This article is a starting point for understanding how payment processing works in Blueprint – whether you’re accepting payments from clients, receiving insurance reimbursements, or both!
Big picture: How payment processing works in Blueprint
Payments from clients: You can process credit card payments directly in Blueprint and record client payments collected outside of Blueprint, such as cash or checks.
Payments from insurance companies: Reimbursements from insurance companies are sent directly from the insurance company to you. Claims can be submitted within Blueprint, and ERAs can be received in Blueprint.
Client payments
Client payments are payments you collect directly from clients for your services – either by charging a card in Blueprint or by recording payments you collect outside of Blueprint (like cash or checks).
To get started:
Connect a bank account to Blueprint so payouts can be deposited automatically.
What to know:
Payment processing is securely managed by Stripe.
You only need to connect your bank account once.
Client payments are typically deposited into your bank account within 3–5 business days of the transaction.
You can update or disconnect your bank account at any time.
Related help articles:
Initial setup: Setting up credit card processing in Blueprint
Collecting payments: How to collect payment from clients
Insurance payments
Insurance payments are reimbursements you receive from insurance companies after claims are submitted for services provided to your clients.
To get started:
Check your client’s eligibility to confirm active coverage
Create and submit your claims
What to know:
Though claims are submitted via Blueprint, insurance payments are sent directly from the insurance company to you, not through Blueprint.
Payout timing and the descriptions that appear on your bank statement can vary by insurance company and bank.
We highly recommend checking a client's eligibility before submitting a claim so that you're aware of any potential client responsibility before submitting a claim, which can prevent the need to resubmit the claim later.
Related help articles: