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How to set up Payment Processing

Article author
Helen
  • Updated

Setting up payment processing in the OnCall Health platform couldn't be more simple! 

Collecting appointment fees, from regular session charges to no-show and cancellation fees, is all possible in the OnCall Health platform. To get set up, simply request a direct deposit form from your account manager, or at support@oncallhealth.ca

Once this form has been completed, you will be able to accept and charge payments in the OnCall Health platform. 

Setting an Appointment with a Fee: 

To set up an appointment with a fee, log in to your OnCall Health account. 

Click on the blue button with the plus sign in the middle. 

Click on the type of appointment you would like to create. In the new appointment creation dialogue box, you will see a field next to the participant information fields. The field will is called 'Fee'. 

Once all of the other requisite information has been filled out in the appointment creation window, you will be able to set a fee using the fee field. 

 Once a fee has been set, the 'Create Appointment' button in the top right hand corner of the screen will turn from grey to blue. 

A fee being set for an appointment means that the appointment participant will need to enter in valid payment information the next time the log in to the platform. 

Appointment participants will see a screen that looks like the one below, asking for their payment information. Clients may use any major credit cards, or VISA debit.

Once valid payment information has been entered, appointment participants will be able to log in for their appointment and any future appointments without being asked for payment information again. 

Completing Appointments: 

To process payment, the 'Complete' button must have been pressed, closing out of the appointment. Once 'Complete' has been pressed, an invoice will be sent automatically to the provider and the client indicating that they have been successfully charged for the appointment. Please note that failure to press complete after each appointment will result in missed payments. 

$0 Fee Appointments: 

For any clients who wish to be charged outside of the platform, or who do not wish to enter in their credit card information, simply enter '0' into the fee field, as you see below. 

Leaving the fee field completely blank will leave the 'Create Appointment' button grey, indicating that the system will not allow you to create a new session. Please be sure to enter in a '0' for all non-fee appointments. 

Stripe Deposits: 

Once payment has been processed through Stripe, you will see deposits made in your connected account on a rolling basis every 4 days. The first deposit may take up to 7 days while Stripe verifies account information. 

Reset Payment Information: 

If clients need to reset their payment information, they can do so by contacting support@oncallhealth.ca. 

Please contact your account manager for more direction. 

Stripe: 

Payment in the OnCall Health platform is powered by our payment processing partner, Stripe. 

For more information about Stripe, their policies, procedures, please visit:
https://support.stripe.com/

To set up payment processing in your account, please contact your account manager, or write in to support@oncallhealth.ca. 

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