Practice Management on Embodia - Part 3: Billing

If you have a Stripe Terminal, you can integrate it with Embodia to accept in-person payments.

Please note: we currently only support the BBPOS WisePOS E terminal reader with the server-driven integration from Stripe. The server-driven integration is generally available in the United States. To request access to the server-driven integration in countries other than the US, you can reach out directly to Stripe at stripe-terminal-betas@stripe.com.

Once this feature has been enabled for your account, and once you've connected a payment method to Stripe (as outlined above), you can connect a BBPOS WisePOS E terminal reader to your Stripe account. To learn more about how to set up a terminal reader on Stripe, please follow the instructions outlined here and here.

Start by setting up a new payment method and connect it to Stripe. Then, from the payment method page on Embodia, click on the link in the terminal reader notice.

In the pop-up, select the terminal reader from the dropdown and then click on Connect terminal.

Your terminal is now connected. The next time you generate a patient invoice and select this payment method, Embodia will communicate with the terminal reader and charge the correct amount based on the amount entered on the invoice page.

Saving the card details from an in-person payment

By default, when a patient makes a card payment using the terminal, the card will not be saved to their cards on file. If you wish to store the card under the cards on file so you can use it later, you can override the default behaviour by clicking on the link in the banner.

It is important to note the following:

• It is important to get the patient's consent that you would like to store their card details for potential use at a later date.
• Not all card issuers allow saving the card details from an in-person payment. If the card issuer does not allow it, the card will not be saved to the cards on file.