Financial Checkout – Behl Orthodontics

1Patient & treatment

Responsible party (name)

Email (receipt & payment link)

Ortho2 account #

Stored in Stripe so payments can be posted to the right ledger. Don't enter clinical details.

Treatment (fee schedule)

2Discounts · only the one that saves the patient the most is applied

Sibling / family in treatment

Sibling / family discount

Courtesy discount

Courtesy reason (internal)

3Insurance & amounts paid outside Stripe

Lifetime ortho max ($)

Coverage %

Max already used ($)

Insurance estimate ($)

Cash / check collected today ($)

Third-party financing ($)

Financing partner

4Patient's share on Stripe

Down payment

Months

First monthly charge

At least 7 days out, so the patient has time to pay and bank payments can clear.

Financial summary

Plans

Created	Patient / acct	Treatment	Plan	Status

Waiting for manager approval

Daily posting to Ortho2

Download CSV

Every payment Stripe received that day. Post each one to the patient's Ortho2 ledger, then mark it posted. Stripe deposits are net of fees, so reconcile payouts separately.

Ortho2 acct	Responsible party	Type	Method	Amount	Status	Stripe ID