Clover Tutorial 01-11-24

Alert you will hear us say authorize.net but no, the clover payment system works the same workflow as authorized.net

In this video, I provide a tutorial overview of the main tabs in our third-party credit card integrations feature. I explain how to navigate through the ad subscription tab, subscription list tab, bulk invite patient list, invoice invitation, refund feature, charge list, and patient list. I also demonstrate how to update credit card information and manage patient accounts. No action is requested from viewers in this video.

00:00 Welcome and Overview

00:23 Ad Subscription Tab

01:11 Subscription List Tab

02:03 Bulk Invite Patient List

03:02 Invoice Invitation

05:10 Refund Feature

06:00 Charge List

06:24 Updating Credit Card Information

07:08 Patient Portal and Secure Message System

08:06 Authorized.net Connection

10:01 Credentials Tab

11:29 Patient Card

12:21 Patient Credit Card System

00:01 Welcome to fx med supports series on third-party credit card integrations especially with the master integration into authorized.net and that's where we're going to start today our credit card integration authorized.net application it has quite a few tabs and so we will quickly do a tutorial overview

00:27 of the main tab as well as a a quick talk about of the few tabs but we will break this video up and so this is our uhm this is our ad subscription uhm tab and so just to read off the tabs we have an ad subscription tab, we have a subscription list tab, we have a bulk invite patient tab, we have an invoice

01:00 invitation tab, a refund tab, a charge list tab a patient's tab credentials tab a patient credit card tab and the patient account tab and like usual our help information.

01:14 On the ad subscriptions uhm page you have the ability to search from your servo charges, add a selected charge, select how often you want it to be executed, weekly, every 15 days, monthly, annually, select the start date, select the number of payments knowing that four nines is the max and generate subscription

01:42 and when you do that you will start a subscription that will be pending know that subscription charges run at the end of that business day not at execution talk about a subscription list the subscription list tab shows your current subscription list in all status whether active, failed, canceled, or

02:10 pending if you have one active you can jump inside of it and you can see the amount, who it's to, the patient's name total number of charges uhm the start date number of charges left you can cancel at any time and this is our subscription list we have our bulk invite patient list and that works by going

02:40 to the admin manage or sorry advanced patient search get a list of emails paste it here and the invitation that you will create and we'll show you where that is in a little bit will get sent to those patients and that's from the bulk invite patient list we have our invoice invitation this is one of my

03:03 really special ones and I love this you can also connect this from the automator you can say when this event happens trigger an invoice invitation but this allows you to say that uhm it allows you to say that you know I just loaded from a template and we're gonna send it by portal message or email and

03:24 this will be portal message and you can select what charge subscription and how often it should be ran and the start date uhm you can add more charges uhm and just like kinda just show you what it would look like we can copy this here we can send this here and we'll just quickly send this wait what went

03:47 wrong we're sending a subscription monthly lets just do a single charge I built this a long time ago so I don't really remember uhm building it well we wont go all the way through this one right now because I dont remember building it but what it does it will send a portal message or an email and your

04:29 patients can click and execute uhm charges based off of the invite uhm good example maybe you give them a dutch hormone and because you added dutch hormone to their chart you automatically trigger the invoice they can click a button and then that chart could get executed upon uhm I will do a bigger tutorial

04:55 on the entire system uhm I haven't I just built that this one quite a while ago and I don't remember all of the the the ins and outs for this particular template that I built we have our uhm our refund and this allows you to search for a patient's email and if they've ever had any charges youd be able

05:23 to see what charges theyve had and then you can select them and they can get a complete refund a partial refund and you can add some notes we have our charge list this will show all charges and their current status uhm you can always go uhm I think were currently updating our information thats why but

05:50 you could be you should be able to select the charge and actually get a pop up of some more information uhm and this is our charge list we have our patient list anybody connected to the system uhm you you'll be able see them here see their ID do they have a credit card status yes do we want to update

06:16 the link you can simply just click right here and now I can simply go here and update the credit card link for the patient or give the patient a new link to update their credit card and youre actually staring at the bank account right now youre not staring at fxmedsupport or your practice maybe this

06:35 would be white labeled to your practice uhm we can also trigger a a uhm a portal message to the patient to update their their credit card so lets go and log in as our patient uhm thats not there so lets move this and do login to the patient portal and keep me logged in and we'll go to our secure message

07:05 system and it just hasn't arrived yet. Will wait for that and we can send it to an email as well oh its not going to send me lets go ahead ive never i cant do an update uhm it will send its just fine funny i was expecting it to send an update and its not going to send me an update because i dont have

07:34 an original uhm but we can go to the link as well and so this is our uhm and it knows i dont have a credit card on file right now and this is our patients tab inside of our authorized dot net third party credit card system we have our credentials tab this is where we have our main connection into your

08:09 system into your authorized dot net system we do need an authorized dot net signature key i dont know where ours is to went we must be working on subscriptions because that's what this is for now when your patients first when you use the bulk invite this is.

08:32 The first invitation that your patients receive now your patients also can receive a invite maybe not in bulk you could do a uhm an invoice invitation and they could get a charge and then that charge would trigger hey I don't see a card on file and then that would then trigger the email.

08:53 One of the other things that would happen is you could come in here and hit add payment because how does it work is it works by you running charges normally inside Serbo but instead of clicking credit card you would click payment depot payment square uhm these change on our build quite often because

09:12 we add new payments it once said paypal uhm were currently working on a web 3 integration but you would simply just click add payment we can monitor the payment system that you're tracking uhm that you're using and then uhm this system would say we've never connected to this patient and we'd send them

09:34 the email that allows them to add their credit card on file should a credit card ever be added on file or a payment fail we would send the transaction failed email Now you have a few options inside of our credentials tab One and the important one is it active?

10:00 Your authorized net log ID transaction key signature key But right here we have disable invite on patient create So if this was turned on every time a patient is created you'd send them the credit card invite.

10:18 We also have the disable auto charge and what this does is it disables the charge from when you hit the button here from add payment and it turns it into more of an invoice system uhm I'll do a bigger tutorial on that later.

10:39 If a payment doesn't happen within X amount of time we want to notify uhm uhm sorry we want to notify somebody on your team so we want to get notified and then when youre sending these notifications to your patients how do you want to send them to your patients and thats when you would choose either

10:59 email or portal message or both uhm this has been a walkthrough tutorial of the uhm authorized.net third party integration for fxmed support uhm sorry i'm not finished i i completely forgot so we did the credentials patient card what's patient card patient card allows you to just quickly update your

11:35 patient card we can click right here whether you want to update the card or add the card so we can add a card right here simply add card you're now staring at the bank in real time and we can add our credit card or add our bank account the options you see here are going to be very particular to what

11:53 you have signed up with your particular uhm your particular financial institution uhm and let's go ahead and jump back into our authorize.net uhm master Thank you very third party integration system.

12:18 So we were just in our patient credit card system you add a credit card or you click update credit card or add a credit card and you can add that credit card into that patient's account for them.

12:29 We have our patient account tab and this really just allows you to search for a patient and you can pull up all of that patient's history and see the the active subscriptions going on as well as their charges again this is the authorized.net third party integration into servo from fxmed support.