Configuring Payment Write Backs for Impromed

When a Clinic sets up payments processing through Flow, they also have the opportunity to write back all processed payments to Impromed so that they appear in the PIMS processing reports.

There are two main attributes associated to how each processed payment appears in the PIMS processing report that the Clinic needs to configure in order to perform payment write backs:

1. The Employee associated with all payments processed through Flow, i.e. As a Clinic User, do you want payments processed through Flow to be assigned to an existing employee in your PIMS or do you want to create a new Employee for write back purposes (e.g. 'Otto' or 'Otto Employee')?
2. The Payment Method associated with all payments processed through Flow, i.e. As a Clinic User, do you want to have each card brand individually posted for payments processed through Flow, or do you prefer to have all payments posted under a single, general payment type (e.g. Ottohttps://login.otto.vet Payment or Credit Card Payment)?

This documentation covers how to set up new Employee or Payment Method attributes that don't already exist in the Clinic's PIMS and are being created for the purposes of payment write backs from Flow to Impromed. 

Note: The minimum supported version of Impromed for payment write backs is v6.

Creating new Payment Method in Impromed

Click on the capital 'I' on the top left corner of your Impromed screen and follow this path → Setup → Patient Processing → Payment Methods.

When the 'Setup Payments Method' modal pops up, choose the 'Create' option under the 'Mode' section on the right side and then enter the desired Payment Method name. You can then select 'Not Specified' for the Card Type, deselect the checkboxes that do not apply, and finally click 'OK' to create the new Payment Method. For specified Card Types, you can repeat this step for each individual type you want reported from Flow to Impromed. 

Creating new Employee in Impromed

Click on the capital 'I' on the top left corner of your Impromed screen and follow this path → Setup → Employees → Employees

When the 'Setup Employees' modal pops up, choose the 'Create' option under the 'Mode' section on the right side and then enter the information requested to create an Employee.

Lastly, click on the 'Desktop' tab within the 'Setup Employees' modal and assign the newly created Employee to a Desktop for the write backs to be successful.