Managing Monthly Care Plan Payments Through Go Cardless

Monthly Care Plan Payments can be set-up using Go Cardless by following the below steps:

Step 1- Add the care plan to the patients account.

The below article will help assist on how this can be done:

How to add Care Plans for the Practice

This would be the care plan that is applicable to the patient e.g. Gold, Diamond. Etc.

Step 2 - Set-up the Go Cardless Mandate.

The next step is to then set-up the mandate. This can be done by following the steps in the below article:

How to Set up a Mandate Using Go Cardless

Step 3- Link Go Cardless to the Care Plan.

After the mandate has been set-up you will then be able to link Go Cardless to the Care Plan. This can be done by selecting the pencil to edit the patient’s details > Selecting Care Plan > Selecting Monthly with GC > Enter amount of months > Save. See below example:

Once you have selected ‘Save’ this will then activate Go Cardless for the care plan.

Additional Information:

The below article will provide information which will be useful for practices who pay their clinicians based on the work completed instead of the monthly fee paid to the practice.

How to use the Tracking Fee