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Collecting payments from patient charts or via online payment using Stripe

Updated yesterday

If you are integrated with Stripe, you can collect payments for private billing items from the patient chart and send a payment link for online payment. The payment link is a URL that takes patients to a secure Stripe payment page.

If you have TELUS Health Connect, you can allow patients to view and pay their bills via their Connect account. You can also send a payment link to all patients, regardless of whether they have a Connect account. For more information, refer to TELUS Health Connect Settings.

Patients use the same payment page whether they pay through their Connect account or the payment link. The page synchronizes in real-time with the bill in the CHR, preventing duplicate payments. Additionally, patients cannot modify the payment amount, which prevents incomplete payments.

Steps

  1. From the patient's chart, click Start/Open > Private Billing, and the private billing section opens.

  2. At the top of the window, click the checkbox for each item you want to make a payment for.

    📌 Note: Selected checkboxes change to darker blue.

  3. The location defaults to the location you currently have selected. If needed, change it.

  4. Click Make a payment.

  5. A Confirm Billing Notification window appears. Choose whether to Send or Skip sending a notification to the patient with a payment link.

    • If you have TELUS Health Connect with View Billing enabled, the bill is now visible for the patient on their Billing page.

      • If you select Send, the patient can securely pay the bill online via the payment link without a Connect account. However, to view the invoice or bill details, they are required to create a Connect account.

      • If you select Skip, the bill is visible on Connect, but the patient does not receive a notification with the payment link.

    • If you do not have TELUS Health Connect:

      • If you select Send, the patient can securely pay the bill online via the payment link, but they cannot view the invoice or bill details.

      • If you select Skip, the patient is not notified of the bill.

  6. The Continue Payment window opens. Next to Paid, click the blue +.

    • If the patient is making an online payment, click Close. When they pay, the system automatically records the payment for you.

  7. Under Method select the appropriate payment method:

    • Online Payment (Stripe).

    • Terminal Payment (Stripe). (Available only if you have a terminal integrated. For more information, refer to Configuring Stripe in the CHR.)

    • Payment link (Stripe).

    • Patient payment method on file (Stripe). (You must first enable this feature by creating terms and conditions. For more information, refer to TELUS Health Connect Settings.)

  8. Enter the payment information:

Payment method

Description

Online Payment (Stripe)

When prompted, enter the patient's credit card details: credit card number, expiry, CVC, postal code.

Terminal Payment (Stripe)

Select the location and device in the Point of Sale and Card Reader fields respectively.

💡Tips:

  • These fields may auto-populate; for example, if there is only one terminal reader configured for the selected Point of sale, the Card Reader is automatically selected.

  • You can see whether the card reader is online or offline. If you have any hardware questions, refer to the Stripe help resources, or contact them directly.

Payment link (Stripe)

The email and phone number pre-fill from the patient's demographic information. If needed, you can change them.

💡Tips:

  • If someone else is paying the bill, you can use their contact information. They cannot access the bill or patient details.

  • In the Add Payment window, you can change the Amount that is included in the payment link. This is helpful if you are collecting payment in installments.

Patient payment method on file (Stripe)

If you are using the patient's stored credit card information, there are no other steps necessary.

10. Click Submit.

  • If you select Online Payment (Stripe) or Patient payment method on file (Stripe), the payment is processed by Stripe.

  • If you select Payment link (Stripe), a payment request with the payment link is sent to the provided contact information. Stripe then processes this payment after the patient completes it via the link.

  • If you are using a terminal, the information is sent to the device. Collect the payment using the device.

11. Once payment is successful, the amount paid appears next to Paid. You also see it under the History section.

💡Tip: Click the credit card icon to view the Stripe receipt. You can use the receipt number to look up the transaction details in your Stripe dashboard.

If the patient makes an online payment (through Connect or the payment link), you are not required to do anything. The bill automatically updates and its Status changes to Completed. The History section records the dates when the payment link was sent and when the payment was made.

Updated December 30, 2025

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