How Do I Set Up a Private Pay Source/Stripe?

To set up a private pay source, ensure you are logged in to Ambiki and on the main dashboard: 

 

 

 

 

 

 

2. Under the Stripe account and settings section, click on Go. 

 

 

 

 

 

 

 

 

3. Click on Connect with stripe. 

 

 

 

 

 

 

 

4. Follow the instructions to set up your Stripe account. 

 

 

After the above set-up is done, you can add credit cards to a patient profile. Please see our FAQ on how to do this. Once you have added a payment method to the patient's profile, you can create invoices to charge credit cards manually, or print/send invoices as ERAs.





Important notes regarding HSA/FSA cards:

If you are having trouble running HSA/FSA cards in Ambiki, please log in to your Stripe account and chat with a Stripe customer support agent to ensure your merchant code is correct and that you have filled out any paperwork necessary to accept HSA/FSA funds.

You may also need to temporarily list the patient's private pay source as the primary payment method in Ambiki, and then refresh Stripe to have the patient's payment information transfer to Stripe.

Once the payment information has transferred to Stripe, please make sure the order of the patient's payment methods is correct--

e.g., if they have primary and/or secondary insurance, ensure that these are listed first, with the private pay source listed last.