What is the purpose of this article?
This article should teach the reader how to take pre-authorised payments against an appointment type.
What is the context of this article?
Clients may require patients to make pre-authorised payments ahead of an appointment. This article details the workflow of how MMS Users can take a pre-authorised payment.
Pre-requisites
Steps to Use This Feature
- Once you have an appointment booked for your patient you should access it via the Patients Record. Start Page > Patient > [Select Patient] Patient Record > Appointments > [Select Appointment]
- To raise a pre-authorised payment, open the appointment and scroll down until you find the Pre Authorised Payment option.
Populate the following Pop-Up window with the relevant information (see table below)
| Field Name | Description |
| Payment method | Select the drop-down option and select OPAYO (name will appear as it has been configured in Common Catalogue) |
| Debitor | Patient name |
| Creditor | Which company is to receive the payment |
| Amount | Total amount to be held against the card. The maximum this can hold is the sum of the services, cancellation, and excess. |
| Services |
The total amount of appointment type including; services, products, modules, tests, PACs. |
| Cancellation | The DNA/Cancellation fee the patient will be charged if they DNA/cancel late |
| Excess | The amount of excess raised against this instance. |
| Expiry date | The date this pre-authorised payment will be held until. |
| Select Card | Any cards already used and saved by this patient will be available here* (these are securely stored tokenized on OPAYO) |
| Name | Name on card |
| Address/Email/Phone | Address, email address, and phone number of payee |
| Save payment details | Tick option to save card details for later* |
*Note: the CVC will be required on all saved cards to prevent payments from being taken without the patient's consent.
Review date
This article was last updated on the 24th of January 2022 in the context of Meddbase version
1.247.0.37099