OnCall Health | Customer Support Portal

How can we help?

Search

How to process a payment for an appointment

Article author
Alexandra Latter
  • Updated

If you are making use of the OnCall Health billing tool, you will be able to charge clients in the following situations

After a scheduled appointment on the platform is over

If the client has not provided their payment information prior to the appointment, you should be able to see their missing payment status in 

  • The associated appointment
  • The Roster contact associated with their email address 
mceclip2.png
mceclip3.png

 

You can start charging a client for an appointment on the platform by completing the appointment in the Upcoming Appointment tab

 

mceclip4.png

 

By clicking on "Complete Appointment" button, you will see a warning message if the client has not provided payment information yet and confirm the fee of the appointment

mceclip5.png

 

After a failed attempt to charge

  • If the client has not yet entered payment information before you complete an appointment or the attempt to charge fails, you will be able to reprocess the payment via the Appointment Card in Past Appointment List

mceclip6.png

  • Once you are in the Past Appointment List, you can search for the appointment to reprocess payment and click on "Process Payment" button when there is a record of the client's payment information on the platform 
mceclip7.png
  • If the attempt to charge is successful, the "Process payment" button will turn into "Invoice" button that allows you to download the invoice of the appointment 
  • Once payment has been successfully processed, you will receive a success message and an e-mail receipt will be sent to both yourself and the client.
Screen_Shot_2019-05-29_at_4.31.50_PM.png

 

Please note: 

  • Depending on the reason for the failed payment, you may need to attempt again a few days later.
  • If it is a group session, you will need to click on the arrow to see the individual participants and reprocess their payment. 

mceclip0.png

If you have any further questions, please contact Technical Support at support@oncallhealth.ca 

 

Was this article helpful?

Comments

0 comments

Article is closed for comments.