Activate Patient Portal

Access Portal Settings

1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
2. Click Misc on the left menu. Additional setting options expands.
3. Click Portal Settings. The Patient Portal page opens.
   • If prompted, click Get Started.

 Activate Patient Portal

1. Read the terms and click to select "I agree to the terms and conditions" to agree.
2. Click Activate Patient Portal. The Payment Setup pop-up window opens.
3. Payment Setup:
   • To allow patients to securely make payments online and collect patient balances faster, click Activate to enable Patient Collect. The Patient Portal Dashboard opens.
   • To skip setting up payments, click Do this later. The Patient Portal Dashboard opens.

Patient Portal Settings

1. If Patient Collect has not been activated, click activate Kareo Collect to allow patients to securely make payments online and collect patient balances faster.
2. By default, the setting to automatically email patients when a balance is moved to patient responsibility in the Desktop Application (PM) is enabled.
   Note: This setting is automatically disabled once Automated Patient Billing is enabled to prevent patients from receiving duplicate statements.
   • To disable the setting , click to clear “Automatically send statements” to disable the setting.

Review Navigate Patient Portal to learn more about the Patient Portal Dashboard.