PracSuite's Online Booking System offers the ability to take a payment when a patient books online. PracSuite offers the ability to collect either the full fee or a deposit at the time of booking.
Prerequisites
Online payments are facilitated via PracSuite's integrations with Tyro Health Online (Australia only) or Stripe.
Transaction fees are applicable for both payment processors and will be passed onto you by the respective payment processor. Tyro Health Online offers lower transaction fees for Australian users than Stripe. You can learn more about Stripe pricing here.
To enable online payments in PracSuite, you will need to:
Familiarise yourselves with the transaction fees for your chosen payment processor.
Create a Tyro Health Online or Stripe account.
Integrate Tyro Health Online or Stripe with PracSuite by following the integration setup guides linked below:
If you've selected Tyro Health Online as your payment processor, you should also add your Tyro Unique ID Number to ensure that patients can proceed with their online payment if there are any issues finding the practitioner by provider number in your Tyro Health Online account. Click here to learn more.
Enabling online payments
Provided the above steps are complete, follow the steps below to enable online payments.
Online payments are enabled in Settings > Online Bookings > Online Booking Overview.
Scroll down to the bottom of the page to find the Online Payments section.
You'll see an overview of your active businesses, along with payment integrations available to them, and which payment processor is currently selected.
Online payments will not be available for any businesses without a payment processor selected. If you choose to require online payments for business with misconfigured online payments, patients will be unable to complete the online booking process.
If you've selected Tyro Health Online as your payment processor, you should also add your Tyro Unique ID Number to ensure that patients can proceed with their online payment if there are any issues finding the practitioner by provider number in your Tyro Health Online account. Click here to learn more.
Configuring online payments per service
Online payments can be enabled per Online Booking Service and per Appointment Type.
Go to Settings > Online Booking > Services and select the service you want to enable online payment functionality for.
For each Appointment Type, select the settings cog on the right-hand side.
In the pop-up window, you will need to choose your online payment preferences for this Appointment Type.
If choosing to enable online payments for this Appointment Type, you will need to choose from the following options:
Payment Required or Optional - Specifying whether payment is required or optional at the time of booking online.
Payment Explanation - Outline to your patients why you are requesting payment at the time of booking online.
Payment Type - What type of payment you're requesting:
Full Fee - The full Item Code fee associated with this Appointment Type will be requested.
Deposit % - Choose whether to charge a % of the full fee. Select the Manage Fees button to view the item codes and fees associated with this Appointment Type.
Deposit Fee - Choose whether to charge a fixed fee regardless of the associated item code fee. This is suitable if you wish to always charge the same fee, e.g., a $20 deposit.
Once the above selections are made, select Save to finalise your changes.
Repeat this process for all Appointment Types and services you wish to collect online payments for.
Online Payment Considerations
Please note that online payments may not be suitable for all services, so consideration should be given before enabling this feature. Accepting payment at the time of booking may be suitable for private billing scenarios where the patient is not eligible for benefits, like health fund claiming. Online payments are generally not suitable for third-party billing scenarios, for example, when you are processing a Medicare Bulk Bill, Workcover or other insurance claims for the service.
Scenarios where accepting full payment may be suitable:
Patients paying in full privately
The patient will pay in full and will be provided with a receipt to manually claim with their health fund (i.e. a claim is not processed in the clinic via a health fund claiming terminal)
A patient will be paying in full and the clinic will be submitting a Medicare Patient Claim
Scenarios where accepting a deposit may be suitable:
Where the final fee is unknown at the time of the booking
Reserving funds for late cancellations or no shows (with the option to apply the payment to an invoice or refund it via your online payment processor)
Reserving funds for a gap amount to be paid on the date of service. In this case, the deposit should be the gap amount or less to avoid having to provide refunds.
Click the articles below for further information regarding online payments: