-ePayments: Configuring Deposits for Reasons and Providers

With eAppointments, a deposit can be collected at the time of booking an online appointment. The practice can specify which providers and reasons require a deposit. Available from Build 5750.

Note: The provider reasons must be set up before proceeding with the deposit allocation.

eAppointments: Create and Add Appointment Reason for Providers

1. Within the eServices portal

2. Go to Menu > Practice Management                                                                                               

3. Select eAppointments Management

4. Select Deposit Settings

5. Select Surgery Name                                                                       

The Same Deposit Amount for All Reasons

1. At Set deposit for all reasons enter the required amount. This applies the amount to all reasons     

2. Click Save

A Different Deposit Amount for Each Reason

At Reasons with deposit, you can select specific reasons to require a deposit when making a booking. Each reason can have a different deposit amount associated with it.

1. Use Search for fine the particular reason

2. Tick the reason and enter the required amount                                                         

3. Click Save

Providers Requiring a Deposit

You can choose to require a deposit for online bookings for all providers or select specific providers to request a deposit.

For All Providers

1. At Providers with Deposit, select Select All                                                             

For Selected Providers

1. At Providers with Deposit, tick the particular providers