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StrataEMR supports integrated credit card processing through Authorize.net, an industry-leading payment gateway. The integration connects StrataEMR directly to your existing merchant account, allowing staff to store cards on file and process patient payments without leaving the EMR — and without entering the transaction separately in a merchant portal. Credit card processing is an optional add-on. Contact your StrataPT account manager to get started.
Access: Processing credit card payments is available to all staff. Configuring the Authorize.net integration requires Therapy Director permissions or above.

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How the Integration Works

Authorize.net acts as the secure connection between StrataEMR and your merchant account. It does not replace your existing merchant account or change your transaction fees — all existing service terms with your merchant provider remain in place. Authorize.net simply provides the API layer that allows StrataEMR to communicate with your merchant account seamlessly. Once connected, you can:
  • Store a patient’s credit card on file directly from the StrataEMR payment page — no need to re-enter card details at each visit
  • Process payments with one click — the charge is applied and communicated to the StrataPT billing team in a single action
  • Enable patient portal payments — patients can log in to the portal and pay their outstanding balance using a saved or new card
If Authorize.net is not connected, patient payments must be entered manually in Financial > Payments within the patient’s case.

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Setting Up the Integration

To activate Authorize.net, you’ll need credentials from your merchant service provider:
  • Authorize.net API Login ID (not user name)
  • Transaction Key
Once you have these, navigate to: Menu Bar > Settings > Credit Card Processing. Enter the credentials and click Save.
Getting your credentials: Contact your merchant service provider (e.g., your bank’s merchant services department) to obtain your Authorize.net API credentials. Your StrataPT account manager can also help coordinate this during onboarding.

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Processing a Payment

Once the integration is active, patient credit card payments can be collected from the patient’s Financial > Payments page. Copay amounts for scheduled appointments also display on the appointment for easy collection at check-in. Payment applies to the oldest outstanding balance by default. If you need to apply a payment to a specific date of service, select that date before processing. Receipts can be generated after payment via Reports > Schedule and Receipt.

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Patient Portal Payments

With Authorize.net active, patients can pay their balance through the StrataEMR patient portal. The portal link is sent from the Patient Engagement page via text or email. Patients can view their outstanding balance and pay with a saved card or enter new card details.

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Storing Cards on File

A patient’s credit card can be saved to their account for repeat payments. Card information is stored securely through Authorize.net — StrataEMR does not store raw card data. Once a card is on file, staff can charge it without re-entering the card number.