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Online payments with Carepatron

How do I accept online payments with Carepatron?

Updated this week

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 cash flow 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 doing the following:

  1. Go to Settings.

  2. Navigate to the Billing page.

  3. Go into the Payment settings section

  4. Select the View Stripe Dashboard, Complete Stripe setup, 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 applies to each successful transaction, whether the payment is processed at the time of service or stored for later charging. Please note that processing fees are subject to change and may vary depending on the payment provider or service updates.

Region (currency)

Credit cards & Wallets

Direct debits

United States (USD)

2.9% + 60¢

ACH
1.9% + 60¢

United Kingdom (GBP)

2.9% + 60p

BACS
1.9% + 60p

European Union (EUR)

2.9% + 60¢

SEPA
1.9% + 60¢

Australia (AUD)

2.9% + 60¢

BECS
1.9% + 60¢

Everywhere else

2.9% + 60¢


Adding a client's payment method to their profile

Once your account is set up, you can start charging your clients' 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. Go to Clients.

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

  3. Go to the Billing tab.

  4. In the payment methods section, click '+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. Go to Settings.

  2. Navigate to the Billing page.

  3. Select the bill you would like to process a payment for.

  4. Select Add payment button.

  5. Click the Pay now button.


Send a payment link

You can send a bill to your client for online payment at any time. This is an easy and secure way for your clients to pay with a single click while on the go. To do this:

  1. Go to Settings.

  2. Navigate to the Billing page.

  3. Select the bill you would like to send.

  4. Click Send payment link.

  5. Press Send.


Custom tax rates

You can now change your tax rate according to your jurisdiction

  1. Go to Settings.

  2. Navigate to the Billing page.

  3. In the Tax Rates section, select edit on the tax rate you would like to edit.

  4. To create a new tax rate, select +New tax rate

  5. Name the tax rate and put in the percentage.

  6. Select Save.


Who pays this fee?

You can pass this fee on to your clients or pay it as part of your charge. In some jurisdictions, it is prohibited to charge processing fees to your customers. It's your responsibility to comply with applicable laws.

Steps to change who pays the processing fee

  1. Go to Settings.

  2. Navigate to the Billing page.

  3. Go to the Payment Settings section.

  4. Select Edit.

  5. Toggle on 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.

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