Docnote uses Stripe Connect to pay you. Stripe is the payment company that takes your patients' card payments and deposits the money into your bank account.
How it works¶
- Each practitioner has their own Stripe account. You set it up once, from Docnote.
- Patients pay into your Stripe account. When a patient pays a request, the payment goes straight to your Stripe account. Docnote never holds your money.
- Fees come out at the time of payment. The Docnote platform fee and Stripe's processing fee are taken from each payment when the patient pays.
- Stripe pays out to your bank. Stripe deposits your balance into your bank account on its payout schedule. See When will I get paid?
Why you need it before you can send requests¶
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.
Setting up takes about 5 to 10 minutes. See How do I finish my Stripe onboarding?
The account is yours¶
The Stripe account belongs to the practitioner, not to Docnote. Use your Stripe dashboard to:
- see every payment
- change your payout schedule
- update your bank details
To open it, go to Finances, then Payments & Payouts, and click Open Stripe dashboard. You can also sign in to Stripe directly with your account email, without going through Docnote. The page shows the address to use.
Only the practitioner can sign in to their own Stripe dashboard. A practice owner or admin can set up and manage the account in Docnote, but can't open the dashboard for them.