Taking off-site orders

Print off the 'manual order form' here and the Hip Payment Services (HPS) form here.

Complete the manual order form with the client. Enquire of the client which payment method they wish to choose. Enter the appropriate price on the order form, based on the HIPAG price list. Ask the customer to sign the order form.

If the customer has chosen the deferred payment option ask them to complete and sign the 'HPS form' as well. This must be signed in your presence. Inform the client that you will be phoning them when you are back in the office to take their credit/debit card details.

Return to the office. Enter the details from the order form onto HIPAG online. When you reach the payment method screen choose the appropriate one. If they have chosen deferred payment, now phone the client. Enter their credit card details directly on to the HPS screen. This is the preferred method for capturing card details, as it ensures no record in retained of the card details. If at any point you were to write down the details you would be legally responsible for the security and destruction of those details.

File the signed forms in your case file.