This enables you to list on the marketplace and to send invoices in our practice management software.
Centers
We have 2 processors you can use - 1 for ACH payments and 1 for credit/debit cards. You can get approved for both! This will help your customers have options for payments.
Steps to complete:
For credit & debit cards:
1. Complete this application: stratusapp.io/bank-app/aconley/212/v2
2. Upload the documents (listed below) into that application. Don't forget this!
3. Complete this affidavit and upload it into your application.
4. If frozen, unfreeze your Equifax credit report for a soft credit check.
5. Then we'll send you a link to sign the application to be approved.
For ACH payments:
1. Complete this application: https://account.new/withalthea
Helpful Answers to Kurv Application Questions:
Mark sales as "Phone/Keyed" = 100%. Online should be 0.
Description of services: "mental health services."
Include a DBA no matter what, even if it's just your name.
Facilitators
You are able to get approved for debit and credit card payments. Steps below.
5 steps to complete:
1. Complete this application: stratusapp.io/bank-app/aconley/212/v2
2. Upload the documents (listed below) into that application. Don't forget this!
3. Complete this affidavit and upload it into your application.
4. If frozen, unfreeze your Equifax credit report for a soft credit check.
5. Then we'll send you a link to sign the application to be approved.
Details
Approval is through Kurv, our card processing partner. The application takes 10–15 minutes (if you have these details handy). Once approved, you'll be able to:
Send invoices within Althea. This will work for inbound referrals who you are messaging with as well as with any session in Althea.
Accept credit and debit card payments.
Have peace of mind with a system that is approved for this industry.
Create payment plans via recurring invoice workflows.
Track invoicing and payments within Althea.
Give users a more professional payment workflow.
Here’s what you’ll need:
Business & owner information
Legal business name, DBA (your name is fine), business type, and EIN/Tax ID
Business address, phone, email, and website
Owner/representative full name, title, date of birth, SSN, and home address
Estimated monthly processing volume, average transaction size, and highest transaction amount
Bank account details: bank name, account type, routing number, and account number
Documents to upload
Government-issued photo ID (driver’s license or equivalent)
Bank statements from the last 2–3 months
Previous payment processing statements, if applicable
Your active facilitator or center license
Note: The application includes a soft credit check through Equifax. If your Equifax report is frozen, temporarily unfreeze it before submitting.