Your first week on Medipay

Day one: the application

You tell us about the practice through the Get started form: practice name, who to talk to, specialty and roughly how much you take by card. A person reads it, not a queue, and gets back within one business day.

Boarding

Once approved you receive a boarding email with a secure link. Clicking it creates your admin account and opens your workspace. Nothing to install for pay links and phone payments; they run in the browser.

The setup wizard

The wizard asks for your practice name, your specialty and your team size, then offers a starter price list for your specialty (dental, aesthetics, GP, fertility, physio or general clinic). Keep it, edit it or replace it with your own products. It also sets your branding, which patients see on every payment page and receipt.

First payments

• Send a pay link to yourself for a small amount and pay it, to see the patient side end to end
• Key a phone payment in the virtual terminal to see how reception will work
• Invite the team from Settings with the right roles, so the person who can refund is the person you intended

Connect your software

From Settings, connect Xero, Sage or QuickBooks so payments post to your books, and Dentally if you run it so payments land on the patient's ledger. Cliniko and Semble connect today with matching rolling out.

Card machines

If you take payments at the desk, we supply and configure PAX terminals. Set up the practice connector on the computer that takes payments and pair each machine from it. From then on the portal sends that machine's payments to it, receipts print on the terminal, and every payment is recorded in the portal.

By the end of the week

Every payment carries a name and a reference, your books receive payments without re-keying, and your reports show takings by staff member, channel and card type. If something is not right, the chat in the portal reaches our team, not a ticket queue.

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