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Kareo Help Center

Activate Patient Portal

The Patient Portal integrates with Kareo and lets the practice securely communicate with patients, post eLab results, health information, and provide patients access to online statements.

Activate Patient Portal

  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.
Platform_Settings_Misc_Portal_Settings.png
  1. Read the terms and click to select "I agree to the terms and conditions" to agree to the terms of use.
  2. Click Activate Patient Portal. The Patient Portal page opens.
  3. Click Setup Payments to Activate Patient Payments or click Do this later to skip.
Patient _Portal_Terms.png
The Patient Portal Dashboard opens. Platform_Portal_Dashboard.png

 

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