Integrations and Add-ons

Connect and automate your business with other tools and features.

Credit Card Payments with Medipass

One of Medipass’ functionality is to process credit card payments for patient-funded Consultations, without the need for a terminal. This is especially useful when a terminal is not accessible when visiting a client or when conducting a telehealth session.

Medipass also allows the processing of other types of claims, for more details, refer to the articles below:

There are 2 ways to process the Credit Card payment:

  • Assisted Card Payment: Credit Card details are added in the software by the staff member and can be saved for future transactions.
  • SMS Payment Request: The Client receives an SMS with a payment link to key in their Credit Card details to process the payment.

Make sure the Medipass integration and claimable items are set properly before submitting claims to avoid error or claims being rejected. Refer to Setting Up Medipass for more details.

Processing an Assisted Card Payment for a Private Payment

Assisted card payment allows processing a credit card payment without a terminal as the credit card details are keyed in Medipass by the front desk staff.

1. In the Diary open the booking and click Generate Invoice.

2. Edit or add items if required and click Pay with Medipass.

3. Select Patient-funded.

4. Tick the Item and click Pay with Medipass.

5. The Medipass portal will open. Verify the item details are correct and click Continue to Payment.

6. Select Assisted card payment.

7. Add Card number, Expiry and CVC.

With the client’s consent, the credit card details can be saved for future transactions.

8. Tick the Authorisation field to confirm that you have the authority from the cardholder to charge the credit card.

9. Click Submit. The payment will be processed and recorded on the invoice automatically. The Medipass portal will close and the screen will be redirected to the Diary.

Processing an SMS Payment Request for a Private Payment

This option will send an SMS to the Client for them to process the payment with a Credit Card or Apple Pay/Google Pay, on their mobile device.

1. In the Diary open the booking and click Generate Invoice.

2. Click Pay with Medipass.

3. Select Patient-funded.

4. Tick the Item to request the payment for and click Pay with Medipass.

5. Verify the item details are correct and click Continue to Payment.

6. Select SMS payment request.

7. Confirm the mobile number is accurate and click Submit.

It is possible to send the SMS to a different mobile number by clicking Use different mobile number.

8. The Item Status will be set as Pending and the Client will receive a payment link via SMS.

9. Once the Client clicks on the link, they will see the amount to pay and be able select to pay by credit card details or with Google Pay or Apple Pay.

9. The Client needs to add their payment details and click Approve.

Once the payment is processed, it will be recorded on the invoice automatically. The Medipass portal will close and the screen will be redirected to the Diary.

Processing a Patient-Funded Payment for an Existing Invoice

It is also possible to process an Assisted card payment or an SMS payment request for an existing invoice.

1. Find and open the existing Invoice.

2. Click Medipass at the bottom.

3. The Medipass portal will open, refer to steps 3 onwards from the relevant section above to select the patient-funded option and process the payment.

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