How to connect to Stripe to setup an account, receive payments, create invoices, and see transactions

Connect to Stripe

To open a new Stripe account or update your existing account information, follow these steps.

Before you start, have the following information ready:

• Government-issued ID
• Business name, address, and phone number
• Business website URL
• Tax ID (EIN)
• Social Security Number (SSN)
• Business email address
• Bank account number and routing number
• Customer support phone number and email address

1. On MediSprout, go to the main menu and select Patient Billing.
2. Select Continue to Stripe. You will temporarily leave MediSprout and be taken to Stripe's secure setup page.
3. Enter the requested information and work through the verification steps.
4. Select Agree & Submit. You will be returned automatically to MediSprout.

Once your Stripe account is active, you can receive instant payments and create patient invoices.

Create an invoice from Patient Billing

You can create an invoice for a patient at any time from the Patient Billing section, regardless of whether the invoice is linked to a specific visit.

1. Go to the main menu and select Patient Billing.
2. Select the Create Invoice button. A dialog box will appear.
3. Search for and select the service code(s) to include. Enter the units and fee for each line.
4. Set the due date. You may enter a date in the past if you are invoicing for a service that was already provided (see Invoice Due Dates below).
5. If the patient has already paid (for example, by cash or check), toggle Invoice is already paid to Yes. This records the invoice as Paid immediately without sending a payment request to the patient.
6. Select Create Invoice to confirm, or Cancel to exit without saving.

The new invoice will appear in the Invoice List and will be sent automatically to the patient via their MediSprout app.

Create an invoice directly from a completed visit

For visits that are already in Completed status, you can invoice directly from the visit record.

1. Open the patient's profile and navigate to the completed visit.
2. Select Select Action, then choose Invoice Visit.
3. Review the pre-populated service lines (service code, description, units, fee). Add any missing service codes using the service search field if needed.
4. Set the due date and adjust any fields as necessary.
5. If payment has already been collected, toggle Invoice is already paid to Yes.
6. Select Create Invoice to confirm.

Invoice due dates

MediSprout supports due dates in the past, making it easy to invoice for services that were provided in a prior period.

When a past due date is selected:

• The invoice is created in Stripe with the current day as the technical due date (a Stripe requirement).
• The actual service date you selected appears as a custom field on the invoice PDF that the patient receives.
• Automated payment reminder notifications are skipped for past-due invoices.

View and manage invoices

Invoice statuses

Invoice actions

Select any invoice in the Invoice List to access the following actions:

See transactions

To view payment transactions for a specific invoice:

1. Go to Patient Billing.
2. Select the invoice from your Invoice List.
3. Select View Invoice to open the invoice detail.
4. Review the transactions listed. Each payment attempt is recorded, including date, amount, and status.

How patients receive and pay invoices

When you create a new invoice, MediSprout automatically notifies the patient. They will receive the invoice in their MediSprout app under Invoices, where they can review the details and submit payment securely.

Your account and billing standing

MediSprout monitors your organization’s billing standing based on invoice payment activity. Two states may affect your access:

Need help?

Contact MediSprout support at any time:

• Chat: Use the chat icon in MediSprout (bottom right of any screen)
• Phone: +1 866-896-1431
• Email: support@medisprout.com