Request a card and bill QSG

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.

To request a credit card for an existing Appointment

Select the Request Payment Card option in the Patient Record > Payment Cards tab, or

Send a payment card request to an existing appointment:

1. Confirm there is NO credit card icon to the right of the appointment. The example shows where the icon will display.
   
2. Right-click the appointment and select Request Payment Card.

   

3. The patient will receive an SMS with a link to a payment card page.

How to bill using ePayment

1. Follow the private patient billing process.
2. Check the patient is the payer and the correct treating doctor is selected.
3. Select QuickPay.
4. Select ePayment.
5. Select the card to use. If there are multiple cards, the selected card will be highlighted in grey.
6. Select Bill.

   

   The ePayment dialog will close and a confirmation message will appear on the Quickpay screen.