Stripe holds payouts when it needs more information about the account, or while it checks the details you gave. Most of the time you can fix it yourself in a few minutes from Payments & Payouts.
Check what Stripe needs¶
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Click Finances in the menu, then the Payments & Payouts tab.
If you manage the practice, look at the Status column in Practitioner payment setup. A practitioner who needs attention shows Restricted or Pending. Click Manage next to them.
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Read the message at the top of the page. It tells you which case you're in (below).
Action needed¶
The banner reads Finish setting up to accept payments and says why Stripe paused the account, for example some required details are past due.
While it shows this, the practitioner can't take payments and their requests can't be sent.
- Click View account details.
- Stripe's setup opens in the page and shows what's missing. Fill it in and submit.
If the reason is this account was rejected — contact support, contact Docnote support.
Account verification in progress¶
The banner shows Under review. Stripe is checking the account. This is a routine part of setup and usually clears on its own.
You can keep taking patient payments in the meantime. If anything is needed from you, the Docnote team will reach out to help.
To see the details or add anything Stripe asks for, click View account details.
Stripe is reviewing this account¶
You've finished the setup and Stripe is checking your details. Stripe usually finishes within 1 to 2 business days, and the page updates by itself.
If you stopped before the end, click Resume → to finish.
A notice from Stripe on a connected account¶
On a connected account, Stripe shows a notice at the top of Payments & Payouts when it needs something. Follow the notice to give Stripe what it asks for.
A dispute can also affect your balance: when a patient disputes a card payment with their bank, Stripe takes the disputed amount and its dispute fee out of your balance on its own timeline.
What happens next¶
Once Stripe has what it needs, the status changes to Connected and the banner reads Stripe connected: patients can pay online and your payouts are active.