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Tebra Help Center

Navigate Patient Collect Settings

Updated: 06/23/2023|Views: 902

For Patient Collect (Stripe) activated practices, the Patient Collect page allows System Administrators to access their Stripe Dashboard, view connected Stripe Terminals and manage the option to send a Credit Card Authorization form through the Patient Intake workflow (Engage Subscribers).

Access Patient Collect

  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
  2. Click Patient Collect. The Patient Collect page opens.
Platform_Practice_Settings.png

Navigate Patient Collect

Patient Collect (Stripe) activated practices can access the following features.

  1. Patient Collect: Log into the Stripe Dashboard or review the Stripe and Patient Payments FAQs.
  2. Stripe Terminal: Displays purchased terminals that have been set up. The status shows as offline when the terminal is powered off or has no internet connection.
  3. Payment Settings: By default, the option to send a Credit Card Authorization form through the Patient Intake workflow is enabled (Engage Subscribers). This allows patients to add, edit, or remove credits card(s) on file and electronically sign the authorization form. To disable, click Off.
Platform_PaymentSettings_Navigate.png
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