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Enroll in Payment Processing with Therapy Brands Pay (TheraNest)

Valerie L.
  • Updated

 Permissions: You must be a business owner or someone with significant management responsibility in the business to complete the enrollment process. 

TheraNest offers integrated payment processing through Therapy Brands Pay using Stripe, a secure payment processing platform. You can enroll in both Therapy Brands Pay and Stripe from within TheraNest. If you have all the required information and documents ready, it usually takes less than 20 minutes to complete your application for enrollment. After everything has been submitted, it can take up to two business days to process and approve your application. 

We recommend that you make sure you have the items and information listed in the Prepare for Enrollment section BEFORE you begin your enrollment application. Once you have gathered everything you need, you can use this article to guide you through the application process. 

NOTE: For payment-related questions, please contact the payments team at 844-311-2570 or payments@therapybrands.com.

Jump to Section: [Prepare for Enrollment] [Enrollment Part 1: Register for Therapy Brands Pay] [Enrollment Part 2: Set up Stripe Account] [Enrollment Part 3: Enter Business Information in Stripe] [Enrollment Part 4: Approval]

 

Prepare for Enrollment

Make sure to have the required documents and necessary business information ready before you start the enrollment process. You will also need a Mobile Phone to receive a text with a verification code in order to create your Stripe account. Once you have collected the items listed below, you are ready to begin your application! 

 

You will need digital copies of the following documents:

  • Business Utility Bill
  • Business W-9 
  • Drivers License

 

You will need to provide the following information:

  • Payment Processing Contact Person (in case there is a question about your application)
  • Business NPI
  • Estimated Gross Processing amount for the business
  • Social Security Number
  • Name and Contact Information for Business and Business Owner(s), or persons with significant management responsibility for the business
  • Your Type of Business: Individual, Company or Non-Profit
  • Your Business Structure (Required for Companies only): Sole-Proprietorship, Single Member LLC, Multi Member LLC, Private Partnership, or Private Corporation. You will also have the option to select Other/I'm Not Sure. 
  • Employer Identification Number (if applicable)
  • Business Industry, Website and Product Description (If you do not have a website, you can use a social media page, Linkedin or other relevant link) 
  • Bank Routing Number and Account Number
  • Customer Support Contact Information (if applicable) 

 

Enrollment Part 1: Register for Therapy Brands Pay

You can complete your Therapy Brands Pay enrollment application from the organization tab within TheraNest. If you started the enrollment process without finishing it, you can return to this screen and click the Continue Application button to complete your application.

IMPORTANT: You must disable pop-up blockers before you start this process.

 

NOTE: Remember, you must be a business owner or someone with significant management responsibility in the business to complete the enrollment process.

  1. Navigate to the Organization section, select Settings, and click the Therapy Brands Pay tab.

  2. Click the Start Application button.
 theranest_enrollment_start_here.png
  1. Click Continue on the Begin Application screen.
 therapy_brands_pay_begin_applicaion.png
  1. Enter Payment Processing Contact information for Therapy Brands Pay. This information will only be used to reach out to you if there are any questions during the approval process.
    • First Name
    • Last Name 
    • Email
    • Phone
 TBH_Pay_Enrollment_D.png
  1. Enter Business Information. You can drag and drop or click inside the blue upload box to upload files.
    • NPI
    • Gross Estimated Processing 
    • Copy of Utility Bill
    • Copy of W-9
 TBH_Pay_Enrollment_C.png
  1. Enter Personal Information. 
    • Social Security Number (SSN)
    • Copy of Drivers License
 TBH_Pay_Enrollment_B.png
  1. Click the I agree with the Terms & Conditions checkbox.  

  2. Click Next.
 TBH_Pay_Enrollment_A.png
  1. Click Continue.
 therapy_brands_pay_continue.png

 

 

Enrollment Part 2: Set up Stripe Account 

The Stripe enrollment process launches automatically after you complete the Therapy Brands Pay enrollment screen. You will need to have a mobile phone handy in order to receive a text with a verification code.

NOTE: Remember, you must be a business owner or someone with significant management responsibility in the business to complete the enrollment process.

 

  1. Enter your Email.
  2. Click Continue.

Get_Started_with_Stripe_KB.png

 
  1. Create a new Password for your Stripe account.

  2. Click Continue.

create_your_free_stripe_account_KB.png

 
  1. Enter your Mobile Number.
  2. Click Send Text. 

Secure_your_Account_with_a_mobile_number_KB.png

 
  1. Enter the six-digit Verification Code from the text that was sent to your phone. 

Enter_the_code_from_your_device_KB.png

 
  1. Write down the Emergency Backup Code.
  2. Click Next.

Your_account_is_secured_KB.png

 
  1. Enter Type of Business: Select Individual, Company, or Nonprofit Organization.

    If you aren't sure what to select, click the Stripe Support Article link.

    If you Select Individual or Nonprofit Organization, you can move on to Step 12.

 

Lets_start_with_some_basics_business_type_KB.png

 
  1. If you selected Company, you will also be asked to select a Business Structure: Select Sole Proprietorship, Single-Member LLC, Multi-Member LLC, Private Partnership, Private Corporation, or Other/I'm Not Sure. 

    If you did not select Company, you will not be asked to select a Business Structure.  

    If you're a public company, select Other/I'm not sure and refer to the Stripe Support Article for Business Verification Requirements for Publicly Traded Companies for more information.  

Lets_start_with_some_basics_business_structure_KB.png

 
  1. Click Continue.
 Continue_KB.png

 

 

Enrollment Part 3: Enter Business Information in Stripe

Stripe will ask for specific business and personal information based on what type of business and business structure you selected on the previous screen. Select the tab below that matches your business type and structure for a detailed, screen-by-screen guide.

Type of Business: Individual

If you selected Type of Business: Individual, you will enter the information requested on the following screens to complete your application.

 
  1. Enter your Personal Details:
    • Legal Name: Enter your name exactly as it is recorded with the IRS
    • Email Address
    • Date of Birth
    • Home Address
    • Phone Number
    • Last 4 Digits of Social Security Number: The last 4 digits of your Social Security number are only used to verify your identity - no credit checks.

  2. Click Continue. 

Verify_your_personal_details_KB.png

 
  1. Enter Professional Details:
    • Industry: Select the option that most accurately reflects your industry from the dropdown list.
    • Website: If you don't have a website, enter a social media page, Linkedin or other relevant link.
    • Product Description: Provide a 1-2 sentence description. Make sure to note when you typically charge your customers (i.e. during checkout or 3 days later).

  2. Click Continue.

Professional_Details_KB.png

 
  1. Enter Banking Information:
    • Routing Number
    • Account Number
    • Confirm Account Number

      This will be the bank account where stripe will transfer funds. It must be a checking account.
  2. Click Continue.

Add_you_bank_account_to_receive_payouts_KB.png

 
  1. Enter Public Details for Customers:
    • Statement Descriptor: Enter your business name. This will display on your customers' bank or credit card statements. It should be 5 - 22 characters. 
    • Shortened Descriptor: Enter a shortened version of your business name.
    • Customer Support Phone Number
    • Customer Support Address

  2. Click Continue.

Add_public_details_for_customers_KB.png

 
  1. Review the information you entered on the previous screens:
    • Professional Details
    • Public Details
    • Personal Details
    • Payout Details

      If you need to edit any of the information, click the pencil icon in the top right corner of the section.
  2. Click Agree & Submit.

Review_and__finish_up_KB.png

 
  1. Your application is complete! You can close the Stripe window.

    You can return to the Therapy Brands Pay tab in TheraNest to check the status of your application. 
 You_onboarding_process_in_complete_KB.png

 

Type of Business: Nonprofit Organization

If you selected Type of Business: Nonprofit Organization, you will enter the information requested on the following screens to complete your application:
  1. Enter Business Information:
    • Legal Business Name: The combination of your name and Employer Identification Number (EIN) must exactly match the one listed in your IRS documents (e.g., Letter 147C or SS-4 Confirmation letter), including capitalization and punctuation. 
    • Employer Identification Number (EIN): If you use your social security number for business tax purposes, you can enter that instead.
    • Doing Business As: The operating name of your company, if it's different than the legal name. (Optional)
    • Registered Business Address: You can use your home address if you don't have a business address. 
    • Business Phone Number
    • Industry
    • Business Website: If you don't have a website, enter a social media page, Linkedin or other relevant link,
    • Product Description: Provide a 1-2 sentence description. Make sure to note when you typically charge your customers (i.e. during checkout or 3 days later).

  2. Click Continue. 

Tell_us_more_about_your_business_with_phone_KB.png

 
  1. Enter Business Representative information:
    • Legal Name: Enter your name exactly as it is recorded with the IRS.
    • Email Address
    • Job Title
    • Date of Birth
    • Home Address
    • Phone Number 
    • Last 4 Digits of Social Security Number: This is used to verify your identity - no credit checks. 

  2. Click Continue. 

Verify_you_represent_this_business_non_profit_KB.png

 
  1. Enter Banking Information:
    • Routing Number
    • Account Number
    • Confirm Account Number

      This will be the bank account where stripe will transfer funds. It must be a checking account.
  2. Click Continue.

Add_you_bank_account_to_receive_payouts_KB.png

 
  1. Enter Public Details for Customers:
    • Statement Descriptor: Enter your business name. This will display on your customers' bank or credit card statements. It should be 5 - 22 characters. 
    • Shortened Descriptor: Enter a shortened version of your business name.
    • Customer Support Phone Number
    • Customer Support Address

  2. Click Continue.

Add_public_details_for_customers_KB.png

 
  1. Review the information on the previous screens:
    • Business Details
    • Public Details
    • Management and Ownership
    • Payout Details


      If you need to edit any of the information, click the pencil icon in the top right corner of the section.

  2. Click Agree & Submit.

Review_and__finish_up_Non_Profit_or_Company_KB.png

 
  1. Your application is complete! You can close the Stripe window.

    You can return to the Therapy Brands Pay tab in TheraNest to check the status of your application. 
 You_onboarding_process_in_complete_KB.png



Type of Business: Company: Sole Proprietorship or Single-Member LLC

If you selected Type of Business: Company - Sole Proprietorship or Single-Member LLC, you will enter the information requested on the following screens to complete your application:
  1. Enter Business Details:
    • Legal Business Name: The combination of your name and Employer Identification Number (EIN) must exactly match the one listed in your IRS documents (e.g., Letter 147C or SS-4 Confirmation letter), including capitalization and punctuation. 
    • Employer Identification Number (EIN): If you use your social security number for business tax purposes, you can enter that instead.
    • Doing Business As: The operating name of your company, if it's different than the legal name. (Optional)
    • Registered Business Address: You can use your home address if you don't have a business address. 
    • Industry
    • Business Website: If you don't have a website, enter a social media page, Linkedin or other relevant link,
    • Product Description: Provide a 1-2 sentence description. Make sure to note when you typically charge your customers (i.e. during checkout or 3 days later).

  2. Click Continue. 

Tell_us_more_about_your_business_no_phone_KB.png

 
  1. Enter Personal Details:
    • Legal Name: Enter your name exactly as it is recorded with the IRS
    • Email Address
    • Date of Birth
    • Home Address
    • Phone Number
    • Last 4 Digits of Social Security Number: The last 4 digits of your Social Security number are only used to verify your identity - no credit checks.

  2. Click Continue.

Verify_your_personal_details_Company_KB.png

 
  1. Enter Banking Information:
    • Routing Number
    • Account Number
    • Confirm Account Number

      This will be the bank account where stripe will transfer funds. It must be a checking account.
  2. Click Continue.

Add_you_bank_account_to_receive_payouts_KB.png

 
  1. Enter Public Details:
    • Statement Descriptor: Enter your business name. This will display on your customers' bank or credit card statements. It should be 5 - 22 characters. 
    • Shortened Descriptor: Enter a shortened version of your business name.
    • Customer Support Phone Number
    • Customer Support Address

  2. Click Continue. 

Add_public_details_for_customers_KB.png

 
  1. Review the information on the previous screens:
    • Business Details
    • Public Details
    • Management and Ownership
    • Payout Details


      If you need to edit any of the information, click the pencil icon in the top right corner of the section.

  2. Click Agree & Submit.

Review_and__finish_up_Non_Profit_or_Company_KB.png

 
  1. Your application is complete! You can close the Stripe window.

    You can return to the Therapy Brands Pay tab in TheraNest to check the status of your application. 
 You_onboarding_process_in_complete_KB.png



 

Type of Business: Company: Multi-Member LLC, Private Partnership, Private Corporation, or Other/I'm not Sure

If you selected Type of Business: Company - Multi-Member LLC, Private Partnership, Private Corporation, or Other/I'm not sure, you will enter the information requested on the following screens to complete your application:
  1. Enter Business Information:
    • Legal Business Name: The combination of your name and Employer Identification Number (EIN) must exactly match the one listed in your IRS documents (e.g., Letter 147C or SS-4 Confirmation letter), including capitalization and punctuation. 
    • Employer Identification Number (EIN): If you use your social security number for business tax purposes, you can enter that instead.
    • Doing Business As: The operating name of your company, if it's different than the legal name. (Optional)
    • Registered Business Address: You can use your home address if you don't have a business address. 
    • Business Phone Number
    • Industry
    • Business Website: If you don't have a website, enter a social media page, Linkedin or other relevant link,
    • Product Description: Provide a 1-2 sentence description. Make sure to note when you typically charge your customers (i.e. during checkout or 3 days later).

  2. Click Continue.

Tell_us_more_about_your_business_with_phone_KB.png

 
  1. Enter Business Representative Information:
    • Legal Name: Enter your name exactly as it is recorded with the IRS.
    • Email Address
    • Job Title
    • Date of Birth
    • Home Address
    • Phone Number 
    • Last 4 Digits of Social Security Number: This is used to verify your identity - no credit checks. 

    • If applicable: Select the I Own 25% or More of the Company checkbox.

      If you select this checkbox, Stripe will ask you to indicate if you are the only person who owns 25% or more of the company. 

  2. Click Continue.

    If you indicated that you are the only person who owns 25% or more of the company, you can scroll down to step 10, where you will enter banking information.

     

Verify_you_represent_this_business_multi_member_company_KB.png

 
  1. Click Add a Business Owner to add the name of any individual who owns 25% or more of the company, or click Continue With No Owners.
    • If you select Add a Business Owner, you will have the option to add someone new or select the business representative you entered on the previous screen.
    • If you select Continue with No Owners, you can scroll down to step 10 where you will enter banking information. 
     

    If you indicated on the previous screen that you are the only person who owns 25% or more of the company, you will not be asked to add business owners. You can scroll down to step 10 where you will add banking information.

 Add_business_owners_KB.png
  1. Enter Information for the Business Owner:
    • Legal Name: Enter the name exactly as it is recorded with the IRS.
    • Email Address

  2. Click Add. 

Add_an_owner_KB.png

 

  1. Click Add Another Owner to add additional business owners. 

  2. Click Done, Continue when you are finished adding business owners.

Add_another_owner_KB.png

 
  1. Enter Banking Information:
    • Routing Number
    • Account Number
    • Confirm Account Number

      This will be the bank account where stripe will transfer funds. It must be a checking account.
  2. Click Continue.

Add_you_bank_account_to_receive_payouts_KB.png

 
  1. Enter Public Details for Customers:
    • Statement Descriptor: Enter your business name. This will display on your customers' bank or credit card statements. It should be 5 - 22 characters. 
    • Shortened Descriptor: Enter a shortened version of your business name.
    • Customer Support Phone Number
    • Customer Support Address

  2. Click Continue.

Add_public_details_for_customers_KB.png

 
  1. Review the information on the previous screens:
    • Business Details
    • Public Details
    • Management and Ownership
    • Payout Details


      If you need to edit any of the information, click the pencil icon in the top right corner of the section.

  2. Click Agree & Submit.

Review_and__finish_up_Non_Profit_or_Company_KB.png

 
  1. Your application is complete! You can close the Stripe window.

    You can return to the Therapy Brands Pay tab in TheraNest to check the status of your application. 
 You_onboarding_process_in_complete_KB.png



 

Enrollment Part 4: Approval

Once you have completed your stripe enrollment, your application for TheraNest payment processing will be pending approval, which can take up to two business days.  After your application is approved, your payment processing account will be Active. You can check the status of your application in TheraNest under the Therapy Brands Pay tab.  

  • Enrollment Pending Approval: Your account is under review. You will be notified when the process is complete. If additional information is requested, click the Add Requested Documents button to upload those documents.
    Pending_Approval_KB.png

  • Enrollment Approved: Your account is Active. You can now Process Payments in TheraNest. 
    Enrollment_Approved_KB.png

  • Enrollment Not Approved: If the application was not approved, the support team will contact you with more information.
    Enrollment_Not_Approved.png

 

 

 

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