Billing

Workflow Based FAQ

• How to collect the upfront charges while booking an Appointment through Web-embed?
• How to collect Copay charges for an Online Appointment?

How to collect the upfront charges while booking an Appointment through Web-embed?
To collect any upfront charges to secure the appointment slot, cover the cancelation fees, or as deposit charges for the service, follow the steps given below.

1. Configure the Visit Type charges under the 'Settings > Calendar > Visit Types' section.
2. Navigate to 'Settings > Calendar > Online Appointments' and enable the 'Online Appointments' option.
3. Enable the 'Card Processing' option. Choose the 'Beneficiary' and 'Processing Type'.
4. Select the Charge Type' as 'Fixed', enter the fixed amount you need to charge the Patients while booking an appointment in the 'Amount' field, and save the changes.
5. On successful completion of the Encounter, this fixed amount gets applied to the Invoice, and the balance amount of the Visit Type charge gets calculated.
6. You can also add Procedure Codes and their charges while configuring Visit Types. Choose to apply the Procedure Code Charges or Visit Type charges to the Invoice.

How to collect Copay charges for an Online Appointment?
The Copay charges can be collected from the Patients while booking an Appointment from the 'Calendar' section in the following ways.

1. Bulk Charge Card on File
   
   1. Go to 'Calendar > List View'.
   2. Filter the Patients with a Card on File using the 'Filter By' option and click the 'More Options (...)' icon.
   3. Select the 'Charge Card on File' option.
   4. Enter the 'Payment Amount', choose the 'Beneficiary', and select the 'Card to be Charged'. Finally, click the 'Charge Card on File' button.
2. Bulk Send Payment Link
   
   1. Go to 'Calendar > List View'.
   2. Filter the Patients using the 'Filter By' option and click the 'More Options (...)' icon.
   3. Select the 'Send Payment Link' option.
   4. Enter the 'Payment Amount', choose the 'Beneficiary', and click the 'Send Payment Link' button.
3. Auto-charge Card on File
   
   1. Enable the 'Auto-Charge Card on File for Patient Appointments' option under the 'Settings > Billing > Calendar-Payment Collection' section.
   2. You can also choose to auto-charge the Card on File for specific Visit Types and when to charge the Card on File.
4. Auto-send Payment Link
   
   1. To send Payment Links automatically to Patients with scheduled Appointments, choose 'Yes' for 'Auto-send Payment Link for Patient Appointments' under the 'Settings > Billing > Calendar-Payment Collection' section.
   2. You can also configure when to send the Payment Link, Payment Request Amount, Default Beneficiary, Email Content of the Payment Link, and Send Payment Link to Email/Cell Number or both.

To know more about the default settings to configure while collecting payments from the Calendar section, Click here.