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Setting up Splose

To get Splose set up there are two steps:
  1. Grant Effra access to Splose
  2. Set up payment methods

Grant Effra access to Splose

  1. In the top right, click Settings
  2. In the left sidebar menu, click Users
  3. In the top right, click Invite users
  4. Complete the required fields in the following way:
    1. First Name: Effra
    2. Last Name: Ltd
    3. Email: robot@effra.io
    4. Role: Practice Manager
  5. Click Send
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Set up payment methods

  1. In the top right, click Settings
  2. In the left sidebar menu, click Payments
  3. Scroll to the bottom, click Add payment method
  4. Complete the required field in the following way: 
    1. Name: Effra Patient Payment
  5. Tick the box marked Active
  6. Click Create
  7. Repeat to create another payment method
    1. Name: Effra Insurer Payment
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