Card Payments (Stripe Terminal & Saved Cards)

This guide explains how to process patient payments securely using Stripe Terminal devices, pay using saved cards, and how to review activity in Payment Logs.

Contents

1. Card Payment using Device
2. Payment using Saved Card
3. Payment Logs

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💳 Card Payment using Device

Payments can be collected during:

• Check-In
• Check-Out
• From the Patient Account (via the Hover Box)

How to Process a Payment

1. Open the Patient’s Account page.

• Enter the Payment Amount.
• Select Payment Type → Credit Card – Electronic Payment.

 

• (Optional) Tick STORE CREDIT CARD INFORMATION if the patient wishes to keep their card on file.

Note: Not all debit cards can be stored for future use.

 

2. Use the Device

• Click SWIPE CARD.
• Select a card reader / device (if multiple are available).

• A pop-up window will guide you. Ask the patient to complete payment by:
  • Tapping their card or device (contactless)
  • Inserting their chip card
  • Swiping their card

• Disclaimer: The available methods—Tap, Insert, or Swipe—may vary depending on the selected device or card reader. Follow the on-screen prompts for the supported options.

 

3. Confirm Payment

• Once approved, the payment will appear in Patient Payments.

 

4. Print Receipts (Optional)

• Click Print Receipt to provide a copy.
• Two receipts will be generated: Practice Copy and Patient Copy.

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Card Payment using Saved Card

You can also process payments using a saved card on file or when the card is not physically present (e.g., phone or online payment authorization). Payments can be collected during:

Payments can be collected during:

• Check-In
• Check-Out
• From the Patient Account (via the Hover Box)

How to Process a Payment

1. Open the Patient’s Account page.

• Enter the Payment Amount.
• Select Payment Type → Credit Card – Electronic Payment.

 

2. Choose a Saved Card

• Select a saved card from the dropdown list.

 

• (Optional) You may also:
  • Update Billing Address
  • Remove a Card on File

 

• Click Submit to confirm and return to the Account Page.

 

3. Confirm Payment

• Once approved, the payment will be listed in Patient Payments.

 

4. Print Receipts (Optional)

• Click Print Receipt to provide a copy.
• Two receipts will be generated: Practice Copy and Patient Copy.

 

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Payment Logs

For practices using the Stripe payment, the Payment Logs provide a centralized view of all payment activity, including:

• Transactions made through Stripe Terminal devices
• Payments processed with saved cards (card not present)

How to Process a Payment

1. In the EHR Admin, go to:  Billing → Payment Management → Payment Logs

2. Locate or search the transaction and click the Reference ID to view full payment details.

 

3. Each log entry displays the transaction status, including:

• Accepted / Approved
• Cancelled
• Voided
• Refunded
• Failed