Scheme Types
When creating a new Scheme Type in Nova, you are asked to select a “Scheme Model”. This page explains the different scheme operating models that are available in Nova and how they should be used.
OPS Scheme - Direct Debit Payments
- Direct Debit payment setup, through our link with a third party company, created direct from Patient record.
- Payments taken via Bank Debit, Direct from Patient
- Paid/Unpaid status shown on record
- Fixed and Ongoing Payment types possible
Further details here - OPS Overview
Nova Non-Direct Debit Schemes
1. Pay In X - Fixed number of payments
This is the simplest model in Nova. When creating a “Pay In X” model scheme you can select a receipt (or multiple receipts) to spread the cost over a set number of payments. This scheme model does not repeat, is not ongoing. Schemes using this modal would generally be used to pay off dispenses or large purchases.
** Once created a “Pay In X” scheme, no further changes can be made to the items on the scheme and the payments just need to be marked as collected until the balance is paid.
When creating the scheme type you can specify a specific number of payments or leave the number of payments set to 0 if you want the scheme type to have a variable number of payments for each customer.
While all 3 of these Non-DD options are available at once in Nova, we would recommend only using “Pay in X” and ONE of the following 2 models, depending on what suits the practice best.
2. Subscription - Ongoing Monthly payment
If the customer pays a fixed amount each month that covers the cost of Contact Lenses, Solutions and Sight Test Fees, regardless of the specific lenses they are wearing, and any additional items they might need such as extra solutions, then the subscription model is probably the option to use.
When using the subscription model, once a direct debit payment is marked as “Paid”, “Part Paid” or “Unpaid” a Transaction is created which splits the amount paid across all items on the scheme. For each payment you then have a corresponding transaction on the till for the same amount.
Pros: simple, easy to use
Cons: generic collection history (collections can still be tracked using orders however).
3. Pay As You Go
If the practice wants to track exactly which items have been collected by each patient, have lenses priced up individually, and want the ability to charge additional items like extra solutions to the scheme. Pay As You Go is probably the option to use.
When using the Pay As You Go model, transactions for all contact lens orders are automatically created and assigned to the scheme. You are also able to select the “pay by scheme” payment option for any regular receipt for that patient. For example if they came in to pick up a new bottle of solutions, it can be charged to their scheme.
Pros: accurate scheme collection history. More flexibility.
Cons: more complex
3. Legacy
If the practice wants to have simple Scheme tracking in Nova, without Transaction(s) being created.
e.g. to track a payment being received through a BACS type payment direct to the Practice company account.
Practice will update manually the Payment Status.
For any further help, please call Optinet Support - 0800 3102 400 or email us at support@optinetuk.com