Purpose | This SOP outlines the available patient payment processing options in Tebra, defines the activation procedures, and ensures practices use the correct method efficiently and securely. |
Scope | This procedure applies to all practices using Tebra to collect patient payments through integrated electronic payment solutions. |
1. Tebra Payments
Tebra Payments is Tebra’s native solution for processing patient electronic payments.
- Description: Enables practices to collect outstanding balances faster and reduce time in accounts receivable.
- Benefits:
- Unlimited text and email balance reminders including a secure payment link.
- Secure credit card payments processed directly through Tebra.
- Automatic deposits into the practice’s bank account.
- Online payment options, QR codes on mailed statements, and automated patient billing.
Benefits:
- Activation Process:
- Navigate to Settings > Patient Payments in Tebra.
- Click Apply Now and complete the online application.
- Provide required business, bank, and ownership information.
- Upload supporting documentation.
- Application review and approval typically takes 5–7 business days.
- Pricing: Transactions processed via Tebra Payments are subject to 2.75% + $0.30 per transaction.
2. Stripe (Patient Collect)
Stripe integration was the original payment processing option available through Tebra’s Patient Collect feature.
- Description: Uses Stripe as a third-party vendor to process online credit card payments. Activation required creating or linking a Stripe account.
- Benefits:
- Balance reminders displayed on the Dashboard at patient check-in.
- Secure credit card processing through Tebra with Stripe as the merchant processor.
- Automatic deposits into the practice’s bank account.
- Email receipts and unlimited text/email statements.
- Activation Process (no longer available for new practices as of March 23, 2023):
- Access Practice Settings > Tebra Patient Collect.
- Accept pricing and patient portal terms.
- Create or link an existing Stripe account.
- Once approved, begin collecting payments.
- Important Note: Stripe is now considered a legacy option. Practice is required to transition to Tebra Payments for new activations.
- Pricing: Transactions processed via Stripe integration are subject to 2.9% + $0.30 per transaction.
General Terminology
Payment Processor | A company that handles credit card transactions between the practice, the patient’s bank, and the credit card network |
Merchant Account | A type of business bank account that allows practices to accept and process credit card payments. |
PCI Compliance | Payment Card Industry standards that ensure secure handling of credit card data. |
Version History
Version # | Date | Author | Summary of Changes Made |
1.0 | 09/03/2025 | David Quiros | Initial version |