Understanding How Bluefin Operates in Curve Hero

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Description

This quick guide outlines how Bluefin is integrated in Curve Hero.

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Steps

The following topics are covered in this quick guide: 
 

• Section 1 - Adding a Bluefin Device


• Section 2 - Reviewing the Current Billing Module


• Section 3 - Reviewing the Updated Billing Module


• Section 4 - Posting a Bluefin Payment in the Updated Billing Module


• Section 5 - Editing Bluefin Payment Types Accepted in the Updated Billing Module

Section 1 - Adding a Bluefin Device 
 

1. In the Sidekick, click the More menu, then click Administration within the drop-down list.







2. In the Administration menu, within the Practice information drop-down list, click Practice settings.







3. In the Practice details section, click the Bluefin tab.




4. In the Bluefin devices section, click the Add device button.




5. In the Add Bluefin device dialog box, within the Device name field, enter a unique name for the Bluefin device.

Note: If a device name is not entered, the device name will automatically default to "Device". If there is more than one device associated with the clinic, the device names will be consecutively numbered (e.g., "Device 1", "Device 2", etc.).







6. In the Serial number field, enter the serial number located on the back of the Bluefin device.







7. To associate the Bluefin device with a specific clinic, click the Clinic drop-down menu.

Note: If the practice has only ever had one clinic, the Clinic drop-down menu will not be accessible. When a Bluefin device is associated with a clinic, the device will appear in the payment device drop-down list in the Billing module (for more information, refer to Section 4 below). The clinic associated with the device will also display in the Bluefin tab within the Practice details section.







8. In the Clinic drop-down list, click the applicable clinic to associate the Bluefin device with.







9. Click the Save button.







10. The Bluefin device is added to Curve Hero and is also included in the Bluefin devices section.

Note: After the Bluefin device has been added, it is recommended to restart the device and to also log out and log back in to Curve Hero. This will ensure all updates have been applied.




11. The Bluefin device can now be used to accept payments in the Billing module. For more information regarding how to post a payment in the Billing module using a Bluefin device, refer to Section 4 below.

Section 2 - Reviewing the Current Billing Module 
 

1. The current (soon to be obsolete) Billing module is included in the below screenshot:




2. The SREDKey device works with the current Billing module.

Section 3 - Reviewing the Updated Billing Module 
 

1. The main page of the updated Billing module is included in the below screenshot:




2. New Bluefin devices as well as the SREDKey device work with the new Billing module.

Section 4 - Posting a Bluefin Payment in the Updated Billing Module 
 

1. In the Sidekick, locate the patient.


2. Within the Sidekick, click Billing.







3. In the Billing module, perform one of the following two options:


• Option I - In the applicable invoice row, click the More options menu, then in the drop-down list, click Add patient payment.







• Option II - Right-click the applicable invoice row, then in the drop-down list, click Add patient payment.




4. In the Add patient payment section, within the Date field, either enter the date or click the calendar icon to select a date from the calendar drop-down.







5. Click the Payment from drop-down menu.

Note: As the Payment from drop-down menu is not a required field, it can remain blank.







6. In the Payment from drop-down list, click the name of the payer.







7. Click the Payment type drop-down menu.







8. In the Payment type drop-down list, select a Bluefin accepted payment type.

Note: Bluefin accepts Visa, MasterCard, American Express, Discover, and most debit cards. To select which payment types can be used with Bluefin devices when adding a payment in the Billing module, refer to Section 5 below.







9. The Payment amount field is auto-populated with the patient balance.




10. A payment can be applied to the invoice by either entering a new payment amount in the Payment amount field or by allocating payment amounts to specific line items as indicated below:

Method I - Enter the Payment Amount in the Payment Amount Field


1. In the Payment amount field, enter the payment amount that will be applied to the invoice.

Note: The entered payment amount will be applied in top-down order to each line item with an amount owing until the payment amount is exhausted. If the payment amount exceeds the amount owing, the overpayment amount can either be applied to the account as a credit or refunded to the responsible party.




Method II - Enter Specific Payment Amounts for Each Line item


1. Within the Payment amount column, click the applicable line item payment amount field, then enter the payment amount that will be applied to the line item.

Note: The payment amount(s) entered in the line item payment amount field(s) will override the amount contained in the Payment amount field.




11. If both the SREDKey and PAX S300 devices are activated at a clinic, refer to Section I below. If only the SREDKey device is activated, proceed to Section II.

Section I - SREDKey and PAX S300 Devices Activated in Curve Hero

Included below are the steps to post a Bluefin payment when both the SREDKey and PAX S300 devices are enabled in Curve Hero:


1. If the Bluefin device has never been used at the clinic or the last Bluefin device that was used to accept a payment was deleted from Curve Hero, then the Bluefin device must first be selected. To select the Bluefin device that will be used to swipe the patient's card on, click the payment device drop-down menu.

Note: If the Bluefin device was previously used at the clinic, the payment device button will display the name of the device. Therefore, for example, if the last Bluefin device that was used to accept a payment at the clinic was the device named Front Desk, the Front Desk button would display (as opposed to the Choose payment device button).




2. In the payment device drop-down list, select the applicable payment device.

Note: To post a payment without using a Bluefin device, select Payment without device in the payment device drop-down list. The payment will be posted using the payment type selected in the Payment type drop-down list. This option applies to payments posted through other services such as the Bluefin PayConex Gateway.







Section II - Only SREDKey Device Activated in Curve Hero

Included below are the steps to post a Bluefin payment when only the SREDKey device is enabled in Curve Hero:


1. Click the Swipe card button.

Note: To post a payment without using a Bluefin device, select Payment without device in the payment device drop-down list. The payment will be posted using the payment type selected in the Payment type drop-down list. This option applies to payments posted through other services such as the Bluefin PayConex Gateway.







12. After either selecting the payment type in the payment device drop-down list or clicking the Swipe card button, the Awaiting card swipe... dialog box opens indicating that the entered payment amount will be charged to the card after the card has been swiped in the Bluefin device.

Note: The credit card can also be entered using the keypad on the Bluefin device. To do this, enter the 16-digit credit card number, then press the Enter key. When prompted, enter the credit card's four-digit expiration date (in the MMYY format), then press the Enter key.







13. After the card has been swiped, a dialog box will display indicating that the payment is processing.







14. If the payment is approved, the Payment approved dialog box will display. Click the OK button to close the dialog box.

Note: If the payment is not approved, a dialog box indicating that the payment was declined will display. If an error message displays, contact Bluefin and provide them with the details of the error message.







15. The approved payment is added to the invoice and includes the Bluefin transaction ID.




16. To view the payment details, click the Patient payment row.

Section 5 - Editing Bluefin Payment Types Accepted in the Updated Billing Module 
 

1. In the Sidekick, click the More menu, then click Administration within the drop-down list.







2. In the Administration menu, within the Billing management drop-down list, click Payment types.







3. In the Payment Types module, within the applicable payment type line item, click the More options menu, then click Edit in the drop-down list.




4. In the Edit payment type dialog box, click the edit payment type drop-down menu.







5. In the edit payment type drop-down list, click the applicable option.







6. Click the Save button.







7. The Bluefin column for the applicable payment type line item is updated.




8. When adding a payment in the Billing module, if the selected payment type is accepted as a Bluefin payment type in the Payment Types module, the option to post the payment using a Bluefin device will be available.