Stripe Integration (Patient Ledger)

Securely collect credit card payments from patients directly on the Patient Ledger or from the MAT Kiosk with the Stripe integration. Card details can be entered in manually or processed through a connected card reader. 

Required Permissions: Super Admins can complete the following Stripe configuration steps.

Create Stripe Account and Enable Ledger

• Step 1: The first step to enabling Stripe is to create your business stripe account at https://dashboard.stripe.com/register.
• Step 2: Once you have created your account, please reach out to Support ([e-mail]) and request Stripe to be enabled for your instance. 
• Step 3: You must have enabled Patient Ledger before you can complete the following Stripe configuration setup, click here for instructions. 

Setup Stripe Payment Types

Let's review how to connect Stripe processing to a specific Payment Type. You can create a new payment type as described below or edit an existing payment type. 

1. From Settings, open the Billing tab.
2. Choose  Ledger, then open Payment Types.
3. Click on the New Payment Type button.
4. Name the payment type and click Create.
   
5. The Enabled checkbox is selected by default.   
6. Check the Stripe Credit Card box to enable the ability to collect credit card payments when this Payment Type is selected.   
7. Next, click the Connect with Stripe button.
8. The system will prompt you to create a Stripe account or log in with your existing credentials.
9. Once you are connected, the system will show that the Stripe account is linked. 
10. You can disconnect from Stripe at any time using the Disconnect from Stripe button.
11. At this point, payments can be collected:
    • From the ledger, by manually entering the patient's credit card information.
    • From the Kiosk, where the patient can manually enter their card information.

To process cards automatically, you can connect a Stripe Reader. See the following section.

Connect Stripe Reader

To process cards automatically, you can connect a Stripe Reader. Connecting a Stripe Reader enables allows staff to process automatically process payments from the patient ledger using the connected reader and allows patients to run their cards directly from the kiosk. 

Instance Settings

To collect payments using a Stripe card reader, a member of Kipu staff must enable the Stripe terminal feature in your instance settings.

Enable Stripe Reader

Let's review how to add a card reader to a Stripe-enabled Payment Type. Please connect your card readers to your Stripe account prior to completing the following steps.

Important: Card readers are provisioned per browser. However, as long as you connect the reader to each browser, you can share a single card reader between devices. 

1. Super Admins, log into the EMR on the device and in the browser that you want to provision the terminal for (e.g., Workstation 1, Google Chrome).
2. Then, navigate to the Payment Types tab under Settings > Billing > Patient Ledger.
3. Click on the Edit icon on the Stripe-integrated payment type.
4. Click on the Select Stripe Reader button. In order to see this button, a terminal must already be linked to your Stripe account.
5. Select the desired reader for this machine using the checkbox and click Save.
   • Note: If you select the No Reader checkbox, the users/patients will not be able to swipe a credit card because no reader has been connected. Credit card payments can still be made by manually entering their card details including number, expiration date, and CVC. 
6. The Super Admin can log out, and the user (or Kiosk Display user) can log in and the Reader selected will be connected to the account and can begin taking payments. 
7. Repeat for each machine, e.g., Workstation #2, Google Chrome. You can select the same Payment Type (e.g., Credit Card) and simply choose a different Reader when clicking Select Stripe Reader. 

Processing Payments in the Ledger

Now, when staff members process payments from the Patient Ledger, the Process using connected Stripe terminal box will be automatically checked and linked to the reader enabled for this payment method in this browser. 

Users can uncheck the box to manually process the payment by entering in the card details if the stripe terminal isn't functioning as expected. 

Refunds: To issue a refund, you will need to log into your Stripe account. Refunds cannot be processed from the Kipu EMR. Click here for instructions.

Stripe Integration and Kiosk

For MAT instances using Queues and Kiosk, an added benefit of the Stripe Integration is that patients can pay their outstanding balance when checking in from the Kiosk. 

Manual If you do not have a card reader enabled for the kiosk, the patient can manually type in their card information to process the payment.

Card Reader If you've enabled the Stripe Terminal setting and configured the Reader for the terminal, patients can use the reader to process their card details.