How To Accept Payments with TeamCare

Last updated: October 20, 2025

Once your payment processing setup is complete in TeamCare, using it with patients is quick and easy. This guide walks you through the step-by-step process of presenting a treatment plan, collecting a signature, and processing payment directly from your iPad or iPhone.

💡 This guide assumes your Stripe payment processor and any required hardware (e.g. Stripe Reader M2) are already set up and connected.

🔁 Step-by-Step: Presenting Treatment Plans & Accepting Payment

  1. Open the TeamCare App: Launch the TeamCare app on your iPad or iPhone.

  1. Access the Patient’s Profile

    • Tap the menu icon (☰) in the top left corner.

    • Select “Patients” from the menu.

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    • Locate and tap on the patient you’re working with.

  1. Navigate to Treatment Plans

    • Tap “Treatment Plans” from the patient’s profile.

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    • You’ll see the active treatment plan listed—tap to open it.

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  2. Present and Sign the Treatment Plan

    • Tap “View Case Presentation” to review the plan with the patient.

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    • Tap “Sign Document” to allow the patient to sign directly on the screen.

    • Hand the device to the patient to sign.

    • Once signed, tap “Save” to apply the signature to the treatment plan document.

  3. Submit the Plan

    • Tap “Submit” to confirm the signed treatment plan.

  4. Take Payment

    • Tap “Take Payment”

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    • You’ll see three payment options:

      • Pay in Full

      • Payment Plan

      • Deposit

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    • Choose the option your patient prefers, then tap “Submit.”

  5. Select Payment Processing Method

    • You’ll now be prompted to choose a payment processing method:

      • Tap to Pay (available on supported iPhones only)

      • Stripe Reader M2 (or your connected reader)

      • Manual Entry

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🔌 Make sure your Bluetooth is enabled if you’re using a Stripe reader.

  1. Complete the Transaction

    • The patient can tap if using mobile

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    • Or tap, insert, or swipe their card depending on the reader.

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    • Once the transaction is successful, it will be automatically synced back to your Practice Management System (PMS).

  1. Receipt Options: After payment, choose how to deliver the receipt:

    • Print

    • Email

    • Text

    • No receipt

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✅ That’s it! Your payment is processed and recorded.