HCP - Direct Debit Integration

Direct Debit integration allows you to do the following:

- Setup direct debits directly through Merlin

- Automatically import direct debit payments
- Automate system workflows based on payment failures.

Our Direct Debit partner is EasyDirectDebits.

This page details the direct debit integration.

Setting up a direct debit payment

1) When joining a health care plan, you will receive a prompt asking if you would like to setup direct debit payments for the plan.

2) Selecting 'Yes' will navigate you to the HCP Accounts screen and display the mandates window.

3) From this screen, you have the following options:

Create Mandate - Online

1) Select 'Online' from the 'Create Mandate' drop-down list, then select 'Add Mandates'.

2) Enter the Amount of payments to be collected (HCP total - Initial payment).

3) Enter the Total number of payments to schedule. and the total amount (pre-populated using HCP Plan Length minus one month for the initial payment).

4) Select 'Save' to open the below window and setup the Direct Debit by following the steps on screen.

5) You will then be navigated to the HCP Accounts screen to take the initial HCP Payment.

6) Once the direct debit has been created, the subscription will display in Merlin (HCP Accounts > Subscriptions).

Create Mandate - Email

1) Select 'Online' from the 'Create Mandate' drop-down list, then select 'Add Mandates'.

2) Enter the Amount of payments to be collected (HCP total - Initial payment).

3) Enter the Total number of payments to schedule. and the total amount (pre-populated using HCP Plan Length minus one month for the initial payment).

4) Once you have selected 'Save', the Client will then receive an email with a link to setup their direct debit.

5) You will then be navigated to the HCP Accounts screen to take the initial HCP Payment. 

6) Once the Client has created their direct debit, the subscription will display in Merlin (HCP Accounts > Subscriptions).

Print Form

1) Select 'Print Form'.

2) A Mandate form is generated for the Client to complete.

3) The subscription can then be created manually from the HCP Accounts Screen.

Automatically Importing Direct Debits

With the integration active, no user input is required to import direct debits into Merlin all transactions will be imported into each Patient's HCP Account.

Viewing a Patients Subscription

1) Navigate to HCP Accounts.

2) Select a Patient's HCP plan.

3) View the 'Direct Debit Subscriptions' section.

Editing/Cancelling a Subscription

1) Navigate to HCP Accounts.

2) Select a Patient's HCP plan.

3) Sselect the 'Mandate id' hyperlink from the 'Direct Debit Subscriptions' section.

4) This will open the mandates window which allows you to cancel/modify the mandates.

Direct Debit Reporting

Direct Debit reports can be viewed via Administration > Health Care Plan > Reports Tab.

This screen allows you to filter by Client, Patient, Client Site, Plan Name, Plan Status, Last Payment Status and Direct Debit Status along with a summary of direct debits. This report can be exported to CSV.

Additional Features

Make a Payment via Direct Debit

If a Client has an active direct debit subscription, you can take a HCP payment via direct debit.

1) Go to HCP Accounts.

2) Select 'Make Payment'.

3) Select Yes and enter amount.

Contact Synchronisation

If a customer is an EasyDirectDebit customer and their contact details (city, postcode, country, email, telephone, mobile, address, title, firstname or surname) change in Merlin, these details are updated automatically in EasyDirectDebits' system.