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Kareo Help Center

Activate Kareo Patient Collect

Updated: 09/14/2021
Views: 9682

Kareo Patient Collect gives practices the ability to collect patient balances faster and reduce time in accounts receivable. Unlike traditional payment options, Kareo Patient Collect offers a robust messaging and payment solution that leverages text, email and mailed statements to ensure patients are communicated to in the right way, at the right time. 

Benefits include:

  • Unlimited text and email statements
  • Secure credit card payments processed directly through Kareo
  • Automatic payment deposits into the practice's bank account
  • Enables patients to make online payments

Activate Kareo Patient Collect

  1. Click Solution Center under the Shortcuts menu on the left side Navigation pane. The Solution Center window opens.
    • Alternatively, click Settings > Patient Payments. The Patient Payments window opens then click Learn More. Proceed to step 3.
  2. Click Learn More. The Kareo Patient Collect window opens.

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  1. Click Activate. The Setup Kareo Patient Collect pop-up window opens. 
    • To learn more about Kareo Patient Collect from an expert, click Get In Touch.
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  1. Review the information then click to select and agree to:
    • The Kareo Pricing Policy.
    • Activating the Kareo Patient Portal.
      Note: Activating the patient portal enables patients to access their statements and securely make payments online. If the patient portal has already been activated, this option does not display.
  2. Click Accept Terms & Continue. The Get Started with Stripe page opens.

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Get Started with Stripe

Kareo is partnered with Stripe, a third-party vendor for secure business commerce that allows you to accept and process credit card payments online. In order for you to collect electronic payments using our Patient Payments feature, you must have a Stripe account.

Important Notes:

  • If you have multiple practices that should not be associated with the same Stripe account, completely log out of all other practice's Kareo sessions and Stripe dashboards (if applicable) before setting up the additional Stripe account.
  • There are specific categories such as online pharmacies, prescription-only products including card-not-present pharmaceuticals, cannabis related practices/consultations, and products and services with varying legal status on a state-by-state basis that may be restricted. Review Stripe Restricted Businesses for more details and for further questions, contact Stripe Support.
  1. Enter the Email address.
    • If you do not have a Stripe account, enter an email address to create an account.
    • If you want to associate an existing Stripe account, enter the same email address used for the account.
    • If you do not want to associate an existing Stripe account to the practice, enter an email address to create a new account.
  2. Click Next and follow the prompts to complete the Stripe account enrollment form. For any questions or assistance, contact Stripe Support.

Once the Stripe account is activated, purchase a  WisePOS E card reader to use with the Stripe terminal (optional), begin collecting patient payments, and access the Stripe Dashboard.
Note: Payments can still be collected without a card reader.

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