All Collections
Billing & Payments
Online Payments with Carepatron
Online Payments with Carepatron

How do I accept Online Payments with Carepatron?

Updated over a week ago

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:

  1. Navigate to the Billing Settings page

  2. Go into the Payment settings section

  3. 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% + 30¢

ACH
1.5% + 30¢

United Kingdom (GBP)

2.9% + 30p

BACS
1.5% + 30p

European Union (EUR)

2.9% + 30¢

SEPA
1.5% + 30c

Australia (AUD)

2.9% + 30¢

BECS
1.5% + 30¢

Everywhere else

2.9% + 30¢


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:

  1. Navigate to the Client Records Page

  2. Select the specific client you would like to update the payment methods of

  3. Go the the billings & receipts tab

  4. In the payment methods section, select new payment method

  5. 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:

  1. Navigate to the Billing Settings page

  2. Select the bill you would like to process a payment

  3. Select Add payment button

  4. 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:

  1. Navigate to the Billing Settings page

  2. Select the bill you would like to send

  3. Click Send payment link

  4. Press Send


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:

  1. Navigate to the Settings page

  2. Go to the Billing Setting page and Payment Settings section

  3. Select Edit

  4. Tick or untick the Processing Fee box

Our team will be available to answer any further questions you may have. Just reply via messenger or reach out on team@carepatron.com.

Did this answer your question?