Quick Reference Guide – Payment Devices
Set Up a Device
There are four basic steps to setting up a device properly. Details on each step
follow the list below:
1. Device Driver Selection & Installation
Most devices need a specific software driver installed on the computer that
the device will be connected to. The driver can be downloaded from the
device manufacturer or from InstaMed’s website. Follow the instructions
later in this guide to make sure installation is done properly.
2.
Device Connection & Validation
After the device driver has been installed the device must be connected to
the computer. Once it is connected and powered on, confirm that the
computer recognizes the device correctly.
3.
Device Configuration
Most devices used with InstaMed Online need to be configured so payment
information can be captured correctly. Each device has a specific
configuration profile that must be selected. Follow the instructions later in
this guide to determine the proper configuration profile.
4.
Device Testing
Once the device has been correctly set up it should be tested to see that
payment information is accurately captured and transmitted to the InstaMed
portal.
These steps should ensure that a device is working correctly and is
ready to use. If there are issues with the machine after these steps
have been accomplished, consult the troubleshooting section of this
guide.
Device Driver Selection & Installation
Software installation must be done by a user with administrator rights.
See the “Card/Check Payment Device Drivers & Configuration Profiles” table on
the following pages for a list of which driver to install for a specific device.
1. Point your web browser to the following address and click the Download link for
your device.
http://www.instamed.com/contact/device-drivers/
2. Click Save when prompted. Select a location for the file and allow the download
to complete.
3. Locate the saved file on your computer. Right-click the file and select Extract All.
4. Complete the Extraction Wizard to unzip the file.
5. When extraction is complete, open the unzipped folder and run the set up file with
the name shown in the table labeled Card/Check Payment Device Drivers &
Configuration Profiles.
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