How to Manage Patient Billing via Stripe

Link your Stripe account with OutSmart

You must have an active Stripe Account before you can link it with OutSmart.

Acquiring your Stripe Credentials

Before you can start processing client payments via Stripe on the invoicing system, you will need to provide your Stripe Keys to OutSmart. To acquire your keys, do the following:

• Step 1: Sign in to your Stripe Account: https://dashboard.stripe.com/login
  • If you do not have a Stripe Account, follow this link to create one: https://dashboard.stripe.com/register

• Step 2: While on the dashboard, click on “Developers” in the navigation menu:

• Step 3: Then click on API Keys:

• Step 4: On the API Keys screen, verify that you are NOT viewing test keys. You will need live keys to be able to process payments. The image below shows what test mode looks like

1. There is a banner at the top of the page that states “TEST DATA”.
   1. The text under API keys states “Viewing test API keys. Toggle to view live keys.
   2. The Publishable key starts with pk_test, and the Secret key starts with sk_test

Adding your Stripe Credentials to OutSmart

Now that you have located your live Stripe keys, keep the API keys page open, and open another tab to continue.

• Step 1: In the new tab, sign into your OutSmart Account, and select your desired office.
• Step 2: Open the main navigation menu at the top left corner of the screen, and click on the Dispensary.
• Step 3: Choose the dispensary that you wish to bill with. Once the Dispensary’s transaction list has loaded, go to the tabs at the top left of the screen, and click on “Dispensary Settings”
• Step 4: In the submenu that opens, click on “Billing Settings”.

• On the billing Settings screen, you will see two panes – one for Moneris, and one for Stripe. If Stripe is unavailable, please contact OutSmart’s help centre to unlock this feature:

• Return to the previous browser tab containing your Stripe API keys, and do the following:
  
• Step 1: Hover your mouse over the text of your live Publishable key, and click to copy it to your clipboard.

• Step 2: Switch over to the tab containing your Billing settings, and paste your Publishable key into the Stripe Settings Publishable key field:

• Step 3: Return to your tab containing your Stripe API keys, then click to reveal your Stripe Secret key. You may be asked for your password. This is normal and is a security feature of Stripe.
  
  

• Step 4: Once revealed, click on your Secret key to copy it to your clipboard.
  1. Switch back to the tab containing the Billing Settings, and paste your Secret key into the Stripe Settings Secret key field:

• Click on Save to submit your Stripe keys to OutSmart.

When you submit your Stripe API keys to OutSmart, the billing service will always use Stripe to process payments. If you were previously using Moneris, OutSmart will still use Stripe until you remove your Stripe API keys from OutSmart.

How to Process Payments in OutSmart

Now that you have your Stripe API keys loaded into OutSmart, you can start processing payments through OutSmart’s billing system via Stripe. Refer to the following article for more information on processing payments with OutSmart: https://guide.outsmartemr.com/processing-credit-cards/#How_To_Process_Payments_In_OutSmart. The sections following will only focus on what changes when you are processing payments with Stripe

Processing with Stripe

When processing payments with Stripe, you will see the following window instead:

This window contains the following (in order of appearance):

1. The total being charged.
2. The full name from the billing address.
3. The client’s credit card number.
4. The expiration date on the credit card.
5. The CVC from the back of the credit card. (reference: What is a CVD, CSC, or CVC).
6. And if applicable, the postal code/zip code of the cardholder.

Stripe will automatically determine which card (Master Card, Visa, etc…) is being billed based on the card number. Stripe will also automatically determine if the postal code or zip code is required based on the card number.

What gets sent to Stripe

When you click on Send Request to submit the payment, OutSmart will send the following to Stripe:

1. The Name and Card Details provided in the window
2. The unique identifiers of the payment and invoice that the payment was processed for. These can be located on Stripe under the payment tab.

Stripe will create a “Payment Intent” to capture OutSmart’s intentions and will send back a unique identifier representing the intent. OutSmart will hold on to this unique identifier for your records, and will then hand control over to Stripe to finish processing the payment.

Storing a client’s card for future use

Presently, OutSmart’s integration with Stripe does not support storing client credit cards for future use.

An important note about your Stripe Secret key

Your Stripe Secret key is as sensitive as your own password and allows third-party services (like OutSmart) to make requests to Stripe on your behalf.

If you ever need to change your Stripe Secret key, read the following article from Stripe on how to do so: https://stripe.com/docs/keys#rolling-keys. After rolling your keys, make sure you update your Stripe billing settings on OutSmart to ensure uninterrupted billing services.

How to Remove your Stripe API keys

If you ever need to remove your Stripe credentials from OutSmart, you can do the following:

1. Go to the Billing Settings page in the Dispensary
2. Locate the Stripe Settings tab
3. Click on “Remove Account”

If you’ve removed your credentials by accident, you’ll have to retrieve your Stripe API keys from your Stripe account.