How to connect to Stripe and set up an account

How to open a new Stripe account or update your existing account information

Before you can create invoices or receive payments, your Stripe account must be connected and active.

To connect to Stripe, be sure you have the following information handy:

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

Connect

On MediSprout, go to the main menu and select Patient billing.
Select Continue to Stripe. You will temporarily leave MediSprout and be taken to Stripe's secure setup page.
Enter the requested information and continue through the verification steps.
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.

Tip: If you have already set up Stripe and created invoices, your full Invoice list will be visible when you return to the Patient billing section.

Create an invoice

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.

Go to the main menu and select Patient billing.
Select the Create invoice button. A dialog box will appear.
Search for and select the service code(s) to include. Enter the units and fee for each line.
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).
If the patient has already paid (for example, by cash or check), the Invoice toggle will already be set to Yes. This records the invoice as Paid immediately without sending a payment request to the patient.
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.

Open the patient's profile and navigate to the completed visit.
Choose Select action, then choose Invoice visit.
Review the pre-populated service lines (service code, description, units, fee). Add any missing service codes using the service search field if needed.
Set the due date and adjust any fields as necessary.
If payment has already been collected, the Invoice toggle will already be set to Yes.
Select Create invoice to confirm.

Note: Once a visit is invoiced, the Invoice visit option will be replaced by a link to the existing invoice. Visit service lines cannot be modified after invoicing.

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 will be created in Stripe with the current day as the technical due date (a Stripe requirement).
The actual service date you selected will appear as a custom field on the invoice PDF received by the patient.
Automated payment reminder notifications will be skipped for past-due invoices.

Tip: The Invoice list in Patient billing defaults to the current month. To find older invoices, adjust the date filter or search by invoice number. Searching by invoice number bypasses all other filters.

View and manage invoices

Invoice statuses

Status	What it means
Outstanding	Invoice has been sent. Payment has not been received.
Paid	Payment has been received, or the invoice was manually marked as paid.
Cancelled	Invoice has been cancelled and is no longer active.

Invoice actions

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

Action	What it does
View invoice	Opens the full invoice detail, including service lines and transaction history.
Mark as paid	Manually marks the invoice as Paid. Use this when payment was collected outside of Stripe (e.g., cash, check, or a prior session).
Cancel invoice	Cancels the invoice. This cannot be undone.
Download invoice	Downloads a PDF copy of the invoice for your records.

See transactions

To view payment transactions for a specific invoice:

Go to Patient billing.
Select the invoice from your Invoice list.
Select View invoice to open the invoice detail.
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. The patient will receive the invoice in their MediSprout app under Invoices, where they can review the details and securely submit payments.

Note: Automated notifications are not sent for invoices with past due dates. You may wish to notify the patient directly.

Your account and billing standing

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

Status	Trigger	Impact
Blocked	A subscription payment attempt fails.	AI features (such as AI Notes transcription) are temporarily restricted. All other app features remain available. Access is restored once payment is resolved.
Delinquent	An invoice remains unpaid for 30 days.	Full app access is blocked until the outstanding balance is resolved.

If you see a delinquency or blocked status notice, go to Patient billing to view outstanding invoices and update your payment method.

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