Once you've set up your Stripe Online Payments account, you can begin processing client online payments without worrying about manual transfers or using card readers. This is a great way to help boost cashflow and the overall financial performance of your practice.
Use this guide to make sure you're set up for success when processing payments from your Carepatron workspace.
This guide covers the basics of using your Online Payments account to streamline client billing.
Accessing your Stripe Online Payments account
After your account has been set up, you can access your Online Payments Dashboard anytime by:
Navigate to the Billing Settings page
Go into the Payment settings section
Select the View Stripe Dashboard or Setup Payments button
Stripe processing rates by region
Carepatron partners with Stripe to provide our practitioner community with a secure, integrated payment processing solution. This partnership ensures online payments are always easy and safe.
The processing fee for online payments is for each successful transaction, whether running the payment at the time of service or storing the payment method to charge later.
Region (currency) | Credit cards & Wallets | Direct debits |
United States (USD) | 2.9% + 60¢ | ACH |
United Kingdom (GBP) | 2.9% + 60p | BACS |
European Union (EUR) | 2.9% + 60¢ | SEPA |
Australia (AUD) | 2.9% + 60¢ | BECS |
Everywhere else | 2.9% + 60¢ |
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Adding a client's payment method to their profile
Once your account is set up, you can start charging your client's credit cards electronically. Your client typically confirms their preferred payment method during the intake process. If your client didn't enter their preferred payment method during their intake, they can add it through their profile on the patient portal. You also have the capability to do this through their profile in your workspace. Here are the steps to do this:
Navigate to the Client Records Page
Select the specific client you would like to update the payment methods of
Go the the billings & receipts tab
In the payment methods section, select new payment method
Fill out your client's details and select save
Process a payment with a saved card
When a client's card is saved on record, you can process payment anytime with a single click. Reducing friction and bill shock for your clients while saving you time. To do this:
Navigate to the Billing page
Select the bill you would like to process a payment
Select Add payment button
Click Pay button
Send a payment link
You can send a bill to your client for online payment anytime. This is an easy and secure way for your clients to pay with a single click while on the go. To do this:
Navigate to the Billing page
Select the bill you would like to send
Click Send payment link
Press Send
Custom Tax Rates
You can now change your tax rate according to your jurisdiction
Navigate to the Billing setting page
In the Tax Rates section select edit on the tax rate you would like to edit
To create a new tax rate, select + new tax rate
Name the tax rate and put in the percentage
Select save
Who pays this fee?
You can pass this fee to your clients or pay it within your charge. In some jurisdictions, it is prohibited to charge processing fees to your customers. It's your responsibility to comply with applicable laws.
Here are the steps to change who pays the processing fee:
Navigate to the Settings page
Go to the Billing Setting page and Payment Settings section
Select Edit
Tick or untick the Processing Fee box
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.