Summary
Reach out to [email protected] to get a link to store credit card information in Ritten and charge clients for general payments or copays from their client chart.
Store and Charge Credit Cards in Ritten
- Manually add credit cards to client chart
- Client portal allows client or guarantors to add credit card directly to record
- Charge copays or payments in the chart through Payments section
Step 1:
Reach out to [email protected]
Title ticket - (Your clinic name) Stripe Integration.
We will get back to you with a link to connect Stripe to Ritten.
Step 2: Follow the link and either connect your existing business Stripe account or follow the steps to create a new account.
Step 3: Verify your account looks like this in the top left corner
Step 4: Ensure all information is complete on the Stripe account. Complete everything that is required. If you see this icon in the top left, be sure to click on it and complete all required fields.
Step 5: Add “Payments” permission for your users. If you have admin users with access to “All Pages” they should see Payments in the client record as soon as it’s configured on the Ritten side (typically within 24-48 from your stripe account creation/connection with Ritten). If users do not have access to all pages, we recommend adding a new permission group “Payments” and adding the Payments page policy
Step by step set up in Stripe