Please Note that Stripe is not available to new customers. Please see our article on Square for setting up payment processing.
DrChrono allows you to process patient payments through their credit card. You can do this yourself through the DrChrono website or allow the patient to pay through OnPatient. Stripe is available to process credit card payments in DrChrono.
New Stripe Onboarding and Account Verification Process
With recent changes in legislation, Stripe is now required to have more information about each business on file. For that reason, our customers will have to update their Personal and Bank Account Information in order to keep using Stripe beyond the deadline of November 2, 2020.
In this article we will look at:
- Setting up a New Account
- Verifying an Existing Account
- What to do if you no longer use your Stripe Account
- Processing Payments with Stripe through DrChrono and through OnPatient
Setting Up a New Account
1. Go to Account > Account Settings and click on the Patient Payments tab.
2. Click on the (
) icon to open the Stripe account entry section.
3. Select Individual or Business. Enter the account information and click Save Bank Information.
4. After saving the account information, you will need to verify your account. You may see a red or orange message at the top of your screen.
A red notification means the current information is not enough to set up the Stripe account in good standing and the Stripe account will be disabled until verified.
A disabled means that the user will either not be able to charge patients or receive payouts to the user’s bank account.
Click Verify Your Account with Stripe to continue.
An orange notification means your information is not enough to have the Stripe account fully verified. The Stripe account will still function in the short term.
An unverified account means that the Stripe account is still in good standing, for the time being, however, there is already missing information in the profile that will be due in the short term (usually days/few weeks). The user should take action to update the account as soon as possible.
Click Verify Your Account with Stripe to continue.
4. Click Update next to Your Business. Edit the business details and click Done.
5. Click Update next to Management and Ownership. Enter the information and click Done.
You may see a Pending verification message.
Pending verification happens when information can’t be checked in real-time.
For certain types of verification like ID verification where you might upload a driver's license photo, verification might take a few minutes. Other types of verification might even take longer, but usually, verification happens fairly quickly.
Click Done on the main verification screen to return to DrChrono.
6. In DrChrono you will see that your account information is verified.
Verifying an Existing Account
You may see an alert notification at the top of your DrChrono account asking you to update your account or account information.
A red notification means the account has payouts or patient payments is currently disabled.
An orange notification means the account has payouts or patient payments will soon be disabled (usually in days/few weeks).
1. You can click on the Update button to be taken to the Patient Payments settings or go to Account > Account Settings and click on the Patient Payments tab.
2. Once in Patient Payments, click Verify Your Account with Stripe to continue.
2. After the verification process starts, Stripe will let you know what missing information is required to get the account fully verified. Update all fields marked in red.
Click Update next to Your Business. Edit the business details and click Save.
Click Update next to Management and Ownership. Enter the information and click Done.
3. You may see a Pending verification message.
Pending verification happens when information can’t be checked in real-time.
For certain types of verification like ID verification where you might upload a driver's license photo, verification might take a few minutes. Other types of verification might even take longer, but usually, verification happens fairly quickly.
4. Your account is verified when no further account information is needed.
No Longer Using Stripe
If you had previously set up Stripe in your DrChrono account, but are no longer using it, you will still see the alert messages to verify your account. You can go to Account > Account Settings and click on the Patient Payments tab. Next click on the Clear Bank Information button.
Processing Payments with Stripe
After setting up and verifying your account, you can process credit card payments on the web or have patients pay via OnPatient.
Payments through DrChrono EHR Web
1. You can begin in the Appointment window under the Billing tab by clicking Process Credit Card. This will take you to the patient's chart. (You could also go directly to the patient's chart and click on the OnPatient Payments tab).
2. After navigating to the OnPatient Payments tab, click Add Card.
3. Enter the card information and click Save Card Details.
4. Click Process Payment to charge the card.
5. Click Confirm Payment.
6. Chose Print Receipt, Email Receipt, or Close.
7. The record of the payment will appear in the Transaction History in the patient's chart.
Payments via OnPatient
To enable payments go to Account > Account Settings > Patient Payments 2.0 and click on the (
) icon.
Check the Allow OnPatient Payments box and select Stripe from the dropdown menu. Click Update Entire Profile to save your settings.
A patient can add a card in order to make a payment via their OnPatient Portal after logging in.
1. Go to Billing > Payment Methods. Enter the card information and click Save Card.
2. The patient can then click Make Payment or if you have sent statements to OnPatient they can go to Statements > Pay.
3. The patient will click Pay with the amount they entered or the statement amount.
4. The patient will Confirm the payment.
5. There will be a confirmation of successful payment.
6. The record of the payment will appear in the Transaction History in the patient's chart.
