Treatment Plan Presentation & Payment Processing FAQ

This guide answers common questions about how to present treatment plans and process payments using your current tools, including Stripe, manual entry, and Cherry financing.

Can I manually enter a treatment plan and process payments without the card reader?

Yes. If you’re not using the card reader, you can manually enter treatment plan details and set up payment plans. You can specify the number of payments, schedule them across specific dates, and the system will automatically follow the timeline you input.

How do I track payments that were processed through the card reader?

All transactions made through the card reader will appear in Stripe. You can log in to your Stripe dashboard to see how many payments were taken for a given day.

Do I need to pair the card reader every time?

If you’re using the M5 readers (small white readers), once paired, you’re good to go. No need to re-pair each time.

Can I run a payment manually if I’m not using the treatment plan flow?

Yes. You can navigate to the patient’s profile and choose from three options:

• Use an existing treatment plan

• Assign a new payment

• Make a manual payment for a one-off transaction

This includes transactions for retail product purchases or anything outside of the traditional treatment plan flow.

Do I need to use an iPad to run payments?

Yes. At this time, all transactions must go through the iPad.

Where can I find the receipt after collecting payment?

1. Navigate to the Patient page

2. Go to the Ledger Transactions section

3. The payment receipt will be listed there with the transaction details

In addition to being stored in the patient's ledger, the receipt is automatically emailed to the patient after the payment is processed. This ensures both you and your patient have a record of the transaction.