CGM webpay Client Setup Packet

Transcription

1 CGM webpay Client Setup Packet October 2016

2 2 CompuGroup Medical US Table of Contents Notice... 3 CGM webpay Installation Process... 4 CGM webpay Practice Information Form... 5 PaySpan Admin Information... 5 Provider Setup Form... 6 Location Information... 7 PaySpan Internal Information... 8

3 CompuGroup Medical US 3 NOTICE CompuGroup Medical US believes the information contained in this documentation to be accurate at the time of publication and reserves the right to make improvements in the product described herein at any time and without notice. This packet is copyrighted and contains proprietary information and may not, in whole or in part, be copied, photocopied, reproduced, translated, or reduced to any electronic media or machine-readable form without written authorization from CompuGroup Medical US. The software described in this manual is the original work of the authors and is copyrighted with all rights reserved by CompuGroup Medical US.

4 4 CompuGroup Medical US CGM WEBPAY INSTALLATION PROCESS Client returns signed proposal and agreement to CGM US. CGM US sends Client Setup Packet & Technical Requirements to client. Client returns completed forms to CGM US. CGM US receives Client login credentials from PaySpan. PaySpan contacts client to assist with completing the Merchant banking paperwork. CGM US submits information to PaySpan for registration. PaySpan ships card reader terminals to client location(s). CGM US connects into client s system and performs setup. Training provided. CGM US & PaySpan schedule training for the client. Process is Complete.

5 CompuGroup Medical US 5 CGM WEBPAY PRACTICE INFORMATION FORM Complete the following forms and return them to your Project Manager. This information is required a minimum of four weeks prior to the estimated go-live date to ensure a smooth installation. You will need to assign an individual to be responsible for all CGM webpay activity. If you have multiple databases in CGM webpractice, complete a separate Client Setup Packet per database. Client # Database # Client Name Time Zone PaySpan Admin Information You will need to indicate which individual(s) you want to provide access to the PaySpan website to print reports, etc. for all CGM webpay activity.

6 6 CompuGroup Medical US Provider Setup Form Merchant (Client) Information Legal Name: Merchant Name (DBA): Merchant Contact Name: Merchant Contact Phone Number: Merchant Contact Fax Number: Address: City State: Zip: Tax ID: PMS System: Number of Practitioners: Number of Locations to Set-up: Number of Card Readers: Number of Users: Annual Credit Card Volume (All card types): Services Delayed Settlement (Yes or No): Yes Sign to acknowledge receipt and understanding of the CGM webpay Technical requirements. You can contact CompuGroup Medical at to request a copy of this document or you can access the Knowledge Tree folder in CGM webpractice Help to download a copy. Client Name Signature Date Title

7 CompuGroup Medical US Complete the following information for each practice Location that will be using CGM webpay. You will also need to indicate how many card readers you will need. Typically, provide one card reader for each person/workstation that collects payments, with a minimum of one for each location. Tax ID Merchant Name Location Description (displayed to users) Address City State Zip Phone Number Fax Number Time zone AMEX MID CGM PM Location ID # of Card Readers

8 8 CompuGroup Medical US PAYSPAN INTERNAL INFORMATION **************************This page is for PaySpan Internal Use only************************ Notification - Notify when account setup is complete Merchant Partner Sales Representative: Partner Implementation Rep: Initial Admin User Setup Initial Admin User: Contact Phone Number: Kick Off meeting Information Internal Kick Off Call Date and Time : Possible Date and Time 1: Possible Date and Time 2: Partner Sales Rep Name and Number: Partner Implementation Rep Name and Number: Merchant contact Name and Number: Merchant Rep Name and Number: Processor Setup Merchant Services Provider: Merchant ID (MID): Terminal ID (TID): Partner Support Contact: Partner Support Phone Number: Partner Tech Support: Merchant Category Code (MCC): SIC: AMEX Entitlement Number: Discover Entitlement Number: Bank ID (BIN):