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Kareo Help Center

Collect Copay or Payment

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The Collect Payment function provides an easy way to record or swipe a card to post patient payments for copays and outstanding account balances.

Important notes regarding collecting patient payments:

  • The Collect Payment function is only available to Kareo customers who subscribe to the Billing module.
  • Credit/debit card payments can only be processed if Kareo Patient Payments has been activated on your account.
  • An itemized receipt can be printed at the end of the Collect Payment transaction.
  • A modified receipt that includes only the payment confirmation number, date payment was processed, and amount paid can be sent to the patient's email address.
  • A payment processed through Kareo's Platform shows as an Unapplied Payment until it's applied to the patient's account in the Kareo Desktop Application.

Initiate the Collect Payment Workflow

Patient payments are most commonly collected from within the patient's record or from an appointment on the Agenda.

From the Agenda

  1. Hover over the Platform icon and click Agenda. The Agenda opens.
  2. Click on a patient name to open the appointment card.
  3. Collect payment:
    1. Click More Options and select Collect Payment from the drop-down menu. The Collect a Payment window opens.
    2. Alternatively, if the patient has an outstanding balance, click Collect Payment next to the amount due. The Collect a Payment window opens.
 Agenda_CollectPayment.png

From the Patient's Record

  1. Enter the first 2–3 letters of the patient's name in the top navigation search box.
  2. Click to select the patient from the auto-populated results. The patient's record opens to the Face Sheet.
  3. Click Collect Payment at the top of the window. The Collect a Payment window opens.

 

Facesheet_CollectPayment.png

 

 

From the Patient's Appointment

  1. Hover over the Platform icon and click Calendar. The Calendar opens.
  2. Left click on an available time on the calendar to open the New Appointment window.
  3. Enter the first 2-3 letters of the patient's name in the navigation search box.
  4. Click to select the patient from the auto-populated results. The rest of the New Appointment window opens. 
  5. Enter in the appointment details.
  6. Check the box next to "Collect payment after creating appointment".
  7. Click Make Appointment. The Collect Payment window opens.
 NewAppt_CollectPayment.png

Collect Patient Payment 

  1. Review patient information, view outstanding charges and unapplied payments, and enter a new payment made by credit/debit card, cash, or check.
    1. Total Account Balance: Click Total Account Balance to see an overview of charges and unapplied payments.
    2. Payment Amount: By default, the total account balance populates. Enter a different payment amount, if desired.
    3. Add Payment Note: Payment Notes are only visible within the practice and do not print on the patient receipt.
      • Click Add Payment Note to open the dialog box.
      • Enter details about the payment, including any reference number, the check number, last four digits of the payment card, or the date(s) of service if the payment is being applied to an outstanding balance (e.g., "$60 payment: $20 copay/$40 encounter 6-12-16").
    4. Payment Method: Click to select how the payment will be made.
    5. Do not charge credit card: Check this option to record a credit card payment that has already processed.
      • Note: A payment will not be processed through Stripe if this option is selected.
    6. Credit Card Method: Select how to process the payment.
      • Saved Card(s) on File: If available, select a saved card to process the payment.
      • Use new card: Swipe the card or enter the Name on Card, Card Number, Expiration Date, and three-digit CVV code.
        • Click "Save this credit card on file" (optional) to securely save the credit card information in the patient's record for future payments.
        • Note: A patient agreement must be collected before checking this box. Click the Download Patient Agreement link below the checkbox complete the agreement.
  2. Click Finalize Payment. The Collect a Payment confirmation window opens.
 Patient _Payments.png
  1. Review the information in the confirmation window.
    1. Click Back to return to the previous window and make changes.
    2. Check the "Create itemized receipt" box to generate a detailed receipt that can be printed for the patient. If the box is left unchecked, a non-itemized receipt will display.
    3. Click Submit Payment. The Receipt window opens.

Note: A submitted payment will show as an Unapplied Payment until it is applied to the patient's account in Kareo's Desktop Application.

 Patient _Payments_Receipt_Christy.png

Payment Receipts

If the Create an itemized receipt box was checked in the previous window, a detailed receipt will display. If the box was left unchecked, a non-itemized payment receipt will display.

  • Click Print at the bottom of the window to print the receipt for the patient.
  • Click Email at the bottom of the window to email the patient a modified receipt that shows only the payment confirmation number, date payment was processed, and amount paid. Note that the full itemized and non-itemized receipts can only be printed and will not be sent via email.
 Patient _Payments_Receipt_Christy_Itemized.png