If your terminal is already connected and you want to optimise its settings, see Optimise Smart Health terminal settings for community pharmacy.
More information: CommBank Smart Health user guides
CommBank Smart Health Hub User Guide
CommBank Smart Health Terminal - Standalone User Guide
CommBank Smart Health Terminal - Integrated User Guide
What this article covers
Prepare a Smart Terminal for integrated mode
Prerequisites
Before you start, make sure you have the following ready:
A Smart Terminal that is charged and turned on.
The Access PIN to unlock the terminal, received in the documentation supplied with the terminal.
Your login details for the CommBank Smart Health Hub, received in the "Please set up your SmartHealth Hub" email from Whitecoat.
Access to the POS workstation you will process transactions from.
1. Connect the Smart Terminal to store Wi-Fi
Unlock the device using the Access PIN supplied by CommBank.
Slide down on the terminal screen to show the Wi-Fi symbol at the top.
Tap the Wi-Fi symbol and select your store Wi-Fi.
Enter the store Wi-Fi password.
The terminal is now connected to your store's Wi-Fi.
2. Set the default launcher app to Launcher3
Slide down from the top of the terminal screen.
Select the Settings cog.
Select Apps and notifications.
Select Advanced.
Select Default app.
Select Home app.
Set it to Launcher3.
Press the Circle at the bottom of the screen.
Launcher3 is now your default app. You should see a blank white screen.
3. Set the default payment app to the SmartHealth app
The terminal contains many apps, but the SmartHealth app is the one your staff will use most, so place it on the home screen. Make sure you have first changed the default app to Launcher3.
Slide up to show all apps.
Find the SmartHealth app, a yellow square with a grey heart icon.
Press and hold the SmartHealth app icon.
Drag the app icon to the blank home screen.
Pressing the Circle at the bottom now shows the SmartHealth app.
4. Extend the sleep mode
Sleep mode triggers the Smart Terminal to lock and require the Access PIN to unlock, which can be disruptive during business hours.
Slide down from the top of the terminal screen.
Select the Settings cog.
Select Display.
Select Advanced.
Select Sleep.
Set your preferred duration. Setting it to 24 hours means the device only sleeps after a full day of no use, so it only requires a PIN on days after full store closure.
5. Extend the lock mode
Lock mode requires the Access PIN to unlock the terminal, which can be disruptive during business hours.
Slide down from the top of the terminal screen.
Select the Settings cog.
Select Security & location.
Select the Screen Lock cog.
Toggle off Power button instantly locks.
Select Automatically lock.
Set your preferred duration. Setting it to 24 hours means the device only locks after a full day of no use, so it only requires a PIN on days after full store closure.
If the terminal is locked, it is a good idea to leave a note on the lock screen to direct staff.
Set up a lock-screen note
Slide down from the top of the terminal screen.
Select the Settings cog.
Select Security & location.
Select the Screen Lock cog.
Select Lock screen message.
Add a useful note to help POS staff, for example "Get Retail Manager" or "PIN is located in the passwords book".
Your terminal is ready for pairing with the Smart Health Hub.
Pair the terminal to your Smart Health Hub account
You will need:
A Smart Terminal.
Access to any internet browser.
Your CommBank Smart Health login details, received in the "Please set up your SmartHealth Hub" email from Whitecoat.
1. Find the Terminal ID
Turn on your Smart Terminal, open the SmartHealth app, and click the Let's Start button.
2. Log in to the CommBank Smart Health Hub and generate a pairing code
In any browser, go to https://merchant.whitecoat.com.au/login, or search for "Login to CommBank Smart Health Hub - Whitecoat".
Then:
Log in using your CommBank Smart Health login details.
Click the Practices tab on the left-hand menu.
Select your practice, usually your business name.
Click the Terminal tab at the top of the page.
You will see a list of terminals linked to your Smart Health Hub account.
Click Generate Pairing Code for the Terminal ID shown on your Smart Terminal.
Enter the pairing code into your Smart Terminal.
What if you have more terminals than login details? If you have, for example, two terminals but can see only one Terminal ID on the terminal page, contact the CommBank Smart Health Help Desk on 1800 222 484 between 8am and 8pm AEST, Monday to Friday.
Your terminal is now activated with your Smart Health Hub account.
Integrate with your POS (Z Software)
The SmartHealth app can be used in two modes:
Integrated mode: the Smart Health Hub and associated terminals are linked to your Practice Management Software (PMS) or Point of Sale (POS).
Standalone mode: the Smart Health Hub and associated terminals are not linked to your PMS. Payments are handled entirely by the SmartHealth app.
Both modes can process a transaction. Integrated mode lets your staff process a transaction using your POS software rather than entering details manually.
1. Change the SmartHealth app to integrated PMS mode
Click the Circle at the bottom of the terminal screen to go to the home page.
Select the SmartHealth app.
Click the hamburger menu at the top left of the screen.
Select Switch to PMS (practice management software) mode.
Sometimes the machine shows a different "waiting for PMS" screen. The terminal will display: "Terminal is ready to receive a claim transaction from practice management software".
Your terminal is now waiting for instructions from your POS to process transactions.
2. Check your integration keys in Z
Open Z Office.
Select Settings, then Store Settings.
On the System Settings page, click the Integration tab and ensure Scrypt is enabled.
Scroll down until you see Scrypt Pay.
Ensure Enable Scrypt Pay is checked.
Ensure API Version is set to V2.
Ensure there are hidden values in the API Key and API Secret fields.
Press Validate. You should see "Success. Your activation keys are valid".
Press Save.
3. Set Z Software to send transactions to the terminal
Go to the till you plan to connect this terminal to.
Open Z Register.
Click Settings.
Ensure Enable integrated EFTPOS is selected.
Set System to CommBank Smart Health.
Click Default Terminal and select the corresponding Terminal ID from the dropdown menu.
Click Save.
Multiple till workstations can point to one SmartHealth Terminal, and these workstations may be set under different registers. Consider how your configuration will be reflected on Z end-of-day reports and Smart Health Hub settlement reports.
Your Smart Terminal is now connected to your Z POS.
Tips: optimised settings for community pharmacy
Optimisation settings are centralised in Optimise Smart Health terminal settings for community pharmacy.
Final check
At this stage, you will have:
Set Launcher3 as the default terminal app.
Set the SmartHealth app as the default payment app on the home screen.
Paired your terminal to your Smart Health Hub account.
Configured terminal settings in your POS (Z Software) to use the terminal.
Take a payment
Make sure your Smart Terminal is showing the ready screen.
Create a transaction in Z POS with a misc item valued at $0.01.
Select Finish and wait for the Payment screen.
Select EFTPOS.
The Smart Terminal now shows a transaction for $0.01 ready for payment.
Complete the payment using the instructions on the terminal: tap, insert, or swipe.
Once payment is taken, the sale is completed on Z POS.
Issue a refund
Create a refund transaction in Z POS with the same value as before, $0.01.
Select Finish and wait for the Payment screen.
Select EFTPOS.
When prompted by the terminal, enter the Manager PIN or Cashier PIN to authorise the refund. This is a security measure.
The Smart Terminal now shows a refund transaction for $0.01.
Enter the card PIN for the card you are refunding.
Once the refund is issued, the sale is completed on Z POS.
Troubleshooting
When I select EFTPOS, the Smart Terminal does not prompt to take payment
Ensure your Smart Terminal is in PMS mode. To switch it back to PMS mode, follow the steps in "Change the SmartHealth app to integrated PMS mode" above.
When I select EFTPOS, Z Register displays "Scrypt Pay Failed"
Your Z Register may not be sending the correct information to CommBank to generate a transaction. Confirm Z Register is configured to use the correct terminal by following the steps in Set Z Software to send transactions to the terminal.
Need more help?
Contact the Scrypt support team at support@scrypt.com.au or 1800 SCRYPT (727 978).