Payor Portal Login and Create Stripe Account

Created by Joshua Ort, Modified on Mon, 26 Feb at 8:49 PM by Sandra Serafini

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1. The first step is to open the Ref Insight Payor Portal - Sign In page. Bookmark the sign-in page in your browser for future reference.

The URL for this login page is below:

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2. If you already have Ref Insight credentials into the Assigning Portal, you can log in and access the Payor portal sign-in page from here.

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3. Click Payors Portal

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4. Enter your email address and password.

If you have credentials to the Assigning Portal, use the same credentials.

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5. If you are logging into the Ref Insight platform for the first time, use the credentials provided to you by our Ref Insight support team.

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6. Click Sign In

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7. Click Stripe in the menu

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8. Click Create a Stripe Account. The system will take a few moments while it connects to Stripe. Do not refresh the page while it performs this action.

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9. After the platform connects to Stripe, type in the same email address you used to log into Ref Insight.

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10. Type in the same password you used to log into Ref Insight.

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11. Please note the documents and information you will need to set up your Stripe account as a Payor.

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12. Click Log in

After logging in, follow the onboarding steps within Stripe to complete your account setup.

Thank you for watching this tutorial.

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

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