Skip to main content


Kareo Help Center

Add Patient Payment Card

Updated: 04/01/2021
Views: 2254

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 Payments feature activated can process credit card payments through Kareo using Stripe.

For practices who subscribe to Kareo Engage and has the Patient Payments feature 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 Payment Cards page opens.

Add Payment Card

  1. Click + Add New Payment Card. The Add New Payment Card page opens.
  2. Enter the card information:
    • Name on the card
    • 16-digit card number (without dashes)
    • Click and select the expiration month and year from the drop-down menu
    • 3-digit CVV code
  3. Click Save when finished.
  • Was this article helpful?