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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 credit card payments without worrying about bank 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 credit cards 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 fees

Carepatron partners with Stripe to provide our practitioner community with a secure, integrated payment processing solution. This partnership ensures online card payments are always easy and safe.

The processing fee for online payments is 2.90% + $0.30 for each successful transaction, whether running the card at the time of service or storing the card to charge later.

Our credit card processor gives you more power to ensure that you get paid for the services provided and that you get paid quickly. We care about our community's success and encourage using our integrated credit card processor.


Adding a card to a client's 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 credit card information during their intake, the best way to capture their card details is by sending a bill for payment online or a payment link. Your client will be prompted to save these details during this payment process. To do this:

  1. Navigate to the Billing Settings page

  2. Select the bill you would like to send

  3. Click Send payment link


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

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

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