This quickstart guide show how to use Payment Gateway to request credit card information from a patient when booking an appointmentand how to bill that card. For additional information, see the full Payment Gateway User Guide.
How to request credit card information
Step 1 - Book an appointment for a patient.
Step 2 - In the Appointment Details screen, check if there is a credit card icon.
If there is no icon, there is no valid credit card on file so proceed to step 3.
Step 3 - Select the arrow beside Close and select Close & Request Payment Card.
The appointment will be created, and the patient will receive an SMS asking them to enter credit card information.
Other ways to request a payment card:
- Right-click a booking in the Appointment Grid and select Request Payment Card.
- Select the Request Payment Card option in the Patient Record > Payment Cards tab.
How to bill using ePayment
- Follow the private patient billing process.
- Check the patient is the payer and the correct treating doctor is selected.
- Select QuickPay.
- Select ePayment.
- Select the card to use. If there are multiple cards, the selected card will be highlighted in grey.
- Select Bill.
The ePayment dialog will close and a confirmation message will appear on the Quickpay screen.
