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Kareo Help Center

Activate Patient Portal

Updated: 11/22/2019
Views: 32156

The Patient Portal is a convenient and efficient way for practices to collect payments and for patients to easily pay their bills online. After activating the Patient Portal, a practice simply collects patient email addresses within the Desktop Application (PM). Then, patients will automatically be emailed when they have a bill and can access their statements online to securely make a payment. Through Patient Portal, practices can view which emails have gone out and when payments come in. 

Activate Patient Portal

  1. Click Settings > Patient Portal. The Kareo Patient Portal activation page launches.
  2. Click Get Started. The Patient Portal Sign in page opens.
Desktop_PatientPortal_Navigate.png
  1. Enter the Kareo login email credentials > Click Sign in. The Kareo Terms of Service page opens.
Desktop_PatientPortal_SignIn.png
  1. Scroll to read the terms of service. To agree to the terms, click to select "I agree to the terms and conditions". 
    • To download a Request for Electronic Access and Authorization for Email Communication document, click Request and Authorization Document Download.
  2. Click Activate Patient Portal. The Patient Portal Dashboard page opens. 

Note: In order to accept payments through the Patient Portal, set up online payments

Desktop_PatientPortal_ActivateTerms.png

 

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