*COMING SOON* ePayments: Setup

ePayments is a service that allows patients to pay a deposit for an appointment when they book through eAppointments. Different fees can be charged depending on what type of appointment the patient books. 

Once you have been signed up for ePayments you can setup these configurations within D4W, which are required for ePayments to function correctly.

Activate ePayments

1. Go to Location Setup > General > Group: eServices > enter Merchant ID number (Tyro Merchant ID - Practice to obtain from Tyro)

2. Now activate by going to Location Setup > General > Group: eServices > Activate ePayments > Yes

Allow Refunds of eAppointment Deposits from Appointment Book

Refunds of an eAppointment deposit can be done from either Appointment Book or Receipts tab. For refunds to be processed from Appointment Book this feature must be enabled.

Here is more information and instructions: ePayments: Allow REFUND of eAppt deposit from Appointment Book

Setup eAppointment Deposit Status Type

A new Status Type needs to be created for eAppointment Deposits.

1. Go to Appointment Book, Options drop down menu > Setup Status Types

2. Create an eAppointment deposit status

   

Set eAppointment Deposit Status 

Set eAppointment Deposit Status so that booked eAppointments with a deposit will be marked with selected Status Type indicating the eAppointment has a deposit attached. 

1. Go to Appointment Book, Options menu > Setup eAppointments 

   1. Select newly created Status from menu next to Set ''eAppointment Deposit'' Status 
   2. Click Exit                                                                                                           

Security

It is recommended that Security is enabled. This will prompt the user to enter their username and password when processing a refund of an eAppointment Deposit from either Appointment Book or Receipts tab.

Here is more information and instructions: ePayments: Security

Setup E-mail Templates

An email is sent to a patient when an ePayment deposit has been received or refunded. These email templates must be set up. 

Here is more information and instructions: ePayments: Setup E-mail Template for ePayments Captured and Refunded

ePayment Settings & Terms of Service

For ePayments to work effectively it requires eAppointment Reasons to be mandatory when a patient books an eAppointment. Easy booking mode must also be turned off. 

Here is more information and instructions: ePayments: Settings

Setup Deposit Reasons 

New deposit reasons can be added. 

Here is more information and instructions: eAppointments: Setup Appointment Reason

Setup Deposit Amounts

Individual deposit amounts can be added to eAppointment reasons or one amount to cover all eAppointment reasons.

Here is more information and instructions: ePayments: Configuring Deposits for Reasons and Providers