Set up Payment Gateway

Set up the Zedmed Payment Gateway so the practice can request credit card information when a booking is made using Zedmed Online Appointments (OLA). The card is charged after the consultation. 

MOVED TO INTERNAL KNOWLEDGEBASE

Set up Appointment Types

Configure the payment options supported by each practitioner and by the practice.\

These steps require the Appointment Types to have been made available online as part of the Online Appointment setup.

To configure Payment Gateway Availability: 

1. Go to Zedmed's Management tab.
2. Select Practice Setup then Appointments > Appointment Types.
   The Appointment Types screen will open.
3. Select the Appointment Type to configure
4. Tick Credit Card token required.
   The payment options for each practitioner will become available.
   Remove the tick from the Credit Card Required field of any practitioner not requiring payment information.
5. Provide Estimated Billing Amount.
   This optional field lets the practice show the estimated appointment cost when the patient makes an appointment.
   • If you want the estimated appointment cost to display when an appointment is booked, enter the amount.
   • If a doctor has their own appointment cost, enter it into the Estimate Amount field next to the doctor.
   • If these fields are blank no message will be displayed
6. Bulk Billing exemptions.
   Exempt qualifying patients from the payment details step in Online Appointments.
   1. Tick the box next to the allowed exemptions for pension and DVA card holders.
      At the Yes/No prompt:
   2. Select Yes if the exemptions are for the whole practice and all doctors will be ticked.
   3. Select No if it is per doctor and tick next to the names of doctors accepting the exemptions.
7. Age Range exemptions.
   Exempt qualifying patients from the payment details step in Online Appointments.
   1. Tick the box and enter the age range. E.g enter 10 if the child must be 9 or younger and 65 if the patient must be 66 or older.
      At the Yes/No prompt:
   2. Select Yes if the exemptions are for the whole practice and all doctors will be ticked.
   3. Select No if it is per doctor and tick next to the names of doctors accepting the exemptions.
8. Select the next Appointment Type Name that uses Payment Gateway and repeat the steps above.
9. Select Close to save and exit.
   

Set up Zedmed Bank Accounts

Add the Payment Gateway connection information to each bank account in Zedmed. 

You will need the Tyro API key for each entity receiving payments. To get this key, see the Obtain Tyro API key guide.

1. Login into Zedmed with administrator access.
2. Select the Management tab.
3. Select Practice Setup > Practice.
4. Select the Bank Accounts tab.
5. Select the Name of the bank account.
6. Under Payment Gateway enter the MID and the API Key.
   This is the MID for the practice or doctor who owns the Tyro eCommerce account to link to the Bank Account.
   The API Key is where you put the API password created by the Tyro eCommerce account.
7. Repeat these steps for the next bank account.