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Kareo Help Center

Activate Patient Payments Feature

The Patient Payments feature supports faster and easier management of collecting outstanding patient balances.

Benefits include:

  • Balance reminders display on the Agenda at patient check-in.
  • Securely take credit card payments and process directly through Kareo.
  • Emails a receipt to the patient.
  • Automatically deposits the payment into your practice's bank account.

The activation process is a brief set-up process that connects your Kareo account with Stripe (a Kareo partner). 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.

Navigate to Payment Settings

  1. Hover over the User icon in the top right of your screen and click Practice Settings to open the Practice Settings page.
  2. On the Practice Settings page, click Payment Settings in the left menu. The Payment Settings page opens.

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Activate Patient Payments Feature

  1. Click Set up Patient Payments.
  2. Read the terms and click Accept Terms & Continue to agree to the terms of use.

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  1. Complete the Stripe enrollment form. You will be asked to enter:
  • Country
  • Business details (type, EIN, address, website)
  • Personal details (name, DOB, social security number)
  • Credit card statement details (information that will appear on the patient's credit card statement)
  • Bank details for receiving payments (routing and account numbers)
  • Enter your email address and create a password to log into your Stripe account
  1. When finished, click Authorize Access to this account to complete the enrollment process.
  2. Once enrolled, you can begin collecting patient payments.

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