Connect your Stripe account so patients can pay your requests and Docnote can send the money to your bank. This takes about 5 to 10 minutes.

Why Docnote asks for this

Docnote can only send a request when the practitioner on it can take payments. Until their Stripe account is connected, sending stops with the message This account isn't able to accept payments yet.

Finish the steps below, then send the request again.

Before you start

• Who can do this: the practitioner, or a practice owner or admin setting it up for them. See Can my office admin set up Stripe for me?
• A mobile phone. Stripe texts a code to confirm who you are.
• Your business details. Know whether you bill as an individual or through a company, such as a medical professional corporation. For a company, have its legal name and registration number at hand.
• Your personal details: date of birth and home address.
• The bank account you want your payouts to go to.

Start the setup

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

2. If you manage the practice, you see Practitioner payment setup, a list of every practitioner. Click Set up next to the practitioner you're setting up.

   If you're setting up your own account only, you don't see the list. Go to the next step.

3. Under Set up payment account, click Continue.

4. Stripe's setup opens inside the page. Click Add information.

Confirm it's you

1. A new browser tab opens on Stripe. Enter your mobile phone number, then type the code Stripe texts you.

   No new tab opened?

   Your browser may have blocked it. Allow pop-ups for Docnote, then click Add information again.

2. When you've confirmed your phone, you're back in Docnote and the setup carries on in the page.

Enter your business details

1. Choose your business type. If you bill through a corporation, choose Company.

2. Enter your business details. For a company, Stripe asks for:

   • the legal business name
   • the registration number: the 7-digit corporation number, or the Québec enterprise number (NEQ)
   • the business address, phone number and website
   • a short description of what you sell

   If you bill as an individual, there are fewer fields to fill in.

   Not sure which name to use?

   See Where do I find my legal business name?

3. For a company, enter the details of the person representing it (name, date of birth and home address) and who owns it.

4. Add the bank account your payouts should go to.
5. Check your details and submit.

What happens next

Stripe checks your details. You can follow the status on Payments & Payouts:

• Stripe is reviewing this account: Stripe usually finishes within 1 to 2 business days. The page updates by itself when the status changes.
• Stripe connected: patients can pay online and your payouts are active. You can now send requests.
• Action needed: Stripe needs more from you. See Why is my payout on hold?

If you manage the practice, the Status column in Practitioner payment setup shows Pending, Connected or Restricted for each practitioner.

Finish a setup you started earlier

If you stopped part way:

1. Open Finances, then Payments & Payouts.
2. If you manage the practice, click Manage next to the practitioner in Practitioner payment setup.
3. Under Stripe is reviewing this account, click Resume → and carry on from where you stopped.