Yes. A practice owner or admin can set up and manage each practitioner's Stripe account from one screen, from start to finish. Only signing in to the practitioner's own Stripe dashboard stays with the practitioner.

Who can do this

Anyone with the Owner or Admin role in the practice. An office staff member with the Member role can't manage payment accounts.

Set up Stripe for a practitioner

1. Click Finances in the menu, then the Payments & Payouts tab.

2. Under Practitioner payment setup, find the practitioner. The Status column shows where each one is: Not started, Pending, Connected or Restricted.

3. Click Set up next to a practitioner who hasn't started, or Manage for one who has.

4. Check the line under the practitioner's name: You're viewing and managing this account on the practitioner's behalf.

5. Follow the setup in How do I finish my Stripe onboarding? from Continue onward.

Practitioner shows Awaiting sign-up?

They've been invited but haven't joined the practice yet. You can set up their Stripe account once they accept the invitation.

What you'll need from the practitioner

Stripe checks the identity of the person behind the account. Before you start, get from the practitioner:

• the mobile phone that will receive Stripe's code
• their date of birth and home address
• their business details, if they bill through a company
• the bank account their payouts should go to

What only the practitioner can do

Signing in to the Stripe dashboard signs in as the account holder, so only the practitioner can do it. When you manage their account, the page shows Express Dashboard access instead of an Open Stripe dashboard button.

You can still see the practitioner's connection status, balance, payouts and account details in Docnote.

Every change you make for a practitioner is recorded, with who made it and for which practitioner.