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Apply for Kareo Patient Collect Powered by Tebra

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Updated: 03/23/2023
Views: 384

Kareo Patient Collect (KPC) powered by Tebra gives practices the ability to collect patient balances faster and reduce time in accounts receivable. Unlike traditional payment options, KPC powered by Tebra 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
  • QR code and pay online payment options on mailed statements 
  • Automated Patient Billing feature

For more information, review Kareo Patient Collect Powered by Tebra FAQs.

Get Started with Kareo Patient Collect 

System Administrators of the practice can request to get started with the KPC powered by Tebra sign up process through the Patient Payments settings. 

  1. Click Settings > Patient Payments. The Patient Payments window opens.
  2. Click Get Started. The Get Started with Kareo Patient Collect pop-up window opens to confirm the sign up process for KPC powered by Tebra has begun.
 Desktop_PatientPayments_KPCpbT_Navigate.png
  1. Click Close. The Kareo Patient Collect window returns with a status of In Progress. 

In 5-7 business days, the Kareo Patient Pay Application will be sent to the email address associated with the individual designated as the primary contact of the Kareo account.
Note: The email will come from echosign @echosign.com.  

 Desktop_PatientPayments_KPCpbTSignUp_Confirmation.png

Complete the Kareo Patient Pay Application

Tebra Payment Processing provides the infrastructure necessary to accept and process electronic payments via a credit card. This allows practices to collect payments electronically from their patients when they have an outstanding balance due. In order to collect electronic payments using the Kareo Patient Collect feature, you must complete the Kareo Patient Pay application and be approved through Tebra Payment Processing.  

To complete the application, have the following information ready:

  • EIN/TIN (for businesses) or SSN/ITIN (for individual owners)
  • Financial Information: Average transaction amount, highest expected transaction amount, and average monthly sales amount
  • Bank Routing Number and Account Number (for the bank the moneys should be deposited into)
  • Primary Owner SSN
  • Additional Owner SSN (if applicable)

Important Note: 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. For further questions, contact payments.support@kareo.com.

When ready, follow the steps to complete each section of the Kareo Patient Pay Application.

Business Information

  1. Enter the Business Information. To prevent delays in the application process, ensure:
    • The EIN/TIN/SSN entered is the SSN/ITIN for the individual (e.g., sole proprietorship) or the EIN/TIN for the business.
    • The Business Email address is for a valid and reliable email account that is checked often.
  2. Enter the Business Location.
  3. Enter the Business Legal Address.
 KareoPatientPayApplication1_BusinessInformation1.png
  1. Answer the Business Questionnaire.
  2. Enter the Financial Profile information.
 KareoPatientPayApplication2_BusinessInformation2.png

Owner & Controller Information

  1. Enter the Primary Provider/Owner Information. To prevent delays in the application process, ensure:
    • The First and Last Name is the full legal name and not a nickname.
    • The SSN or TIN is the Primary Provider/Owner SSN and not the business EIN/TIN.
      Note: The Primary Provider/Owner SSN is still required even if the EIN/TIN was entered under the Business Information section.
    • The Email address is for a valid and reliable email account that is checked often. Note: This email address will be used for legal documentation and can be the same email address as the Business Email.
  2. Enter the Additional Owner Information. If there is an additional owner who owns 25% or more of the business, be sure to also complete the Additional Owners section.
  3. Enter the Controlling Person Information. The Controlling Person is an individual in a position to make major legal and/or financial decisions for the organization and can be the same individual as the Primary Provider/Owner.
    Note: Ensure the First and Last Name is the full legal name and not a nickname.
 KareoPatientPayApplication3_OwnerControllerInformation.png

Additional Owners

  • If applicable, enter the information for any Additional Owner (who owns 25% or more of the business). If not applicable, leave blank. 
    Note: Ensure the First and Last Name is the full legal name and not a nickname.
 KareoPatientPayApplication4_AdditionalOwners.png

Agree & Sign

The Agree & Sign section must be completed by the individual that is entered under the Primary Provider/Owner Information.

  1. Review the information.
  2. To agree and confirm, click to enter the Owner Signature. Then, click Submit. The Kareo Patient Pay application is submitted.

After the application is submitted, the process typically takes 5-7 business days to complete. An email with the status of the application will be sent to the email address indicated under the Primary Provider/Owner Information.

 KareoPatientPayApplication5_AgreeSign.png
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