The following functionality allows you to create an online signup link for a one-time charge such as a virtual or in-person visit. The patient will be charged the one-time fee but not enrolled in a membership and will show a status of inactive on their Hint chart. The practice is notified via email once the patient completes their purchase.

Step 1: Create the charge:

  1. Click on 'Admin'
  2. Click on 'Charges & Taxes'
  3. Click '+ New Item' and configure the name, price, charge category and description
  4. Click 'Create'

Step 2: Create a virtual location (Spruce workflow specific)
**Note: If you are not using Spruce for patient communication, skip to step 3.

  1. Click on 'Admin'
  2. Click on 'Providers & patients'
  3. Click on the 'Locations' tab
  4. Click '+ New Location'
  5. Toggle on virtual location and leave the address field blank
  6. Click 'Create'

Step 3: Create the checkout link to share with patients

  1. Click on 'Admin'
  2. Click on 'Online Signup
  3. Click on the 'Signup Pages' tab
  4. Click '+ New Signup Page'
  5. Select the shopping cart icon
  6. Select the charge item e.g. Virtual Visit, House Call, etc. 
  7. Name the URL in the 'checkout/' field
  8. Click 'Save'

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