You set up your payments in the initial set-up stages.

Prepare to take Online Payments - Stripe

  1. 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.

  2. From your Patient Portal Dashboard, click on the Payment Setup tab or the left-hand menu.

  3. Select Setup New Account

  4. 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

  5. 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.

  6. When the account has been set up successfully, you will see the Stripe account setup in Dentally Patient Portal with Online Appointment Booking.

  7. 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.

dentally stripe
  • 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.

email in patient portal

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

Set up

Managing Treatment Booking Terms and Conditions - Online Appointment Booking

Setting up Patient Portal and Online Appointment Booking

Patient Treatments

Managing Patient Treatments in the Patient Portal

Managing Treatment Booking Terms and Conditions - Online Appointment Booking

Settings

Managing Patient Portal Appointment and cancellation settings

Managing Communication settings in the Patient Portal

Managing Features in the Patient Portal

Managing Calendar Sessions for Online Appointment Booking

Managing Text Settings for Online Appointment Booking

Managing Branding settings in the Patient Portal

Managing Analytics in the Patient Portal

Promotional codes

Managing Patient Promotional Codes in the Patient Portal

Share with Patients

Managing your Patient Portal - Share with Patients

Manage Practitioners

Managing the Practitioners in the Patient Portal

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