Stripe Integration

Stripe Integration

Stripe is a versatile payment platform that offers businesses and individuals the tools and services they need to accept and manage online payments. 


We're thrilled to announce our integration with Stripe at Aloha. This integration allows us to seamlessly incorporate patient payments into our system. Now, parents and users can conveniently make credit card payments directly through Aloha's client portal to settle their balances. Here are the steps to get started:  

Setting up Stripe Account:  

  1. Go to https://dashboard.stripe.com/register  

  1. Click on "Start Now". Fill in all the details and click on "Create Account".  

  1.  

  1. Check your email address after creating your account. Click “Activate Payments”

    1. This will redirect you to the "Tell Us About Your Business" section. 

  1. Enter your home address if you don’t have a business address.  

  1. Select "Type of Business" as "Individual" if you don’t have an LLC registration.  

    1. Select "Type of Business" as "Company" if you have an LLC registration.  

  1. Choose the Business Structure according to your company.  

  1. Click continue to enter Business Details.  

  1. Fill in all the details and continue to fill in Business Representative details.  

    1. Fill in these details based on your LLC, if applicable.  

  1. Add Business Owners. 

  1. Click Next" which will redirect you to Customer Support details.  

    1. Statement Descriptor: This is the business name that will appear on your customers' card statements.  

  1. Select and add a bank account.  

  1. Choose the Two-Step Authentication method to ensure account security.  

  1. Verify your tax settings in the "Automate Sales Tax Calculation" view.  

  1. Finally, click on "Submit".  


How to Identify API Keys and Integrate Aloha with Stripe 

  1. After successfully logging into Stripe Payments, click on the search bar at the top and search for "API keys"

  2. Select "Developers" > "API Keys"

  3. Locate the Publishable key & Secret key. You will need to copy/paste this into Aloha.

  4. In Settings > System Settings, scroll to the “Payment Gateway Methods” box.

  5. Click the blue + button, and select “Stripe Payment” as the Payment Method. Copy and paste the Publishable key & Secret key here.

  6. Click "Save". You will now be able to receive payments made through the Client portal.

Client Portal guide to viewing Statements and making payments: https://support.alohaaba.com/portal/en/kb/articles/client-portal
 



 Private Pay:  Shifting from Payer Responsibility to Client Responsibility

At this time, our stripe integration is designed so that Parents can pay their outstanding balances from insurance like co-pays, deductibles, and co-insurance.  If a family is set up as a private payer, they will not see their balances when they login to Aloha because the system sees them as a "payer" and not a "client".  

You will need to switch the responsibility from the “Private Payer” to the “client” so you can use Stripe for payments.

 

  1. Go to Billing --> AR Manager  
  2. Double click on the payer name (e.g, "Johnson family").  This will show you all outstanding claims for the payer.
  3. Double click on the claim.  This will show you all of the specific chargelines.
  4. Select the chargeline you want to transfer to the client
  5. Select Transfer and click “client”


At this point, when the parent logs into Aloha, they will see their balance and be able to make a payment.


 


 


 


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