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Kareo Help Center

Activate Patient Portal

Updated: 10/11/2021
Views: 10066

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. With Kareo Patient Collect enabled, patients can pay outstanding balance online through their 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.
Platform_PatientPortal_Access.png

 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.
Platform_PatientPortal_Terms.png

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.
    • 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.

Platform_PatientPortal_Settings.png
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