Stripe is used to generate payment links within Dentally, as well as to take payments and deposits through your Dentally Portal.
💡 Top tip: Stripe accept all major global credit and debit cards, including Visa, MasterCard and American Express. This also includes popular options like Apple Pay and Google Pay.
Connecting Stripe
If you do not have a Stripe account, you will need to set one up before connecting this with Dentally. This can be done on Stripes website here.
Once you have set up your stripe account you can then proceed with connecting this to Denally;
Go to Settings > Sites > Online Payments
Follow the on-screen instructions to link with Stripe
Should you wish to update or disconnect your Stripe account from Dentally, you can navigate to the same location, Settings > Sites > Online Payments and simply choose the red Disconnect Stripe button on the left-hand side.
If you believe you are set up but you're not able to make live Stripe charges, this could be because your Stripe account is not fully configured, so this needs to be checked first.
Once you have connected your account in the Dentally App ALL online payments, links and deposits will be taken through this stripe account.
Sending Payment Links
When sending payment links within Dentally, a unique link will be generated for the specified amount of money and can be sent to your patients via email or SMS.
When they click on the link they will then be directed to our payment screen where they can pay online using Stripe either by card or via Apple Pay/Google Pay. Learn more about how to send payment links here.
To be able to use payment links, you must have connected your stripe account within the Dentally app first.
💡 Top tip: Sending payment links can be a super quick and easy way to get a patient's attention when they owe money, and can be done in a few clicks directly from the patient's record!
Dentally Portal Payments and Deposits
Stripe is also used within Dentally Portal for deposit payments and outstanding balance payments - if you have a Stripe account linked in Dentally, Portal will automatically use this account (you may therefore find that the 'Link' button in Portal is therefore greyed out, because you don't need to link it again).
If you are using Dentally Portal and send a unique payment link from Dentally to a patient, it will redirect them to their portal login page so they login to their account instead of showing them the generic secure payment screen.
This also gives patients the opportunity to fill in any outstanding forms and book any overdue check ups if required.
💡 Top tip: If you notice deposits are not being taken as expected, check the notes on the appointment that was booked to see if there's any indication of why no deposit was taken. Make sure Stripe is connected to your Dentally account correctly.
Why do my Online Payments have no Provider associated?
Online payments and deposits will no longer hold a specific provider's initials against the payment line in the patient's accounts tab in Dentally. This is due to the payment not yet being associated with a providers work.
To ensure you are still paying your providers accurately, we recommend using our allocations report to figure out how much each practitioner is owed for the work they have carried out.
The Allocations report is NOT turned on by default for existing Dentally sites. If you do not see this report in your reports menu, please contact the Support team, who can enable this for you.
We recommend doing this at the end of one pay period and the beginning of a new one to ensure you have tied up any loose ends with your previous method of paying practitioners.
Want to connect an existing stripe account?
You won’t be able to connect two apps to the same Stripe account number due to Stripe's single Platform connection policy. This policy was introduced in 2021 and is contrary to advice you may have had from us previously.
To connect the same account in multiple places you can create individual Stripe account numbers under the same Stripe user login (an email address) and business details to connect to different platforms.
During the linking flow, Stripe automatically detects if you have an existing account that can be connected to the platform. Accounts that are already connected to a platform will be shown as ineligible.
Watch the video below or follow the steps underneath to see how to connect the same Stripe login in two places. 👇
Video Example
Step-by-step instructions
Go to sites → Online payments.
Select "Create a new account."
Select your existing business profile to pre-fill the details on the new account.
Stripe asks for any missing information about your business
Review the information and click "Agree and submit" to complete the account creation process. That's it!
