Billing Audit Tool: Kipu Payments

  • Updated

This feature is currently in limited release to a select group of clients and will be rolling out to everyone in the coming months.

Required Permissions: Super Admins

Account Management and Onboarding

For information on the Account Management and Onboarding tabs, click here and for an overview of Kipu Payments, click here.

Payment List 

The Payment List is created by Stripe and summarizes activity at the payment level. It contains no information about the patient.

The payments listed appear with the following information.

  • Date: The date on which the payment was made

  • Status: The payment status options are as follows:

    • Blocked
    • Canceled
    • Disputed
    • Early fraud warning
    • Failed
    • Incomplete
    • Partially refunded
    • Pending
    • Refund pending
    • Refunded
    • Succeeded
    • Uncaptured
  • From: The email address entered at the time of payment, if one was added.
  • Amount: The amount paid

You can view information about the payment by clicking on it.

Filtering Options

You can filter the payments using the following options. These filters will be preserved in the downloaded document when you click Export.

  • To filter payments by amount, pick an option from the drop-down and then enter the number that is equal to, between, greater than, or less than. Click Apply to apply the filters to the payment list.

  • To filter payments by date, choose an option from the drop-down.

    Is in the last

    		 Select the number to show all items where payment was made in the last chosen number of days.

    Is equal to

    		 Select the date you want the results to match.

    Is between

    		 Select the date range that results should fall between.

    Is after

    		 Select the date that all the payments displayed were made after.

    Is on or after

    		 Select the date that all payments displayed were made on or after.

    Is before

    		 Select the date that all the payments displayed were made before.

    Is before or on

    		 Select the date that all payments displayed were made on or before.

  • Filter payments by status. You can select multiple statuses. Click Apply to apply the filters to the payment list.

  • To view payments filtered by payment type (or types) choose the desired option(s) from the drop-down. Click Apply to apply the filters to the payment list.

Initiate a Refund

If you need to initiate a refund, you can do so from the Payment List tab. Check out this article for a step-by-step walkthrough.

Exporting Payment List

You can export the Payment List to .csv file by clicking the Export button. 

  • Choose the date range and columns you want included. You can select a default 23, a default 83 or a fully custom list. 
  • Then click Export to download the .csv file.

Payouts 

Stripe owns all payouts (transactions, minus processing fees). 

Stripe offers two ways to receive funds:

  • Automatic deposits that occur daily, weekly, or monthly, depending on your preferences.
  • Manual withdrawals that you initiate as needed.

Disputes 

Stripe owns the list of all disputes associated with payments made for the selected account(s).

A dispute occurs when a patient disputes a payment with their card issuer. These disputes can occur as one of the following:

  • An inquiry or retrieval, which usually comes in the form of a request for additional information about the transaction.
  • A chargeback, which causes funds to be withdrawn from your account immediately.

When you have a dispute, locate the guided dispute response process in the Account Management section of the Kipu product, then provide thorough documentation about the payment, and submit your response before the set deadline. Timely and thorough responses with good documentation will improve the likelihood of favorable resolutions.  

When a dispute occurs, follow the instructions on the screen, and if you have questions, please contact Stripe Support.

Payment Methods 

Kipu owns the list of payment methods that the account can accept.

The payment method options are Card (Stripe accepts Visa, Mastercard, American Express, Diners, and Discover), ACH, and Sunbit (coming soon). 

Payment Summary (Kipu)

The Payment Summary information is provided by Kipu and therefore contains information at both the payment and patient level.

  1. Patient: The patient's name
  2. Payment Method: The method used to pay 
  3. Payment Type: The payment type
  4. Payment Amount: The amount paid
  5. Created At: The date the payment was made
  6. Name on Card: The name on the card used for the payment
  7. Bank Account: The bank account number, if a bank account was the payment method

  8. Status: The payment status

    • Pending
    • Processing
    • Succeeded
    • Failed
    • Canceled
    • Refunded
    • Partially Refunded
  9. User Name: The name of the user who initiated the payment
  10. Refund: The amount that was refunded (if any)

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