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Connect Talo (automatic transfers)

Updated

Talo gives the patient an account (CVU and alias) for each payment and tells MedPragma when the transfer arrives. The appointment is confirmed automatically: no receipts to review.

Who can use it: administrators and owners connect the account. Professionals see the status read-only. It's connected per clinic.

Step by step

  1. Sign up at Talo and open its dashboard, under Settings → API Keys.
  2. In MedPragma, go to Settings → Talo and choose the clinic at the top.
  3. Paste the User ID, Client ID and Client Secret.
  4. Select Connect.
Talo settings with the instructions and the form

What the patient sees

For Pay later (transfer/cash) appointments paid by transfer, the patient sees Pay with bank transfer in Payments. They get a CVU and an alias for that payment. When the transfer arrives, the appointment changes to Confirmed and Paid.

Good to know

  • If the patient transfers less than they owe, the appointment shows Underpaid and you're alerted.
  • If you disconnect Talo, patients go back to a regular transfer plus uploading the receipt.

Troubleshooting

Problem What to do
The patient doesn't see Pay with bank transfer Check Talo is Connected for that clinic and the service is Pay later (transfer/cash).
The patient transferred but it wasn't confirmed Check in Talo that the transfer cleared. If it did, email soporte@medpragma.io.