Patient Collect (Stripe): Collect Patient Payment

Collect Patient Payment: Credit/Debit Card

1. Find the Patient record or existing appointment and double click to open. The Edit Patient or Appointment Details window opens.
2. Click Collect Patient Payment to initiate the transaction. The Collect Patient Payment window opens.
3. Verify patient information, review outstanding charges and unapplied payments.
   • Patient name, DOB, phone and address.
   • Click Total Account Balance to see an overview of charges and unapplied payments.
     • To view a printable version of the Balance Details, click Print. Then print, if desired.
4. Payment Amount: By default, the Total Account Balance populates. If necessary, enter a different payment amount.
   • To enter details about the payment (e.g., reference number, check number, date of service), click Add Payment Note.
     Note: Payment Notes are only visible to the practice and do not print on the patient receipt.
5. Payment Method: Keep "Credit Card" selected by default.
   • To record a credit card payment that has already been processed, click to select "Do not charge credit card. For recording purposes only.". When selected, the payment will not process through Stripe.
   • Select card on file or enter new card:
     • To use a saved patient payment card, click to select the card.
       Note: Any Card Nickname(s) and Comments/Instructions for Practice entered by the patient via patient intake (Engage subscribers and accounts that have access to Patient Intake), entered by the practice under the patient's Payment Cards, or when the card was initially saved via Collect Patient Payment, display in the card list.
       • An authorized card indicates the patient signed and submitted the Credit Card Authorization form (Engage subscribers and accounts that have access to Patient Intake) or the practice manually authorized the card.
       • An unauthorized card indicates the patient has not completed the Credit Card Authorization form (Engage subscribers and accounts that have access to Patient Intake) or the practice has not manually authorized the card after the agreement was completed via paper.
     • To swipe a new card or manually enter the Name on Card, Card Number, Expiration Date, and three-digit CVC code, click + Manually Enter New Card.
       • By default, "Billing address is same as patient address" is selected. If necessary, click to deselect then enter a different billing address for the card.
       • To simultaneously save the new card on file and email the Credit Card Authorization form to the patient (Engage subscribers and accounts that have access to Patient Intake), click to select "Save this card on file". Otherwise, the patient agreement needs to be completed via paper.
         Note: For convenience and optional use, click Download Patient Agreement for a template. Once the agreement is completed via paper, access the patient's Payment Cards to manually authorize the card.
         • Enter optional Card Nickname or notes (up to 500 characters) into the Comments for Practice field.
           Note: For Engage subscribers and accounts with access to Patient Intake, patients can view and edit the saved nickname and comments when they complete the Credit Card Authorization form.
6. Click Finalize Payment. The confirmation window opens.

Collect Patient Payment: Stripe Terminal

Patient Collect (Stripe) activated practices that purchased the 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.

1. Find the Patient record or existing appointment and double click to open. The Edit Patient or Appointment Details window opens.
2. Click Collect Patient Payment to initiate the transaction. The Collect Patient Payment window opens.
3. Verify patient information, review outstanding charges and any unapplied payments.
4. 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.
5. 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.
6. 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.