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Heartland Pax was purchased, what are next steps...

  Once you have been approved by Heartland and have received your PAX s300 device, here are your next steps:

 

1. If Heartland has not contacted you yet, please call Heartland PAX dept 1-866-399-3035 or 1-888-909-8498 (OR SPTEMV@E-HPS.COM) so, Heartland can assist you in connecting the PAX device and cable accessories and turn on tokenization.

 

2. Please provide support with the following information:

 

-Do you have a DHCP or Static IP address?

-Do you currently use Forte credit card merchant?

-If you currently use another credit card merchant, have all payments processed been entered into VL?

If not, please ensure all payments taken are up to date in VitaLogics before Heartland is turned on. once we turn on Heartland you can only add credit card payments going through the Heartland Pax device.

 

 

3a. CLOUD CLIENTS: To set up port forwarding you will need to know your Router username & password. You can either find it on a tag on the router or contact your internet provider. (this is NOT your WIFI username/password)

* Note: IF your router company has to set up port forwarding (like Charter), you will need to go to your Pax device and follow these steps:

To Get the IP address assigned to your PAX device

• Hold Function button down and Hit #1 button at same time (this unlocks)

• On the device hit menu

• Type in 916860 when prompted for the password.

• Hit the green ok button then hit the down arrow on the screen and select communication.

• Type in 916860 when prompted

• Hit the green ok button then the down arrow and select LAN parameters

• Select IP address. This will show you the IP address assigned to the PAX device

• Write this address down.

Once you obtain the PAX IP address, you will need to provide it to your router company Along with the port forwarding # which is 10009. Please let the router company know "the pax device needs a static IP address on the INTERNAL network. They don't need a static WAN IP address."

 

3b. SERVER CLIENTS: You will need to obtain your PAX IP at the time of setup with VL Support.

To Get the IP address assigned to your PAX device

• Hold Function button down and Hit #1 button at same time (this unlocks)

• On the device hit menu

• Type in 916860 when prompted for the password.

• Hit the green ok button then hit the down arrow on the screen and select communication.

• Type in 916860 when prompted

• Hit the green ok button then the down arrow and select LAN parameters

• Select IP address. This will show you the IP address assigned to the PAX device

• Write this address down.

 

4. Once you have all of the information support needs, please contact VitaLogics support at support@coactionsoft.com to provide information and times your clinic has available, so we can schedule a time to perform the VL setup. This process usually takes about 20 min for local Server clients and can take approx. an hour for Cloud Clients due to router port forwarding.

 

5. Once VitaLogics completes our portion of the set up, we will walk you through posting a penny payment with a credit card (you will need to have one available) to test that everything works.

 

-If you using another credit card merchant, please ensure all payments are up to date in VitaLogics once we turn on Heartland you can only add payments with the Heartland device

 

**Important info for current FORTE customers**

 

If you are currently using Forte that was integrated with VitaLogics, you will need to ensure ALL charges that need to be posted using Forte are completed before we turn OFF Forte.

Also, all credit card info that was saved in Forte will no longer display once Forte is turned Off. Once you install Heartland, you will need to have your patients’ re-swipe or you will need to manually enter their card numbers and info into the pax device to save credit card info and re-connect any care plans on auto debit to the Heartland saved credit card.

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