Overview
This article will walk you through the steps of setting up an account with Stripe, one of the option we have for integrated merchant services. You will setup a Stripe account on Stripe's website, then you send us some information about your account so that we can enable the integration and you can begin processing credit card payments through Cerbo and the Patient Portal.
Related Articles:
- Choosing an Integrated Merchant Services Partner
- Subscription Billing - Stripe
- Add a Payment Method for a Patient
- Add and Allocate Payments and Credits
Details
Set Up Your Stripe Account
First, set up your account at stripe.com.
Then activate your account in your Stripe dashboard by clicking on Activate Account at the upper left. You will need to provide basic information about your business and the bank account where you want credit card payments to be deposited.
Once that is done, make sure you're in live mode using the toggle button at the bottom of the Stripe menu. Click the toggle to change away from Viewing test data. You can go back to Test mode at any time (but can only process credit card payments in Live mode).
Linking Stripe to your Cerbo EHR
In the menu, click on Developers and then API Keys. Make sure that you don't see "Viewing test data" in orange at the top (if you do, you just need to toggle off of Viewing test data to see the live keys).
Copy and paste both the live Publishable and Secret keys into a sticky note in John Doe's chart in your EMR, and save the sticky note. You may need to click where indicated for the Secret key to "Reveal live key token" (and may need to enter your password to view it).
The two keys, which are long strings of letters and numbers, should start with "sk_live_..." and "pk_live_..." Send your account manager an email, or (email [email protected] if you are out of onboarding) to let us know where you've saved the sticky note. We'll log in to your build, pick up the keys, and let you know once your Stripe integration is complete and ready for use!
- DO NOT send us your keys via email, as this is sensitive information and email is not secure.
- Do not send a screenshot - we need to be able to copy and paste the keys exactly to set up your account.
Stripe Configuration
In the Settings page, you can set various configuration options, including an option to send patient emails about upcoming renewals or expiring cards.
Accepting FSA and HSA Cards on Stripe
Stripe is able to accept Flexible Spending Account (FSA) and Health Saving Account (HSA) credit/debit cards. However, before you can do so, you need to contact Stripe and request that they classify your account as an MCC business. More information on setting this up can be found here.
Getting Credit Card Information from Another Program
If you have credit card information on file in another program, such as Authorize.net or Braintree, Stripe can likely import this information. Or you can add a credit card to a patient's account in the EMR by clicking on "Save New Credit Card" in the Billing Info tab of the Patient Info pop-out. Or, patients can add a credit card via their Patient Portal.