Checking Out with Affirm
Tip: Affirm is automatically toggled on for all AR Pay accounts using Stripe at a fixed rate of 5.1%. Patients' rates will be depend on the plan they choose and their creditworthiness. Regardless of their plan choice, you will be paid up front following your normal Stripe payout flow. Please note, if a patient has a pre-approval with Affirm, they will be able to use it in this checkout flow. They can also apply at any time and use their balance at your Practice.
Provider App- Checkout Flow
1. Start on the Provider App. Navigate to your patients profile and select the procedure in the procedure timeline.
2. Chart your products and then select the card to checkout in the upper right hand corner.
3. The patients cart now appears. Select Checkout
4. You can also use Quick Pay to checkout without charting.
5. The process will work the same whether you are doing a prepay and sending to wallet or using Chart to Cart. Click Checkout.
6. Select Payment Method
7. You can now select Affirm as the payment option.
8. Enter in the patient's phone number and press continue.
9. Now the patient has the option to add a tip. Once the tip has been selected, proceed with charging the patient.
10. The confirmation link has been sent, and the payment will be listed as Pending on the patient's timeline until the patient selects their payment option and accepts it.
Web-Based Checkout Flow
11. Take payment from the web three ways:
Option #1, from the Patient's timeline with a procedure that has been charted in the App
12. Option #2: Access the invoice from the Desktop terminal
13. Option #3: From a health timeline procedure
14. In any case, once you select to Take Payment, you will enter a similar workflow as the Provider App and click Select Payment Method.
15. Select Affirm
16. Ensure the information here is correct (it is auto-populated from their profile). If not, make the corrections and click Continue.
17. The patient can select their tip., and click Apply.
18. On the web, once you click Apply, you will be sent to the Invoice Preview with a notification that the checkout session has been started.
Patient Payment Flow
19. The patient will receive a text that includes the link to start the Affirm approval process.
20. The patient will select their payment plan and click Choose This Plan. The plans and patient financing rates are dependent on their approval. Regardless of what they choose or what they pay, the Practice has a fixed 5.1% processing fee.
21. Patient will finalize and hit Confirm
22. Once confirmed, the payment is successful, and the information is sent back to Aesthetic Record as paid, and the invoice is updated.
23. Invoice will show Affirm as the payment method.
