAPS Quick Reference Guide or the relevant
schedule for a full list of item numbers.
member
A customer of a Health Fund.
MMF
The Multi-Merchant Facility. This is a feature of the HICAPS
terminal which optionally allows you to settle the EFTPOS
funds separately for each provider.
patient ID
A member listed on the card which identifies a given patient
within a Health Fund membership.
Practice
Management system
The PC-based system which allows a transaction to be sent
directly to the HICAPS terminal.
provider
Practitioners who provide Health Services to patients.
provider number
Is eight characters that uniquely identify each individual
provider for a specific location. Provider numbers that HICAPS
use are issued by Medicare Australia or Medibank Private.
Provider numbers are location specific, so you must have
a provider number for each location you wish to practice at.
refund
Refunds a previous EFTPOS or credit approved transaction.
reversal
Reverses an approved transaction on the same day the
transaction was processed.
RRN
Receipt reference number (unique digit field).
swipe member card
Pass the membership card through the card reader on the
right-hand side of the HICAPS terminal.
tooth number
Two digit FDI numeric identifying the tooth on which the
service was performed.
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1.3 diagram of hicaps terminal
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i. Navigation
Your Verifone terminal has a touch screen, you can choose to navigate screens and menus
using the soft keys on the screen.
Alternately you can scroll up and down menus using the # and * keys on the terminal.
To confirm, cancel and clear selections you can press the coloured keys on the terminal.
i.e. if you wish to cancel out of a screen, the cancel button on the screen is red hence you
would press the red key on your terminal.
2. HICAPS
2.1 terminal provider setup
Note: To add providers you will need
to contact HICAPS in writing. A ‘change
of practice Details’ form will need to
be completed and sent to HICAPS. This
form is available from the HICAPS website
www.hicaps.com.au or from the HICAPS
Help Desk on 1300 650 852. You will
receive notification from HICAPS in writing
once the providers have been registered.
Merchant Function 54 is used for
provider setup.
2.1.1 adding a new provider
step 1
Press the [FUNCTION] key.
step 2
Enter [5] [4] and press [SELECT].
step 3
Select option 1. Add Provider.
step 4
Choose a NOT ASSIGNED position in
the provider table and press [SELECT].
step 5
Using the keypad, enter in the
Provider Name and press [OK].
Note: To select an alpha character entry,
either press the ‘Alpha’ button on the
screen, or press the Alpha [#] key on the
keyboard.
Pressing the Alpha [#] key again will change
from upper case to lower case
and symbols. After entering the provider’s
name, press the [OK] button.
step 6
Using the keypad, enter in the
Provider Number and press [OK].
To switch between numeric and alpha
keypads, select the [Alpha #] key on the
touch screen or select the hash key [#]
on the keypad
Note: If your provider number is shorter
than 8 characters you will need to include
leading zero’s to make up 8 characters
step 7
Select the Provider Modality and
press [SELECT].
step 8
Select the Merchant name for processing
EFTPOS payments for this provider from
the list presented then press [SELECT].
The list can contain up to 5 merchant
details so please ensure you select the
correct merchant from the list.
step 9
Using the keypad, enter a 4 digit
Provider Password and press [OK].
This will be used to protect access
to the provider table.
Note: Provider Password can not be
made up of repetitive or consecutive
numbers. Eg. 1234, 0000.
step 10
This option, when completed, will
pre-populate the Payee Provider Number
when completing a claim. Using the
keypad, enter in the Payee Provider
Number (only if required) and press [OK].
Alternatively, press [OK] to bypass.
Note: This option should be used
when the servicing provider is not
the practitioner who is to be paid for
the service.
The following provider details will be set
to defaults
CLAIM TO SALE ENABLED
CLAIM TO SALE PROMPT DISABLED
CLAIM DEPOSIT DISABLED
ITEM MEMORY ENABLED
AUTO SETTLE ENABLED
SETTLE TXN LIST ENABLED
ENTER TO ADD ITEM DISABLED
*
ALLOW ALL PROVIDER ENABLED
To modify these settings for an individual
provider use the MODIFY PROVIDER
option from the provider menu.
*
Enter to Add Item is enabled by default
for Dentists.
Once the provider has been successfully
added a provider summary will be printed
automatically.
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2.1.2 modify provider
If any changes are saved (changed to
enable/disable) the All Provider Function
will be set to disabled automatically.
step 1
Press the [FUNCTION] key.
step 2
Enter [5] [4] and press [SELECT].
step 3
Select 2. Modify Provider and
press [SELECT].
step 4
Select a Provider to modify and
press [SELECT].
step 5
Using the keypad, Enter the 4 digit
Provider Password and press [OK].
This is the password that was set when
the provider was originally entered
into the terminal.
step 6
Select the Provider Option you want
to modify, make the change and press
[SELECT] to save the change.
You can then press [CANCEL] or
[BACK] to return to the menu, or press
[SELECT] to go through the rest of the
provider options.
Note: When you exit the menu a
provider summary will be printed with
the new settings.
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Note: The last Modify option will be
ALLOW ALL PROVD’S. By selecting
[ENABLE] for this option the individual
provider settings will be changed to
match what is set in All Providers in the
provider menu.
2.1.3 deleting a provider
Note: To alter provider details you will
need to contact HICAPS in writing.
A ‘change of practice Details’ form will
need to be completed and sent to HICAPS.
This form is available from the HICAPS
website www.hicaps.com.au or from the
HICAPS Help Desk on 1300 650 852.
step 1
Press the [FUNCTION] key.
step 2
Enter [5] [4] and press [SELECT].
step 3
Select 3. Delete Provider and press
[SELECT].
step 4
Select a Provider to delete and press
[SELECT].
step 5
Using the keypad, enter the 4 digit
Provider Password and press [OK].
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step 6
Press [YES] to delete, or [NO] to return
to the provider menu.
If [YES] is selected the HICAPS Totals
will be printed for this provider.
step 7
If the HICAPS Totals were printed OK,
press [YES]. To print HICAPS Totals again,
press [NO].
step 8
Press [YES] to confirm deletion.
The terminal will now return to the
provider menu.
2.2 all provider function
step 1
Press the [FUNCTION] key.
step 2
Enter [5] [4] and press [SELECT].
step 3
Select 4. All Providers and press [SELECT].
Note: Changing a setting in this function
will apply that change to all providers
that have the All Provider flag enabled.
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2.2.1 claim to sale
This option will enable the terminal to
prompt to Automatically start an EFTPOS
transaction for the gap amount.
step 1
Follow the All Providers Function process
to step and select 1. Claim to Sale.
step 2
Selecting [ENABLE] will enable Claim
to Sale.
Note: This function is ENABLED by default.
step 3
Claim to Sale Prompt will only display
if Claim to Sale is ENABLED.
Selecting [ENABLE] will enable Claim
to Sale Prompt.
2.2.2 claim to deposit
This option will enable the terminal
to prompt for deposits.
step 1
Follow the All Providers Function process
to step and select 2. Claim Deposit.
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step 2
Selecting [ENABLE] will enable Claim
Deposit.
Note: This function is DISABLED by default.
2.2.3 item memory
step 1
Follow the All Providers Function process
to step and select 3. Item Memory.
step 2
Selecting [ENABLE] will enable Item
Memory.
Note: This function is ENABLED by default.
2.2.4 clear item memory
step 1
Follow the All Providers Function process
to step and select 4. Clear Item Memory.
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step 2
Selecting [YES] will clear the Item Memory
for all providers on the terminal.
2.2.5 HICAPS auto settle
step 1
Follow the All Providers Function process
to step and select 5. HICAPS Auto Settle.
step 2
Selecting [ENABLE] will enable HICAPS
Auto Settle.
Note: This function is ENABLED by default.
2.2.6 settle transaction list
step 1
Follow the All Providers Function
process to step and select
6. Settle Transaction List.
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step 2
Selecting [ENABLE] will enable HICAPS
Settle Txn Listing.
Note: This function is ENABLED by default.
2.3 processing a HICAPS claim
2.3.1 processing a HICAPS claim
transaction (HICAPS terminal)
step 1
To start a HICAPS Claim transaction,
simply swipe the patient’s Health Fund
card through the terminal.
step 2
Use the arrows on the touch screen or
key the number located next to the
providers name to choose the Provider
that you would like to claim with and
press [SELECT].
Note: This prompt will only be displayed
if more than one provider is loaded into
the terminal.
step 3
Using the keypad, enter the -digit
Patient ID printed on the card relating to
the specific patient receiving treatment
and press [OK].
Note: This value will default to 01 if
nothing is entered.
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