You set up your payments in the initial set-up stages.
Prepare to take Online Payments - Stripe
You need to create a Stripe account, or link to an existing one if you want to take online payments. The Dentally team cannot do this for you.
From your Patient Portal Dashboard, click on the Payment Setup tab or the left-hand menu.
Select Setup New Account
Enter the email of the person who would be able to set up a stripe account for the practice (bank and company details etc) and click on Create Account
Follow the instructions on the email you receive from Stripe to the inbox of the email address you used. You will need your bank details here.
When the account has been set up successfully, you will see the Stripe account setup in Dentally Patient Portal with Online Appointment Booking.
If you have a Stripe account already, then you simple ask the relevant person to login to the Patient Portal dashboard (via Settings > integrations) and connect your Stripe account in the Payment Setup / Online Payments section.
Link Stripe with Patient Portal
Click on Payment Setup,
Click on the practice name
EITHER click on Use existing Stripe account and link your account
OR click on Setup new account
This will ask for an email address for you to use to set up a Stripe account.
Managing Patient Portal Payments
When your Stripe account is linked to your Patient Portal It shows as connected.
If you need to stop taking payments via a Stripe account, you can unlink the account, and link to a new Stripe account.
Additional Web pages to support Managing Patient Portal and Online Appointment Booking
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