Pair the Practice Terminal with a Practitioner

For a practitioner to use EasyClaim, the terminal must be paired with the practitioner details.

About this task

Pair the practice terminal in a practitioner's account from the Settings menu.

Procedure

To pair the practice terminal:
  1. Select User iconuser > Settings iconSettings.
  2. In the Settings window, select Users > Account List. The User list window is displayed.
    Example User Management Window
  3. For the user you want to edit, hover your mouse in the Actions column and click Edit userEdit.
  4. In the Centres section, select the centre you want to configure.
    Tip: If the user works at more than one centre, choose the centre where they will use the terminal.
  5. Under the selected centre tab, in the Payee Merchant ID field, enter the Payee Merchant ID.
    The Payee Merchant ID must be same as the Merchant ID used in the terminal during the terminal set up.
    Payee Merchant ID Pairing
  6. Click Save.