The Payment Processing feature will allow you to request payment from patients for services and collect payment directly in the platform. To set up patient payments for your account, you will need to configure "Payment Configuration" and "Billing Setup".
- Go to the menu bar on the left hand side and click on “My Organization” and select “Payment Configuration”.
- In “Payment Configuration”, click on "Connect to a Stripe Account"
On the next screen, you will need to either the email of your existing Stripe account or create an account by following Stripe's instructions.
After linking your account, your business information will appear within the "Payment Configuration" tab.
Please note that you must complete all of the mandatory fields as indicated by the red asterisk (*) to proceed forward to the next section, other fields are optional. If a section is completed unsuccessfully, the grey header will turn orange and if a section is completed successfully, the grey header will turn green.
Section 1: Tell us about your business: This information will be used for payment verification and risk analysis.
- Business Name
- Business Address: Type in your address and select the appropriate business address from the autofill addresses populated below.
- Business Description
- Business Email Address
- Business Phone Number
- Category Code: Search for your area of practice and select the most appropriate option from the autofill options (ex. Counselling services)
- Charge Prefix: This is what will show up on your bank statement when you get paid for your services (ex. ADRA - Consultation)
- Default Charge Descriptor: Description of the charge that you will see on your bank statement when a transaction occurs
This information must be completed on your Stripe account here. The grey “Tell us about your business” header will turn green once the required information has been inputted on Stripe.
Section 2: Identity Verification with Stripe: To complete the payment configuration, you will need to provide your information Stripe for identity verification.
Documents that are required immediately and eventually will be listed along with links to the respective Stripe help article. These documents must be uploaded directly on your Stripe dashboard.
Once you have completed your account configuration, the top right hand corner of the “Payment Configuration” section, will show your “Account Status” is “Approved” and you will now be able to request payment from your patients for your services. Please note that the Stripe verification may take up to 24-48 hours to process.
If you did not complete the two sections successfully, your “Account Status” will be “Pending”. The sections that were completed unsuccessfully will have an orange header.
When Stripe is configured and selected as the payment method, all notifications will be sent directly by Stripe and not the Adracare platform. If you would like to make changes to your payment notifications please refer to Stripe's documentation here.
In order to begin billing clients using Stripe you will first need to configure billing. Please review our billing overview document for details here.
Once you have completed your billing configuration, you will now see two new options payment methods when you create an invoice. For more details on creating an invoice please refer to the support article here.
- Send Invoice (Stripe)
- Card on File
Selecting "Send Invoice (Stripe)" will result in the client receiving an email from Stripe requesting payment, and once paid they will receive a Stripe receipt. "Card on File" will request Stripe to charge the card the client has added to their client portal. This will require your client portal to be setup and your client to have an account. For more information please see the support article here.
Adracare will also generate invoices for unpaid invoices which can be viewed on the client's profile in the Invoices card or within Billing -> Invoices.
Invoices that have been paid will appear on your Stripe dashboard as a receipt.