Slots Linked with General Store Orders
There is now the ability to link General Store Orders to auto create and collect payments from the Patient Portal.
Features needed for this includes: General Store/ Patient Portal Add-on and Heno's CardConnect Integration for Credit Card Processing.
To inquire information about enabling these features to your Heno Account please contact support@heno.io
First we will need to create a Slot Type & General Store Item
Adding Slot onto your Schedule
Setting up your Patient Portal
Once we have our Slots and General store items set up we will link out General Store Item to out Slot.
For the General Store settings (Please note, you will need to create the slot type prior to adding an item). This is a unique setting that will generate a general store order for the patient. You are able to select if the patient needs to pay when they schedule in the portal or for the order to create when they are checked in at the office.
- Blue - Create in Portal: This will put a price on the schedule. When the patient is booking the appointment they will be required to pay in order to confirm they are scheduling that appointment.
- Red - Create @ Check-in: If you are scheduling the patient in the office (vs the patient using the portal), this will generate an open order when the check in occurs.
- Purple - Items: You can link one or multiple items to the slot type. You can also state how many unites of the item the patient is purchasing. Heno will calculate the total of these items and create the open order with these items. If it is scheduled on the portal, it will create the other, take the payment, and apply the payment to the order.
With this in place in the Patient Portal the slots now have a General Store Order Linked to them.
Once a patient selects a slot for their appointment, the will need to confirm to pay prior to booking the appointment.
Patient will fill out their payment information or use the Saved Payment options.
Once the payment has been successfully approved, the patient will see the payment confirmation.
Within the patient's profile the payment is created and applied to the general store order.
A general store order is created and closed.
Please let us know if you have any questions at support@heno.io