If you are integrated with Stripe, you can collect payments for private billing items from the patient chart.
Steps
From a patient chart, click Start/Open > Private Billing.
In the top section, select unpaid items, by clicking their checkmark.
If needed, select the location.
Click Make a payment.
The Continue Payment window opens.
Next to Paid, click the blue +.
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).
Patient payment method on file (Stripe). (You must first enable this feature by creating terms and conditions. For more information, refer to TELUS Collaborative Health Record Connect Settings).
Enter the payment information:
If you select Online Payment (Stripe), when prompted, enter the patient's credit card details: credit card number, expiry, CVC, postal code.
If you are using a terminal, select the location and device in the Point of Sale and Card Reader fields respectively.
💡Tip: 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.
If you are using the patient's stored credit card information, there are no other steps necessary.
Click Submit.
If you select Online Payment (Stripe) or Patient payment method on file (Stripe), the payment is processed by Stripe.
If you are using a terminal, the information is sent to the device. Collect the payment using the device.
Once payment is successful, the amount paid appears next to Paid. You also see it under the History section.
💡 Tip: Depending on your configuration, you may see a credit card icon in the History. Click it to view the Stripe receipt. You can use the receipt number to look up the transaction details in your Stripe dashboard.
Updated December 3, 2024