Stripe Setup and Configuration

Welkin Health provides your organization the ability to collect payments directly through the Care user interface using Stripe. Setup involves steps completed by both the customer and the Welkin team.

Setup overview

Deliverable / Step	Responsible party
Contracting	Both
Enable integration	Welkin
Create CDT/Data View for pre-visit cost	Welkin
Create CDTs/Assessment for Claims	Welkin
Create/modify Encounter templates for billable events	Customer
Assign pre-visit cost Data View to layout	Customer
Enable and permission API/Webhook	Customer
Testing	Both

Step 1: Contracting

Complete the contracting process with the Welkin Sales or CSM team.

Step 2: Enable integration

Welkin's CSM and integration team will enable the integration internally for your environment.

Step 3: Create CDT for pre-visit cost (optional)

Welkin will create a CDT called cdt-personal-fee with CDTF cdtf-fee, and a Data View uicte-pre-visit-cost for use in Encounter templates. This is only needed if you want to save a personal fee in a CDT and pre-populate it for encounters.

Step 4: Create CDTs/Assessment for Claims (optional)

If using the Candid Health integration, Welkin will create a set of CDTs and CDTFs used in an Assessment called Billing Form. This form will be added to Encounter templates for billable events.

Step 5: Create Encounter templates for billable events

In Designer, configure each Encounter template for billing:

1. Open Encounter Templates and select the encounter type to enable for billing

2. Scroll to the Billing section

3. Assign a Service Cost for this encounter type

4. Assign a Pre-visit cost using the cdt-personal-fee and cdtf-fee values

Step 6: Assign pre-visit Data View to layout (optional)

Map the data view uicte-pre-visit-cost to the appropriate navigation layout using the standard Layout process.

Step 7: Enable and permission API/Webhook

This step is completed by the customer in Stripe and Welkin Admin.

In Stripe:

1. Log in to Stripe and navigate to Developers (upper right)

2. Click the API Keys tab → Create secret key → name and copy the key

3. Click the Webhooks tab → Add endpoint

4. Enter the webhook endpoint URL in this format:

   https://api.live.welkincloud.io/[organization-name]/[environment-name]/payment/webhooks

5. Set the Version dropdown to Latest API version

6. Permission the webhook for all event types: click Select events → Select all events → Add events → Add endpoint

7. Click into the new webhook and copy the Signing Secret (click Reveal)

In Welkin Admin:

1. Navigate to Integrations → Stripe

2. Save the API key and Webhook Signing Secret under the environment you are connecting

Step 8: Testing

Coordinate testing with your Integration or CSM Manager to verify your workflows are working as expected.

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Note: Your configuration may differ based on how you assign costs to encounter types, how you store patient pre-visit costs, and whether you are also using Candid Health. Your Implementation or CSM Manager will provide additional guidance for your specific setup.

More Questions? Contact [e-mail] or your Implementation/CSM directly.