PhysiciansHR Help

Complete flexibility in the way you charge your clients

Like any other business, it is important to be able to collect charges for the services you offer to your clients.

We at PhysiciansHR understand this and are offering many options that give you the flexibility of controlling how you want to do business with your clients.

In the “Payment Settings” section, you will find two sections. In one section, labeled “Payment Method,” allows you to determine the different payment methods you would like to use. You can select a default payment method as well. In the second section, labeled “Accept Clients Payments Online,” you have full control on how you handle payments from your clients. To use this section, you must create an account with “Stripe,” one of the best and most trusted payment processors available.

Regarding charging your clients, you can collect your charges from them directly, or you can use PhysiciansHR’s payment services to collect your charges automatically. You can even customize this setting for each client separately, by accessing the client’s profile. There is also an option for setting the default survey report price. PhysiciansHR provides a clear view of PhysiciansHR fees, Stripe fees and the total amount you will receive, which can help you figure out how much you need to charge your clients. This price is also customizable for each client. In general, you can set your default payment settings for your services, however, you can change it for specific cases when you need to.

Collecting charges for services you offer can also include payments for products you recommend to your client. Some clinics advertise a higher price for the survey, but the price includes an amount going towards a product credit. We continue to work to achieve the most flexibility in charging and accepting payments within PhysiciansHR.

How to add a payment method?

PhysiciansHR needs to charge your clinic for the services that we offer, those are automated survey processing and supplement recommendation and also handling product orders that are directly shipped out from our suppliers, in order for this to work properly and depending on how you would like to handle payments, your clinic or your clients will be asked to add at least one valid payment method in the payment settings section, this payment method will be automatically used when your clients submits their survey or their orders that are directly shipped from our suppliers.

To add a payment method, follow these steps:

In the menu on the left side, click on “Payment Settings”
Under “Payment Methods” section, click the button “Add Payment Methods”.
A panel will appear on the right side, click “Add Payment Method” button.
A form will appear asking for payment method details, enter valid details and then click the “Save” button.

No card details will be saved by PhysiciansHR and all the payment processing is done by Stripe which is one of the best PCI compliant and most trusted payment processors available.
You payment method will be stored by stripe and will only be used for the survey reports that you create for your client, your card will not be charged without using our services.

How to connect an account with Stripe?

You can charge your clients manually or with any other means without using our system, however, PhysiciansHR allows you to charge your clients using our online payments platform. In order to have this ability, you need to setup an account with Stripe, or connect an existing one if you already have an account.

To connect PhysiciansHR with stripe, follow these steps:

Go to PhysiciansHR
Sign in with your account details.
In the menu on the left side, click on “Payment Settings”
Under “Accept Clients Payments Online” section, click the button “Connect with Stripe”.
Clicking this button takes you to Stripe’s registration or account connection forms.
Continue sign up at Stripe, or select to connect an existing account if you already have one.
When your done, your clinic will be already linked with your Stripe account and you will be taken to the main clinic website.
In the menu on the left side, click on “Payment Settings” so you review your Stripe connected account.

Once you have your connected account setup, there are multiple options you can change:

You can activate or deactivate “Accept Clients Payments Online” to enable or disable accepting payments from your clients.
You can use the activate or deactivate option “New clients pay online,” which defines whether your new clients will be asked to pay online for your services or if they will be paying you directly without using our online payment services.
You can define the default survey price by going to “Survey Report Price” section and clicking the “Set your fee” button. There, you can determine the default price you charge your clients for survey processing. You will have an overview of the fees that PhysiciansHR and Stripe requires and view the final amount that your clinic will be receiving.

Notice that the survey report price that you set here is still customizable for each report that you create and you can change it for special cases when needed, without having to change the default price.

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