Updated Articles

  1. INTERNAL: DrChrono Payments & Stripe Escalation Path

    If you are helping a client with a DrChrono Payments/Stripe issue and it needs to be escalated, here is the path you should follow: ...
  2. INTERNAL: DrChrono Payments Portal IQ demo

    Portal IQ demo where clients can see payments processed through DrChrono (DrC) payments. This demo was recorded on Tuesday, March 7, 2023. ...
  3. INTERNAL: DrChrono Payments Stripe - how to troubleshoot hardware issues

    If a customer is having issues connecting their BBPOS Chipper 3XBT hardware device to collect payments through DrChrono Payments, check these two things before additional steps are taken. Confirm DrChrono Payments is set up and turned on...
  4. INTERNAL: DrChrono Payments - How do I know who is the processor for an account?

    The back-end processor could be World Pay or Stripe for clients utilizing DrChrono Payments (DrCP/Paysimple). Here is how you can tell which one the client is using. On the front CRM screen, in the bottom right corner, you can see if DrChr...
  5. INTERNAL: DrChrono Payments: Stripe Integration Pricing

    With our new Stripe integration with DrChrono Payments (aka PaySimple), our clients will be subject to the following pricing: Flat Rate Pricing Card Present Transactions - 2.75% and $0.30 Card Not Present Transactions - 3.50% and...
  6. INTERNAL: DrChrono Payments: FAQ

    Define PaySimple and DrChrono relationship PaySimple is a payments integration to DrChrono aka DrChrono payments, we are both owned by the same parent company. Payments Specialist has view/access to the back end of software where payment...
  7. INTERNAL: DrChrono Payments and PCI-DDS talking points

    Instructions for those using WorldPay Why and what the benefits are: Confirmation that the client is receiving and storing credit card info safely per PCI-DDS regulations How to log in and complete the survey: https://sa...
  8. INTERNAL: Video - DrChrono Payments Training

    Training videos on DrChrono payments held in early 2023- Link to an internal training session on DrChrono Payments from 2/14/2023 https://paysimplecorp-my.sharepoint.com/:v:/g/personal/randi_beavers_drchrono_com/ERvbuMLWA-FKoT0...
  9. INTERNAL: DrChrono Payments - how to turn on the option for a client

    If a client requests to be turned on for DrChrono Payments (aka PaySimple), here's how you can make that happen. #1 - the client must be on updated Patient Payments (v2). It won't work on the previous version(v1). (Note - as of M...
  10. INTERNAL: DrChrono Payments FAQ

    Does DrChrono Payments offer a way to set up recurring/membership payments? DrChrono payments does not have this functionality at present (Dec 2022). We should still refer clients to CG/Fortis if they need this type of setup. Upd...