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Terminal Setup and Configuration

Covetrus Implementations and Setup

For assistance setting up Covetrus Payments (Worldpay) integration, contact our Covetrus Implementation team.

• Phone number: (855) 266-5864 Option 3
• Email address: US-CGSS_CCSetup@Covetrus.com

Integration Setup in Pulse

Before installing a device, verify the Covetrus Payment Processing with Worldpay integration has been configured.

• From the main Menu, go to Settings > Billing > Payments.
• Below Payments Accepted, select the option Use Covetrus Payment Processing (WorldPay Integrated Solution).

Enabling this option will generate a new section below to enter account information.

Enter the Account Token, Acceptor ID, and Account ID in the relevant fields pictured below:
This information can be located in the Self Service area of the practice iQ portal.

• Allow for storing of tokenized cards enables Pulse to store customer card information (a card token).
• Worldpay explicitly needs to enable the feature for the checkbox to work.
• Credentials entered on this screen should not be an account nickname.
  • Error messages along the line of Card declined, and invalid credentials are typically caused by account aliases or nicknames.

Hardware Devices

Please confirm you have the correct terminals that integrate with Pulse.

The Ingenico devices listed below are supported by Covetrus Payment Processing.

	Move/5000 A wireless device that requires access to the practice's wi-fi through a series of steps.
	Link/2500 A wireless device that requires access to the practice's wi-fi through a series of steps.
	Lane/3600 This is a landline device which is plugged in with a network cable. An access code will display. After entering the access code, the device is ready.
	Lane/7000 This is a landline device which is plugged in with a network cable. An access code will display. After entering the access code, the device is ready.

Setup a Landline Device

The Lane/3600 or Lane/7000 need to have the ethernet network cable plugged in to access the practice's network. An access code will appear. Enter the access code and click the green button. You are then ready to add the terminal in Pulse.

Setup Wi-Fi Device

The device used in the steps below will be for the Ingenico Move/5000.

• Once the Wi-Fi device is on, press 0 0 0 1 to access the ADMIN MENU.
• From the ADMIN MENU, select 3-WIFI Parameters.
• Select Scan Networks.
• Select your access point's SSID from the provided list.
• Enter your network's Wi-Fi password then press the green Enter key.
• Restart the device by pressing the yellow button and the # key.
• After restarting your device, the Activation Code needed for the next step will be displayed.
• Enter the activation code. You are now ready to setup Pulse Covetrus Integrated Payment Processing.

Adding a Terminal

• In Pulse, go to Menu > Settings > Billing > Payments.
• Scroll down to the bottom of the page, locate WorldPay Payment Terminals and click on Add New Payment Terminal. This will display Add Payment Terminal.

• Enter the Terminal ID, Name, and Activation Code.

Terminal ID – One Terminal ID can be used per merchant location. If the merchant wants separate batch settlements by workstation, you can assign a unique Terminal ID for each.

This can be any number, e.g., 1 or 99. We recommend using the same terminal ID for all devices, so all your transactions are in one batch settlement.

Name – Give your device a name to identify the device used when processing payment. This name will appear for selection at check out. Example: “Front Desk”, “Exam Room”, or any nickname you wish. Best practice for wireless devices: Label your device to avoid confusion.

Activation Code – Enter the code shown on your device.

• The image below shows how the devices added will appear under WorldPay Integrated Payment Settings.

• Click Save. It will take one to two minutes for the system to sync the devices. The device will reboot, and the device will show "triPOS" on the screen. You are now ready to test your first transaction. 

**Please note: When seeing error "HTTP request responds with a status code unauthorized error, verify the acceptor token. Watch for spaces or extra wording on the end.

Testing the Payment Integration

It recommended you use a test client and patient for the following steps.

• Select the test patient.
• From the Medical Records Quick Links, click Check Out.
• You can enter an Amount of .01 for this test transaction.
• Under Payments, select the device from the Terminal drop-down list.

• If the option had been enabled to store cards, you can check the box to Store this client's card for future payments.
• If you want to be able to manually enter the card number manually, check the box for Key Card in Manually?. If this option is not checked, the only way to process the card is to insert or tap the card on the device.
• Click Process Payment.
• The device will show the prompt Insert, Tap, Slide the card, and the Amount.
• After the payment has been processed, the payment will be posted in Pulse.

Void the Test Payment

You can VOID the payment by going to View History.

• Return to the client record.
• Under Account Balance, click on View History.

• Locate the "test" transaction.
• Click on the Void Payment link.
• From the screen, Voiding a Payment, click on Void and Refund.

• On the Void Comments screen, enter a reason for the void. 
• Click Void.
• After a few seconds, the receipt will show "Voided" in red.

Removing a Terminal

• Go to Menu > Settings > Billing > Payments.
• Scroll down to the bottom of the page to WorldPay Payment Terminals.
• Inactivate the current terminal: Click on the green status toggle to make it red.
• Delete the terminal: Use the red x to the far right next to the now red bubble to delete the old terminal.

Related Articles

• Processing Credit Cards Using an Integrated Solution