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Kareo Help Center

Set Up and Access Patient Portal

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 Patient Portal, a practice simply collects patient email addresses within Kareo. Kareo will automatically email patients when they have a bill. Patients can then access their statements online and securely make a payment. Through Patient Portal, practices can view which emails have gone out and when payments come in. To learn more, visit the Patient Portal FAQs (you will need to log in to Patient Portal in order to view the FAQs).


arrow_orange.jpgTo set up Patient Portal

  1. Click Settings > Patient Portal. You will be taken to the Patient Portal activation page.


arrow_orange.jpgTo access Patient Portal

  1. Click Settings > Patient Portal

    Open a browser and type in the address bar.

  2. Click the For Doctors link at the bottom of the window.
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