Forms & Payments Implementation
Module Overview
Week 4 focuses on the two most complex write-back domains: Forms and Payments. Forms write-back creates or updates patient records in the PMS from digital intake forms. The Payments module covers the full implementation lifecycle — payment write-back capabilities, bulk collections, enabling payments on a new location, production monitoring via Grafana, and the critical provider selection requirement that many PMS vendors mandate.
Why This Module Matters
Forms and Payments are Type 4 write-back features that require careful implementation. Payment write-backs interact with real financial data in the PMS ledger — mistakes here have real-world consequences for offices. This module gives you the full technical picture before you touch any payment or forms integration code.
Learning Goals
- Trace the forms write-back flow from patient form submission to PMS record creation
- Understand what capabilities must be added to standard.json to enable payment write-back
- Explain bulk collections: what the data is, how it's synced, and how offices use it
- Walk through the steps for implementing a new payment write-back requirement
- Know how to enable payments on a new Weave location using Stripe
- Read and interpret the Grafana payment write-back monitoring dashboard
- Explain why provider selection is critical for payment write-backs