Provider Payout - Stripe Set Up and Earnings Dashboard

This guide provides essential steps for setting up your Stripe account and navigating the Earnings Dashboard, ensuring you can efficiently manage your payouts. It simplifies the onboarding process, from linking your bank account to reviewing payout details, making it user-friendly for providers. Additionally, it highlights important tax documentation, ensuring you're prepared for tax season. Viewing this guide will empower you to maximize your earnings and streamline your financial management with Emora Health.

Jenna Roland
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20 seconds

How to Set Up Your Stripe Account:

Navigate to [www.emorahealth.com/care/earnings](https://www.google.com/)

Click "Set up your Stripe Account" This will redirect you to a Stripe-hosted set up experience. A prompt will appear for you to provide a phone number for two-factor authentication. Once you enter your phone number and enter the six-digit code that is sent to you, you will proceed to the Personal Details page

Enter your home address then click "Continue"

Enter your legal name, email address and SSN or ITIN then click Continue

Once your personal details are filled out, you'll be prompted to link your bank account. Emora uses [Stripe Financial Connections](https://stripe.com/financial-connections) to securely and easily link bank accounts.

You will also have the option to enter your bank details manually

Once a bank account has been linked (either manually or via Stripe Financial Connections), you will be taken to a summary page for review. If you have not done so already, please verify that the date of birth has been entered under Additional Information:

Note: If you'd prefer to register your account as a sole proprietorship/LLC, you may do so by changing the Business Type. This will require other inputs to be entered, such as your role in the company.

Once the information has been entered and reviewed, hit **Agree and Submit** to complete the Stripe onboarding process. Once that is done, the you will be redirected to the Earnings Dashboard.

Navigating the Earnings Dashboard

The Earnings Reports tab will show a history of payouts per pay period. To view the details of sessions paid, select a pay period.

The Earnings Report Detail shows an itemized list of all payouts for that period. For payouts related to specific appointments, the report shows: - Payout Date - Date of Appointment - Time of Appointment - Patient - Appointment Details (duration and appointment status) - Amount of the Payout For non-appointment payouts, the following details are shown: - Payout Date - Type of payout (referral bonus, article review, etc.) - Payout amount

The Account Status tab is where you can see the status of your account. The first time you navigate to this tab after setting up your account, you will be prompted to sign into Stripe.

Using the same phone number as configured during set up, you will need to send and enter a verification code.

You will then be able to see the details of your linked account. Here you can view and edit personal information or bank account information. *Note that editing personal information may cause identity verification checks and other compliance measures within Stripe that, in rare circumstances, could impact the ability to receive payouts. If that occurs, please contact the Provider Support team.*

Before tax season, 1099-NEC documents will be prepared on your behalf if earnings exceed $600. Providers may agree to e-delivery of these documents. If consent to e-delivery is not provided, paper copies will be mailed.