Earnings and Checkouts explained

Now we're gonna talk about earnings and checkouts. One of your homework assignments when you're just starting up with us is to connect your bank account with Stripe.

We do not use Stripe for payment processing. We do use Stripe Connect for payouts. Connect your bank with Stripe. You will be directed to a Stripe Express page where you would type in your email. You would link your bank account, complete all of the details that Stripe asks you to complete, and then when you come back, you will have a page that's connected to Stripe showing the last four on your bank account.

I'm gonna make a switch back over to my Earnings page where you can see I have a Stripe account connected, and I have a Get Paid button. If I ever wanna change my bank account on file, I can click the Get Paid button, and manage the bank in Stripe and change my bank account.

I can also request a payout. I have a fifty dollar available balance but you don't need to do that every time because we can configure payout schedules below. You can configure it as a weekly, monthly, or quarterly payout, or set a minimum dollar amount and you can save this here.

I just saved my payout settings. That means I'm gonna get paid every Wednesday at five hundred dollars. You can see here we have your available balance, your pending, and then your total paid out. Available balance is what you have available to use as a payout. Pending is what's in processing, going through Stripe Connect and there are some delay times.

If there is an error we will receive it on our end. Oftentimes, it's that you don't have something filled out in your Stripe account. Typically, there aren't any hold ups with existing accounts.

It's more so the new accounts. You'll see all the transactions, and you can see all your historical payouts when you click the Payouts button here. You can see specific transaction summaries for each patient and what the profit was, the fees and have an itemized breakdown of every transaction that exists in the system. You will also see a transaction ID.

You'll see the patient paid, your earnings, and the status if it's payable or if it's in payout. You'll see all of these details here along with the date of transaction. Let's jump over here to Payouts and see these ACH payments will be marked as success, if they're paid out to you, and you will see historical record keeping here of all of your payouts as well.

So this is the Earnings page. Now let's take a look at the Checkouts page, which is slightly different. Let's take a look at one of my checkouts here on the screen. You can see tirzepatide B12, I have a checkout ID, and then you can see there's a dollar amount to the left, and there's a dollar amount to the right.

You can see target dollar amount, and you can see the amount. The amount is what the patient paid when they initiated the application for care. They may have selected a tirzepatide starting dose of thirty-day supply. Let's just say the patient is on a maintenance dose.

They wanna stay at the low dose, and they want a three-month supply. If the patient changes their mind and they discuss with the provider, and the provider thinks it's a good fit for them to opt in for a three-month supply, there's a cost discrepancy between what the patient paid and what they now owe.

We don't want to write the prescription and send that out without that discrepancy being taken care of. The target is the new payment amount we are trying to hit when billing the patient the additional cost. One oh two may become three hundred and six if there's a three-month supply instead of a one-month supply, and the system would automatically bill the patient for that discrepancy. This is like a reconciliation process. If that payment doesn't go through, the patient is notified, and in the patient portal, they will see a request on their patient dashboard to change their card on file or to make a payment before we proceed with the prescription.

On the right-hand side, you can see if the status has been paid, if it's expired, meaning either the patient canceled that exam themselves or we canceled it in HealthAide. You can see if the patient was approved for care or if there was a manual order and the patient paid. If you're a provider yourself, you are allowed to place manual orders for your patient without them going through the checkout process.

We'll also see the date in which this checkout happened. We can see if there was a refund if they were rejected for whatever reason.

Maybe they had some sort of contraindication that doesn't allow them to receive care for that medication. Awaiting exam, if there's an exam in the queue and then if there was a no-show and the patient is being asked to reschedule, which they would see inside of their patient portal.