Online Orders and Payment
- Anthony Campana
- Christine Daum
Overview
The BestPOS point-of-sale software includes the ability to request payment remotely for patients who prefer (or need) to pay for their order online. When initiated, BestPOS will send an email or text message to the patient that contans a hyperlink to a secure payment portal. From the web portal, the patient can:
Review their order
Provide an electronic signature when needed
Submit a payment
This functionality is included with the BestPOS system at no additional cost, however, it may need to be activated before you can begin using it. Please contact our support team for assistance getting started with the online payment feature.
Please Note: Payments are processed using your pharmacy's existing payment processor credentials.
Requesting Online Payments
To utilize this feature, simply scan the order into BestRx as you normally would. Then, instead of clicking Tender, click the Request Online Payment button, located on the lower right of the screen.
Next, a patient will need to be selected.
If a customer hasn’t been selected yet, the customer selection screen will appear (as pictured below).
If a customer has been selected already, you will be directed to the messaging screen automatically.
Then, you will need to verify the communication method & patient’s contact information.
You will be asked to select whether you want to send the payment request to the patient by text, email or both.
Once the communication method is set, you will be asked to whether you would like to use the patient’s existing contact information or enter in a different number/email to use for the request.
Once your selections have been made, simply hit “Send Notification” in the lower right.
Aftere the payment message has been successfully sent, the system will notify you automatically, too.
Next, let’s review what the online payment process looks like to a patient.
The patient will receive an email or text containing a link to the secure payment portal.
The patient clicks on the link and will be directed to the portal where their order number will auto-populate. They simply need to enter their date of birth to proceed.
From there, the patient can view their order, submit their electronic signature and enter their credit card information to process their payment remotely.
They can also leave remarks, such as delivery instructions, for your pharmacy to see.
If the total sent is $0, the patient will not have to put in any payment info and can just sign using the interface.
Processing Payments
The patient is able to use multiple forms of payment for an order, as well (ex: splitting payment between an FSA and credit card). Plus, FSA will auto-populate the amount eligible for FSA payment.
Once the payment has been processed, your “Online Cart” button will begin flashing on the BestPOS register screen. Clicking on the button, you will be able to view the transaction as well as select and confirm it at the point of sale. Here you will also be able to see any remarks/delivery instructions the patient included.
The system will check for completed orders every 5 minutes through the ERx program, which should be running on your server.
When you finish the transaction, the standard receipt screen will appear, as though the transaction was done in your pharmacy. If a delivery was requested, you can schedule the delivery as normal (through ScriptDrop, Fedex, etc.).
The receipt can also be configured to print out the remarks/delivery instructions, in case the driver needs to reference them when delivering the order. To do this, navigate to POS Admin, under Store Setup File → Transactions → Print Online Order Instructions on Receipt.
Cancelling Orders
To cancel an online order once it’s in progress, you can access the transaction through the “Resume” button. There you can delete it, or resume the transaction and void it there. (Either option removes the transaction from Online Ordering.)
Returns
Returns follow your normal process, using the “Return” button in BestPOS. There is no special online portal for returns.
Delivery Option
If your pharmacy provides delivery, but patients are not being given the option to request delivery, this can be fixed with a simple settings change.
From the main BestRx software, navigate to the Pharmacy Setup menu, under File → I. Pharmacy Setup → Misc Page 2.
Then, select the “Pharmacy Dispense Method” option and check the box next to Delivery. (The dispense methods enabled here are what will be displayed as an option to patients using the payment portal).