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Kareo Help Center

Add Patient Payment Card

Updated: 07/02/2021
Views: 2833

Securely save and manage patient payment card information in Kareo to easily record payments made for copays and outstanding account balances. Practices with the Patient Collect activated can process credit card payments through Kareo using Stripe. For security purposes, the card number is not stored in Kareo. Only the last four digits and expiration date can be viewed by the practice.

For practices who subscribe to Kareo Engage and has the Patient Collect activated, send a Credit Card Authorization form through the Patient Intake workflow. Patients can add, edit, or remove credits card(s) on file and electronically sign the authorization form.

Access Payment Cards

  1. Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's record opens to the Face Sheet.
  3. Click Account. The Account page opens.
  4. Click the Payment Cards tab. The Add a Card page opens or the saved payment card displays.
Platform_PaymentCards_Access.png

Add First Payment Card

  1. Enter the Cardholder Name, Card Number, Expiration Date, CVC, and a Card Nickname (optional).
  2. Enter notes (up to 500 characters) into the Comments/Instructions for Practice field.
    Note: The saved note is not for internal use only. Patients can view and edit the saved note when they complete the Credit Card Authorization form.
  3. Enter the Billing Address.
  4. Click Save when finished. The card is saved as an unauthorized card. To authorize the card, request an electronic signature or manually change the status.
Platform_PaymentCards_AddFirst.png

Add Additional Payment Card

  1. Click + Add a Card. The Enter a Card pop-up window opens.
  2. Enter the Cardholder Name, Card Number, Expiration Date, CVC, and a Card Nickname (optional).
  3. Enter notes (up to 500 characters) into the Comments/Instructions for Practice field.
    Note: The saved note is not for internal use only. Patients can view and edit the saved note when they complete the Credit Card Authorization form.
  4. If the billing address is different than patient address on file, click to clear "Billing address is same as patient address". Then, enter the billing address for the card.
  5. Click to select to designate this card as the default.
  6. Click Save when finished. The card is saved as an unauthorized card. To authorize the card, request an electronic signature or manually change the status.
Platform_PaymentCards_AddAdditional.png
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