Overview
When using Stripe for payments through our app, automated processes ensure the payments are properly allocated to the correct patient.
You are responsible for selecting the patient, and the payment is automatically synced with their chart. It’s essential to perform all Stripe transactions from within our app to ensure synchronization, as payments made directly in Stripe will not sync back to the software.
Research
Make sure that you're looking at an invoice or the proper view while you add in a payment. Errors can occur if you were to add in a payment in the wrong chart.
In-software Payment Sync: To ensure that all payment data is synced, always
Patient Verification: Before completing a payment, always verify the patient chart to prevent incorrect payment allocation.
Payments from withing the Chart: You can add in payments directly from the patient chart, this ensures that you are in the correct chart and not a duplicated one or a similar name one.
Search with the Patient ID!
To confirm that the payment was assigned to the correct patient, you can check the payment ID on your Stripe dashboard. Use this ID to search within our app for the correct patient chart associated with that payment or use the patient ID in Stripe to review their payment history.
We help ensure the highest accuracy in payment allocation, so always take care to confirm you are processing payments in the correct chart.