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How To Connect Stripe & Collect Payments Through OnCall

Article author
Anthony Ivanovsky
  • Updated

With these simple steps you will be able to connect or create a Stripe account to begin collecting payments in OnCall Health.

Checking off all of the items on this list will ensure you have a successful connection with your patient.

  • ⚙️ Account Configuration: You must have Admin, Coordinator credentials to access the Stripe configuration for your account.  To begin click on your user profile from the top right, and select on 🔧 Configuration. 
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  • 💰 Payments: Next, click on the payments tab from within your account configuration. From here you will have the option to login to an existing Stripe account or create a new one!

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    💡 Not seeing the payments tab under your account?  Reach out to your Account Manager to learn more! 

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  • 💳 Connect Account: You will need to provide the following information to configure your Stripe profile:

    • Phone number (2FA login with Stripe)
    • Registered business address
    • Type of business
    • Personal details: first, last name, email address, date of birth, SIN
    • Business details: Business website, Product description
    • Payouts banking details: Currency, transit number, Institution number, Account number
    • Customer support details: Statement descriptor (A statement descriptor is the business name a customer will see on their card statements. Choose a name that’s at least five characters and easy to recognize to avoid potential chargebacks), Shortened descriptor, Customer support phone number: 18006879288
  • 💵 Stripe Connect: Clicking on "Go to Stripe account" will prompt users to a new browser tap where they can log into their Stripe account. Within their Stripe connect account, providers will be able to:

    • Monitor all transactions
    • Refund
    • Review charge failed status

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Should you have gone through all these steps and still be having issues, feel free to reach out to our Support Team: support@oncallhealth.ca.  We happily stand by to lend a hand!

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