Setting up clinic pay
Select Settings in the left-hand menu, then select the Clinic tab.
Scroll to Payment Settings in the right-hand "On this page" navigation, or scroll down the page to find it.
Add a card on file first, if you haven't already. Payment by Clinic can only be turned on once the clinic has a credit or debit card saved under Payment Settings.
Toggle on "Allow payment by clinic on prescriptions." This requires a card on file, since the clinic will be charged for any prescription orders invoiced to it.
🗒️ Note: There's also a toggle for "Set prescription orders to be invoiced to the clinic by default." Turn this on if you'd like every prescription invoiced to the clinic automatically, unless you disable it for a specific order.
Issuing the script
Once payment by clinic is enabled, choose "Clinic" instead of "Patient" under Payment by, on the Payment & Delivery section of the prescription form. This defaults to "Patient" - toggle it to "Clinic" to invoice the order to your clinic instead. Use this for clinic-orders (also known as Clinic Stock Orders) or any script you'd like invoiced to the clinic rather than the patient directly.
🗒️ Note: If no card is saved for the clinic yet, you'll see a warning here: "No credit card is currently stored on file. Please add a payment method to the clinic in the Settings page." You'll need to add one before you can select Clinic as the payer.
🗒️ Note: The order is still processed by the pharmacy as normal. The patient only receives a link to schedule their delivery slot, they don't see a payment step at all.
🗒️ Note: The delivery fee still applies and is billed to the clinic. A prescription fee doesn't apply to clinic-pay orders, since it wouldn't make sense for the clinic to charge itself.
🗒️ Note: Clinic-pay orders are added to your monthly invoice cycle, covered in Receiving and Paying Clinic Invoices.