All patients have a membership card with a QR code. Scanning the QR code on the membership card triggers automatic payment to you for their visit. The card must be scanned at every visit to trigger payment. This simple payment system means that you do not have to send any invoices, and you do not have to record payment, as this automatically appears in your OcuPlan account.
Learn how you or your team can scan the QR code. There are 3 different ways to scan a QR code on the membership card:

  1. An OcuPlan account
  2. Kiosk
  3. A camera, on any smart device

An OcuPlan Account

  • Log into your account
  • Go to the dashboard
  • Open your practice
  • If you have more than one practice, go to the practice that you are in, where you want to scan the card
  • In the top right hand corner of the screen click ‘Scan Card”
  • The camera function will open on your computer. A camera appears on screen
  • Hold the card in front of the camera, with the QR code facing the screen
  • Click ‘confirm’ (once the card is captured, the word confirm appears)
  • Your payment for the visit has now been triggered
  • You can check that the card has been scanned correctly by clicking on 'visits' in the left hand navigation, here it displays all of your OcuPlan patient visits, there are 3 symbols:
  1. Error - red cross means the scan hasn't worked correctly.
  2. Upload - yellow icon prompts you to upload the OCT and visuals field scans
  3. Uploaded - green tick when one or more documents have been uploaded, and the consultant has access to them.

For those who do not have an OcuPlan account (reception team, clinical team, administration team), the kiosk allows scanning of the membership card. It will be necessary to create an account in the kiosk, on the first visit, this is quick and simple and consists of a few easy steps. Thereafter, you will be able to sign-in to the account.

Kiosk: New Registration (Practice team-admin, clinical, reception)

Register with google account or Facebook account

  • Go to kiosk.ocuplan.co.uk
  • Click google or Facebook: you will be asked to create an account.
  • Click next
  • Enter a unique password
  • Click save
  • Two buttons appear: ‘Optometry’ and ‘Eye Consultant’. Click the one that applies to your practice
  • Two buttons appear: ‘scan’ and ‘recent scans”
  • Press ‘scan’ to scan a membership card
  • A camera appears on screen
  • Hold the membership card in front of the camera
  • Press ‘confirm’ once the scan is finished
  • Press ‘complete transaction’
  • Payment has now been triggered
  • You have now created your kiosk account and you use your unique password to login when you next use the kiosk

Register with an email address

  • Click ‘email’
  • Enter email address
  • Click next
  • Enter a unique password
  • Click save
  • Two buttons appear: ‘Optometry’ and ‘Eye Consultant’. Click the button that applies to your practice
  • Two buttons appear: ‘scan’ and ‘recent scans”
  • Press ‘scan’ to scan a membership card
  • A camera appears on screen
  • Hold the membership card in front of the camera
  • Press ‘confirm’ once the scan is finished
  • Press ‘complete transaction’
  • Payment has now been triggered

Register with your phone

  • Click ‘phone’
  • Enter phone number in the box
  • A recaptcha box appears, compete this and press verify
  • A 6-digit code will be sent to your phone, enter this in the box
  • Click ‘continue”
  • Two buttons appear: ‘Optometry’ and ‘Eye Consultant’. Click the button that applies to your practice
  • Two buttons appear: ‘scan’ and ‘recent scans”
  • Press ‘scan’ to scan a membership card
  • A camera appears on screen
  • Hold the membership card in front of the camera
  • Press ‘confirm’ once the scan is finished
  • Press ‘complete transaction’
  • Payment has now been triggered

Kiosk: Account Created and Already Registered (Practice team-admin, clinical, reception)

  • Go to kiosk.ocuplan.co.uk
  • Four buttons appear: google, Facebook, phone or email. Choose one of four ways to sign-in to the account
  • Click next
  • Enter the unique password for that user
  • Two buttons appear: ‘scan’ and ‘recent scans”
  • Press ‘scan’ to scan a membership card
  • Payment for this visit has now been triggered
  • Click ‘recent scans’ to show you all the scans performed previously on the device that you are currently using

Camera

  • Scan the member’s QR code with the camera on a smart device
  • This will direct you to the kiosk
  • Follow the steps as above, depending on whether you have registered with the kiosk or not