What this means for your practice
Test the complete business journey after payment configuration changes. Include unsuccessful, interrupted and delayed states instead of testing only a successful transaction.
An example to discuss with your team
Interrupt a fictional checkout and then return to the booking journey.
Questions to take to your supplier
Ask to leave a fictional checkout midway and return to the booking journey. Then test a successful payment and its receiving appointment record. The operational owner should accept the complete result using the provider's supported test arrangements, with unresolved exceptions clearly recorded.
Agree the working process
List the steps after payment as carefully as the checkout itself. Depending on the agreed process, a result may update an enquiry, create a booking or prepare a message. A change to checkout settings needs acceptance across those connected outcomes, with the relevant owners involved. Use the provider's supported test environment and realistic fictional journeys. Include abandoning the flow, returning later, an unsuccessful result and a delayed response. Ask the supplier how repeated actions are recognised so testing does not only prove the easiest success case.
Check the wording the visitor sees at each stage and the record reception uses afterwards. Keep payment status distinct from any other outcome that has not yet completed. Before release, agree who verifies the affected live journey through authorised methods and who responds if the handover fails. Record the settings change and remaining limitations with the release. This gives future maintainers an explanation of what was tested and avoids assuming a transaction working proves the whole service journey is ready.
How to check the result
Measure post-payment exceptions introduced by configuration changes.
Turn reading into a next step
Your action checklist
Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.
Record what you know, what is still missing and the answer you need from your team or supplier.
Use project decisions only, without personal, patient or confidential details. Entries stay in this page and are not submitted to Kay & Co. Copy or download before leaving; this page does not save your notes.
Further reading
These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.
Related guides
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