Chargebee

Connection (Tellescope <--> Chargebee)

In Chargebee, under Settings > Configure Chargebee > API Keys and Events, navigate to the API Keys page. You should see a Full Access key. 

In Tellescope, go to Organization > Integrations > Chargebee, click Add Credentials, and include your Chargebee URL and the Full Access key

In Chargebee, under Settings > Configure Chargebee > API Keys and Events, navigate to the Webhooks page. 

Click Add Webhook

• name: Tellescope (or something similar)
• Webhook URL
  • https://api.tellescope.com/v1/webhooks/chargebee
• Check "Protect webhook URL with basic authentication"
  • Put your Full Access key from the previous step as your password. Leave username blank
• Select 3 events under "Events to Send"
  • Payment Succeeded
  • Payment Refunded
  • Subscription Cancelled
• Check "exclude card information from webhook call"

• 

These webhooks allow purchase data to sync back to Tellescope. They also allow you to leverage Subscription Ended and Refund Issued triggers in Tellescope.

 

Collecting Payment

In a Tellescope Form, you can leverage the "Chargebee" question type. This must include an ID from Chargebee - the ID of the Plan in Chargebee that you want to initialize as part of a Tellescope form. If the plan has different Price Points, be sure to utilize the specific Plan Price Point ID you want to charge for.

Setting a 1-time Charge for a Plan

To make a 1-time charge in Chargebee, rather than a recurring subscription, you will need to create a Plan and set the Daily pricing Plan Price Point ID to the Price Point ID of the Charge. A good use case for this is one-time or PRN lab orders. 

To make a 1-time charge for a Plan in Chargebee, rather than a recurring subscription, use the specified field in Tellescope's Chargebee question for the One-Time purchase. It will be the same type of plan ID as a subscription.

 

Payment Gateway

You will need to set up a payment gateway through Chargebee for payment processing. To do so, navigate to Settings> Configure Chargebee > Payment Gateways. There are various options supported that you can select. If you do not set this up, you may see a continuously loading screen when using Chargebee form questions.

 

Customer Portal

In Chargebee, under Settings > Configure Chargebee > Checkout & Self Serve Portal > Configuration navigate to the Self-Serve Portal section.

When this is configured, patients with payments made via Chargebee will be able to launch the Chargebee subscription management portal from the Tellescope portal.

Portal must be enabled in Chargebee settings by having "Via Single Sign On API" selected