The following article explains how you can setup a payment provider so you can start using HotDoc Payments and Quick Consults at your practice. We have chosen Stripe and Pin Payments as our preferred payment providers and you will be required to choose one of these parties to setup an account. 

How to create a Stripe account

1. To choose a provider, simply log in to your HotDoc Dashboard and head to Payments > Payment Setup > Accounts > Setup Payment Provider:
   
   
   
   
2. Select the Stripe option from the Setup your Practice Account modal and then select Setup Payment Account to be directed to the Stripe page to create an account:
   
   
   
   
3. You will be redirected to the HotDoc Stripe sign up page and will be required to create an account by registering your email, creating a password, then enter some details about your practice including:
   • Your ABN
   • Bank details for payouts
   • Public details for customers like a bank statement descriptor - We recommend you enter your practice name, to avoid patients disputing payments.
     
      
     
     
4. Once all your details are entered, select the Create account button to be taken back to the HotDoc Dashboard:
   
   
   

How to create a Pin Payments account

1. To choose a provider, simply login to your HotDoc Dashboard and head to Payments > Payment Setup > Accounts > Setup Payment Provider:
   
   
   
   
2. Select the Pin Payments option from the Setup your Practice Account modal and then select Setup Payment Account to be directed to the Pin Payments setup page:
   

   You can use the following link to sign up for a Pin Payments account: https://pinpayments.com/get-started/hotdoc - This ensures it will be configured with HotDoc. Please do not sign up for an account via the Pin Payments website directly.

   
   
   
   
   
3. Once on the sign up page, you will be required to enter the following: 
   - Email address
   - Full Name
   - A strong password
   
   
   
   
4. Once all your details are entered, select the Get Started button. 
   
   
5. Your basic account should now be created, but you'll need to complete an application submission so Pin can authorise the account to take payments. This requires some business information  Please see Pins getting started guide here for the information you will need, or if you experience any issues with this, please contact Pin Payments directly - Please do not sign up for an account via Pins website directly.
   
   
6. As soon as you've submitted your details, your account will go through an approval process which can take 1-2 days to complete. Once your account is approved, you'll receive an API key and Pin Payments will ensure HotDoc is notified. Please make note of this key as you will need to configure this in the HotDoc Dashboard.
   
   
7. Once you have your API key, head to the  HotDoc Dashboard and head back to Setup > Payment Setup > Setup Payment Provider and enter your key under Step 2:
   
   
   
   
8. Once your details are entered into the fields, select the green Done button:
   
   
   
   
9. Your Dashboard should now reflect that your payment setup is complete!
   
   
   

How to set up Direct to Practitioner Payouts

HotDoc Payments allows you to configure your setup so that individual practitioners can receive payments directly into their own bank account. Follow the steps below to set up this feature.