Collect Copay or Payment (Mobile App)
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Updated: 12/11/2019
Views: 1355
The Collect Payment feature provides an easy way to record or swipe a card to post patient payments for copays and outstanding account balances.
Important Notes:
- The Collect Payment feature 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.
- A payment processed through Kareo's Mobile app shows as an Unapplied Payment until it's applied to the patient's account in the Kareo Desktop Application.
Initiate the Collect Payment Workflow
- Log into Kareo's mobile application.
- Access a Patient Chart.
- Tap on the patient information.
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- Tap on Collect Payment.
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- Review patient information, view outstanding charges and unapplied payments, and enter a new payment.
- View Account: Tap on View Account to see an overview of charges and unapplied payments.
- Payment Method: Tap to select how the payment will be made or recorded.
- Credit Card (Electronic): Swipe the card or enter the Name on Card, Card Number, Expiration Date, and three-digit CVV code.
- Credit Card (Manual): Tap 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.
- Cash: Tap this option to record a cash payment.
- Check: Tap this option to record a check payment.
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Charge a Saved Card
- Tap on Saved Cards on File and tap on a saved card.
- Tap on Charge $0.00. The Receipt screen will open when successfully charged.
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Charge a New Card with Swiper
- Tap on Prepare Swiper to charge $0.00 to charge a new card.
- Swipe the card. The Receipt screen will open when successfully charged.
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