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Kareo Help Center

Edit or Remove Patient Payment Card

Updated: 07/02/2021
Views: 1839

Securely manage saved 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.

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.
Platform_PaymentCards_Access.png

View Payment Card Details

  1. Click Action and select Show Details. The card detail expands.
  2. Review the details to determine if the card should be edited or removed. If necessary, add a new payment card.
Platform_PaymentCards_ShowDetails.png

Edit Payment Card

The payment card number cannot be edited. To correct an error in a card number, remove the existing card and add a new payment card.

  1. Click Action and select Edit. The card detail pop-up window opens.
  2. Make necessary changes to:
    • Cardholder Name
    • Expiration Date
    • Card Nickname
    • Comments/Instructions for Practice
      Note: The comments are not for internal use only. Patients can view and edit the saved note when they complete the Credit Card Authorization form.
    • Billing Address
    • Default Card
      Note: This field cannot be deselected. Mark another card as default to clear the selection.
  3. Click Save Changes when finished.
Platform_PaymentCards_Edit.png

Remove Payment Card

  1. Click Action and select Remove. The Remove Credit Card pop-up window opens.
  2. Click Confirm. The card is removed from the patient's record.
Platform_PaymentCards_Remove.png
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