Set up Payment Gateway

Update bank accounts to support Payment Gateway, and set Credit Card options for practices using Payment Gateway with OLA.

Set up Zedmed Bank Accounts

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

Requirements

• The bank account owner's Tyro API password. This is created in their Tyro account. See the Create Tyro API password guide.
• The bank account owner's Tyro Merchant ID (MID), which is emailed to them when their Tyro account is created

Steps

1. From Zedmed's top menu, select Practice Setup > Practice.
2. Select the Bank Accounts tab.
3. Select the Name of the bank account from the drop-down.
4. Under Payment Gateway enter the MID and the Tyro API password.
   Repeat these steps for the next bank account.
   Reporting Password and Surcharge fields: for ePayment Reconciliation Report, which requires a Reporting API Password.
   

   

Configure Appointment Type payment options  (if using OLA)

Configure the payment card options supported for each practitioner by Appointment Type.

To configure Payment Gateway Availability: 

1. Open Appointment Types (Practice setup>Appointments).
2. Select the first Appointment Type to configure.
3. Tick Credit Card token required.
   The payment options for each practitioner will become available.
   Remove the Credit Card Required tick for practitioners who do not want patients to be asked for card information.
4. Estimated Billing Amount (optional).
   This field allows the practice to display the estimated appointment cost when the patient books 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
5. Bulk Billing exemptions.
   Tick the box by the allowed exemption for pension and DVA card holders. They will not be asked for payment details in OLA.
   At the Yes/No prompt:
   • Select Yes if the exemptions apply to the entire practice, and all doctors will be ticked.
   • Select No if it is per docto,r and tick next to the names of doctors accepting the exemptions.
6. Age Range exemptions.
   Tick the box and enter the age range to exempt qualifying patients from being asked for payment details OLA.
   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:
   • Select Yes if the exemptions are for the whole practice and all doctors will be ticked.
   • Select No if it is per doctor, and tick next to the names of doctors accepting the exemptions.
7. Select the next Appointment Type Name that uses Payment Gateway and repeat the steps above.
8. Select Close to save and exit.