Setting up your account
Setting up Quilted Pay
Section titled “Setting up Quilted Pay”Before you can send invoices, you need to connect a bank account and verify your identity. Quilted Pay uses Stripe as its payment processor, so the verification happens on Stripe-hosted pages — your bank details and Social Security number are never stored in Quilted EHR.
Total time: about two minutes, plus whatever your state requires for identity verification (usually instant).
Prerequisites
Section titled “Prerequisites”- Your practice’s legal name and EIN (or your SSN if you operate as a sole proprietor)
- Your business address
- A US-based checking account (routing and account number)
- A government-issued ID may be required if Stripe can’t verify your identity from basic details
Quilted Pay is currently US-only and supports USD payments only.
1. Open the Billing tab
Section titled “1. Open the Billing tab”From the Quilted EHR dashboard, click Billing in the top navigation.
If you haven’t set up Quilted Pay before, you’ll see a single card: Set up billing.
2. Click “Set up with Stripe”
Section titled “2. Click “Set up with Stripe””You’ll be redirected to a Stripe-hosted onboarding page. Quilted EHR pre-fills your name and email to save you typing — you only need to confirm them.
Set up billing
Connect a bank account through Stripe to start invoicing clients. Takes about two minutes.
3. Enter your business details
Section titled “3. Enter your business details”Fill in your legal business name, business type (sole proprietor is typical for solo midwives and doulas), EIN or SSN, and business address. Stripe uses this information to verify your identity and meet US financial regulations.
4. Link your bank account
Section titled “4. Link your bank account”Enter your checking account’s routing number and account number. This is where your payouts will be deposited (typically two business days after each payment).
5. Confirm and return to Quilted EHR
Section titled “5. Confirm and return to Quilted EHR”Once Stripe accepts your information, you’ll be redirected back to Quilted EHR’s Billing page.
6. Verify your status is “active”
Section titled “6. Verify your status is “active””Your billing card now shows:
Billing account active
Stripe · charges on · payouts on · acct_1Nxxxxxxx
That means you’re ready to invoice clients.
If your status stays “pending”
Section titled “If your status stays “pending””Stripe occasionally needs additional information — a copy of your ID, a business license, or a clarification on your address. If that happens, your status stays onboarding pending and you’ll see a Continue setup button. Click it to return to Stripe and complete the missing steps.
If your status changes to “disabled”
Section titled “If your status changes to “disabled””Stripe can disable charges or payouts if they flag your account for compliance review (for example, a suspicious payment pattern or an unresolved dispute). You’ll see a disabled status on the Billing page with a link to respond in the Stripe Dashboard.
If you’ve never received a Stripe Dashboard login, use support@quiltedehr.com — we’ll help you regain access.