Stripe Terminal: Collect Payment

Patient Collect (Stripe) activated practices that purchased a Stripe terminal and have completed the setup can begin to use the countertop card reader to take secure in-person payments. The terminal supports chip, swipe, and contactless payments, including Apple Pay and Google Pay. To collect patient payments manually or with a saved card, review Patient Collect (Stripe): Collect Payment. To learn about the feature in the Desktop Application (PM), review Patient Collect (Stripe): Collect Patient Payment.

For Tebra Payments activated practices, review Tebra Payments: Collect Payment or Tebra Payments Terminal: Collect Payment.

Note: This feature is available for Billing subscribers>.

Initiate Payment Hover over the Platform icon and click on Dashboard. The Dashboard opens. Click on the appointment to view the appointment card. Click More Options > Collect Payment. The Collect a Payment page opens.
Collect Patient Payment Verify patient information, review outstanding charges, and any unapplied payments. Payment Amount: By default, the Total Account Balance populates. If necessary, enter a different payment amount. To enter additional details about the payment (e.g., date of service), click Add Payment Note. This note is only visible to the practice and does not print on the patient receipt. Payment Method: Keep "Credit Card" selected by default. Then, click to select the Stripe terminal. If card information needs to be manually entered, click + Manually Enter New Card and enter the information. When finished, click Finalize Payment and submit the payment. Click Connect To Terminal. The Waiting for customer to insert, tap or swipe to pay pop-up message displays. To cancel the payment, click cancel payment.
Once the patient payment has successfully processed, the Receipt page opens. Note: The submitted payment creates a Payment record in the Desktop Application (PM) as an Unapplied Payment until it is applied to the appropriate service(s) associated with the patient. For a detailed receipt (e.g., FSA/HSA patients), click to select "Itemize Receipt". Click Print or Email to print or email the receipt.