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  • #37346
    Joshua Barrs

    The Online Diary allows you to take payments for booked appointments and you can even set a pre-payment requirement if you wish.

    Firstly, you will need to make sure that you have set up your payment provider with ClinicOffice.

    Once you have done this, you will need to head to the ‘FINANCES’ section of ClinicOffice and click the small drop-down arrow below the finances button. This will display a menu from which you need to select ‘Items/Services’.

    From here you can create your item/service and add a default charge. Once done, click save and then head to the ‘VIEW’ tab in ClinicOffice and click ‘Types and Categories’ and head to the ‘Appointment Types’ section. Here you will see a grid with one of the columns headed ‘Charge Item’. This allows you to link an appointment type to a charge item from the ‘Items and Services’ section.

    Clicking anywhere in the charge item boxes reveals a drop-down menu of all the items/services that you have created. Once linked, anytime a patient books an appointment, the linked charge item will be what they pay.

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