[COMING SOON] Stripe Account Setup - Company

Brief Overview

To start taking Online Payments in the Patient Portal, you will need to create a Stripe Account for the received money to be deposited into. This article explains how to create a Stripe Account for a business registered as a Company.  

Creating a Stripe Account takes approximately 10 minutes to complete if you have all the information to hand.  This article explains the definition of terms used in this process.  

Important: 

  • If, for the Stripe Account setup purposes, your business is registered as a Company please use this guide. 
  • As soon as you have activated your Stripe Account, patients will be able to pay their invoices on the Patient Portal. 
  • A Stripe Account can only be linked to one bank account, but you can have multiple Stripe Accounts that can be linked to different bank accounts. 

 

The Short Version

  • Go to Settings > Patient Portal Settings > Portal Payments tab.
  • Toggle on the Switch ON Stripe Payment option.
  • Click Create and use the Stripe Account Setup Wizard to complete your details.
  • Monitor the Dashboard Status in the Portal Payments tab.
  • Once the status is Verified click Activate, then Confirm Activation.
  • Your account is now active and able to receive payments.  

Important: 

  • The first Stripe Account you create will be the default account for all current and new users. 
  • If you need to create multiple Stripe Accounts, then: 
    1. Create each account
    2. Assign each provider to their Stripe Account
    3. Activate all Stripe Accounts

 

Instructions

1. Go to Settings > Patient Portal Settings.

1._settings__patient_portal_settings.png

2. Go to the Portal Payments tab.  
Note: If required, toggle on the Switch ON Stripe Payment option.

2._portal_pmt_tab.png

3. Click the Create button.  

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4. Read the Terms and Conditions, click Accept to continue or Close to cancel. 

4._terms_and_conditions.png

5.  Create your Stripe Account. 
Note:
For assistance with the wizard, see the definitions supplementary article. 

INITIAL DETAILS
The details you are required to complete in this section are:
- Country of Business
- Business Entity Type 
  * Choose Company
- Mobile Number
- Email 
Click Next

5a._initial_details.png

Enter the verification code sent to the mobile number you added in the previous window. 

5b_2fa.png

BUSINESS DETAILS
The details you are required to complete in this section are:
- Legal business name
- Company ACN/ABN
- 'Doing business as' (optional)
- Registered business address
- Business phone number
- Industry
- Business Website/Product Information
Click Next

5c_business_details.png

BUSINESS REPRESENTATIVE
The details you are required to complete in this section are:
- Legal name of the business representative
- Email address
- Job title
- Date of birth
- Home address
- Phone number

Answer Yes or No to the following questions: 
- I own 25% or more of the company
- Are you the only person who owns 25% or more of the company?
- I am a member of the governing board of the company
- Are you the only person on the governing board of the company?

Click Next

5d_business_representative.png

BUSINESS OWNERS & DIRECTORS
Depending on your answers on the previous screen, you may need to fill in the following information: 
- Legal name of person 
- Email address 
Click Next

5e_business_owners.png

5e_business_directors.png

PAYOUT DETAILS
Note: Review the Direct Debit Request Service Agreement, located at the bottom of the screen.  The link will open in a new tab and will not disrupt the account creation process.  

The details you will require to complete this section are:
- BSB Number
- Account Number
- Confirm Account Number
Click Save

5f_payout_details.png

VERIFICATION SUMMARY & CONFIRM DETAILS 
Note: Review the Stripe Connected Account Agreement, located at the bottom of the screen.  The link will open in a new tab and will not disrupt the account creation process.  

Review your information on this screen and update if required:
- Click Pencil Icon to review Business Details
- Click Update to review Management & Ownership
- Click Pencil Icon to review Payout Details
Click Done 

5g_verification_summary_and_confirm.png

You will be returned to the Patient Portal Settings tabs.  Click Portal Payments tab.

 

6. If you need to make more than one Stripe Account (for multiple bank accounts), please review this article for additional instructions before continuing to Step 7. 
7. Once your Stripe Account Status shows that it has been verified, click Activate
 
Important:  Activating your accounts makes them immediately available to patients in the portal to start paying their outstanding invoices. 
a.  Click Activate > Confirm Activation.
7_dashboard_activate.png
7_dashboard_activate_confirm.png

 

Further Reading

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