By integrating Convene with your electronic health record (EHR) system, you can automate the entire billing process and allow patients to pay via terminal or mobile.
This article takes you through the activation and setup step-by-step.
1. Before you start
Please verify that the following are in place before starting the integration:
The clinic is located in Norway.
The apps Appointment Status and API are activated in the system.
MediPay is deactivated (these cannot be used simultaneously).
The agreement with Convene is signed, and you have received a Terminal ID.
2. Activate Convene
Go to Apps.
Find Convene in the list.
Read through the introduction and click Activate.
3. Set up terminal or Convene Pay
Go to Settings → Apps → Convene → Settings.
Click Add terminal.
Fill in: Terminal ID, Name, and Start Date.
Click Save.
Important: You will now see a "Secret Key." You must send this code to your Convene support agent to complete the connection.
Note: The actual activation occurs on the chosen start date in collaboration with Convene.
4. Activate automatic invoices (Recommended)
Automation is the key to an efficient workday. Go to the app settings to choose when the invoice should be created:
Best choice for terminal users: Create invoices when the appointment status is set to "Completed."
Best choice for Convene Pay users: Create invoices at XX:XX every day.
5. Prepare patient information (Important)
In order for Convene to process a payment, the patient card must contain:
Address (necessary for invoicing).
National identity number (11 digits) or date of birth.
The checkbox for "Pay with Convene" must be activated.
💡 Tip for Online Booking: To avoid manual follow-up work, we recommend making Address and National identity number/date of birth mandatory fields in your online booking.
6. How the payment works for the patient
Payment Method | Process |
Terminal | Appointment is finalized → Invoice is created → Patient enters ID number on the terminal → Payment is automatically registered in the system. |
Convene Pay (Mobile) | Invoice is created (e.g., 9:00 PM) → SMS is sent to patient (3:00 AM) → Patient pays via mobile → Payment is registered in the system. |
No digital payment | If the patient does not pay digitally, Convene will automatically send a physical paper invoice and handle further follow-up. |
7. Status overview
In the invoice overview, you will see the following statuses for Convene invoices:
Ready to pay: The export is ready, and the invoice is visible on the terminal.
Exported to Convene: The invoice has been sent to Convene's systems.
Paid via Convene: The payment is completed.
Cannot be processed: Something went wrong, or the invoice has already been handled manually.
8. Troubleshooting
Cannot find the invoice on the terminal?
Check that "Pay with Convene" is activated for the patient.
Check that the patient has a registered ID number/date of birth.
Verify that the terminal is set to "Active" and that the invoice is not closed.
No automatic invoices are being created?
Check that "Automatic creation" is activated in the settings.
Verify that the appointment has "Pay with Convene" checked.
Check that today's date is after the chosen activation date for the integration.
9. Frequently Asked Questions (FAQ)
Can I use MediPay and Convene at the same time?
No, it is not possible to have both integrations active at the same time.
What happens if the patient does not pay?
Convene handles the entire process. Unpaid items are automatically converted into invoices and followed up with reminders if necessary.
Which payment methods are supported?
Card on terminal, as well as mobile payment and card via Convene Pay (SMS).
Need more help?
Please contact our support department or your contact person at Convene.