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This article provides step-by-step instructions on how to activate online payments in Elation Billing using Stripe integration.

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Overview

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What is Activate Online Payments?

Activating online payments enables your practice to accept credit card payments from patients through Stripe integration. This allows for convenient payment collection via the Collect Now button and through the online patient payment portal at ElationPay.com.

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Why is Activating Online Payments important?

Online payments streamline the collection process, reduce manual payment handling, and provide patients with convenient payment options. Payments can be collected in person, via email statements, or through the online portal.

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Workflow Instructions

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Elation EHR + Billing Practices

If your practice is an Elation EHR + Billing user, you will activate Stripe through the EHR instead. This process takes about 10 minutes and you can skip Step 2 below. See EHR Stripe Instructions for details.

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Elation Billing Legacy Practices

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Before You Start

Visit Stripe.com and create and activate an account for your practice. We partner with Stripe to simplify payment processing.
  1. Navigate - Click on the Practice Settings option under the Settings drop-down menu. Settings menu expanded showing "Practice Settings" highlighted with a red box, above "Account Users" and "Billing" options. Click on the ACTIVATE button for online payments. Online Payments settings card showing "NOT ACTIVE" status banner in red and an ACTIVATE button to begin Stripe integration.
  2. Get Your API Keys - Log into Stripe.com and click on Developers in the upper right, then on API Keys. Stripe dashboard top navigation with the Developers button highlighted, indicating where to click to access API keys You will find 2 keys: a publishable and secret LIVE key. You will need both to activate the integration. Stripe Developer menu with "API Keys" option highlighted by a red arrow, under the Developers section sidebar.
  3. Enter Your API Keys - Enter your API Keys into the billing software and click ACTIVATE NOW. The billing software will verify the keys and activate online payment processing for your account. Activate Online Payments dialog with empty Publishable Stripe Key and Secret Stripe Key fields, and an "Activate Now" button to submit.
  4. Use Online Payments - Once activated:
    • When you click the COLLECT NOW button on a patient profile, you will have the choice of charging a credit card
    Patient balance of $240.24 with the green "Collect Now" button and blue "Statements" button visible on the patient profile. "Choose a Payment Type" dialog with "Already Paid" and "Charge Credit Card" buttons, appearing after clicking Collect Now on a patient profile.
    • Patient statements will reference the online payment portal at ELATIONPAY.COM
    • You can view payments processed in the billing software when you log into your Stripe account
At this time, patient refunds are processed directly in Stripe. See Stripe refund instructions for details.

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Frequently Asked Questions

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Does Elation support other payment processors?

At this time, Stripe is the only payment processor directly integrated with Elation. Other processors, such as Clover, are not supported as a direct integration. If you choose to use a different processor, payments would need to be collected and processed outside of Elation and then recorded manually in the EHR.