Set Up Patient Payments
Kareo Patient Payments gives practices the ability to click and swipe to post a payment and make a transaction immediately. Have the Desktop Application system administrator complete the brief setup with our partner, Stripe, to begin taking payments in the Desktop Application.
Stripe is a third-party vendor for secure business commerce that allows you to accept and process credit card payments over the Internet. In order for you to collect electronic payments using our Patient Payments feature, you must have a Stripe account.
Important Notes
- Stripe cannot accept payments for prescription drugs. Pharmacies are on Stripe's list of prohibited businesses.
- When you save a credit card on file in Kareo, if it expires, the card will continue to work even if the physical card gets replaced by the customer's bank. Stripe works directly with card networks so that your customers can continue using your service without interruption.
- If you have multiple practices, log out of other practice's Stripe's dashboard completely before setting up a Patient Payments Stripe account.
Activate Patient Portal If the practice has not already done so, activate the Patient Portal first to allow patients to access their statements online and securely make a payment online. Note: If the Patient Portal is not set up first, the practice will not have the ability to send patient statements via email. |
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Set Up Patient Payments
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Once enrolled, you can purchase a card reader. Then, begin collecting patient payments through the Desktop Application or the Platform. Note: Payment may still be collected without a card reader. |
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