When you send a request, your patient gets an email and pays from a secure page. Here is what they see at each step, so you can talk them through it on the phone. Paying takes most patients a minute or two.
The email¶
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Your patient gets an email from Docnote. It names your clinic, shows the amount due and has a button to view and pay.
Confirming their date of birth¶
- The link opens on a page titled Verify your identity. It names your clinic and nothing else: no service, no amount, no patient name.
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Your patient enters the patient's date of birth (Year, Month, Day) and clicks Continue to checkout. If a parent or someone acting for the patient opens the link, they still enter the patient's date of birth.
Five wrong tries locks the link
After five wrong dates of birth, the page says This link is locked. Open the request and click Resend email in the Actions panel. Your patient gets a new link with five fresh tries.
Reviewing the charge¶
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The checkout page opens, branded with your clinic's name. Under Order summary, your patient sees each service, the Docnote Administration Fee on documents and plans, the Subtotal, the harmonized sales tax (HST) where it applies, and the Total.
Docnote Administration Fee is the Docnote administration fee your patient pays on top of your price. Your Docnote platform fee comes out of your payout and isn't shown to your patient.
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Under Step 1, Review, your patient ticks the boxes to agree to the terms, then clicks Continue to Payment.
Paying¶
- Under Step 2, Payment, your patient enters their card, or uses Apple Pay or Google Pay if their device offers it.
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They click Pay now. The button shows the total.
After they pay¶
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The page shows Payment Successful!. Your patient can download their Official invoice, and any document you attached, right there.
What happens next¶
- The request changes to Paid on your Service Requests page.
- Your patient gets their receipt by email.
- For a prescription renewal, Docnote faxes the prescription to the pharmacy. For a document order, you upload the document and your patient gets an email when it is ready.
If the card is declined, see My patient's payment was declined.
What your patient sees
Send your patient How do I pay my request?. It walks them through the same steps in plain words.