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Kareo Help Center

Activate Patient Collect

Updated: 05/21/2021
Views: 6730

Kareo Patient Collect gives practices the ability to collect patient balances faster and reduce time in accounts receivable. Unlike traditional payment options, Kareo Patient Collect offers a robust messaging and payment solution that leverages text, email and mailed statements to ensure patients are communicated to in the right way, at the right time. 

Benefits include:

  • Balance reminders display on the Dashboard at patient check-in
  • Securely take credit card payments and process directly through Kareo
  • Email a receipt to the patient
  • Send unlimited email and text statements
  • Automatically deposits the payment into your practice's bank account

Access Patient Collect

  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
  2. Click Patient Collect. The Kareo Patient Collect page opens.
  3. Click Learn More. The Kareo Patient Collect module page opens.
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Activate Kareo Patient Collect

  1. Click Activate. The Setup Kareo Patient Collect pop-up window opens.
Platform_PatientCollect_Activate.png
  1. Click to select "I agree to the Kareo Pricing Policy" to agree.
  2. Click to select "I agree to activating Kareo Patient Portal" to enable Patient Portal.
    Note: Activating the patient portal enables patients to access their statements and securely make payments online. If the patient portal has already been activated, this option does not display.
  3. Click Accept Terms & Continue. The Get Started with Stripe page opens.
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Get Started with Stripe

Kareo is partnered with Stripe, a third-party vendor for secure business commerce that allows you to accept and process credit card payments online. In order for you to collect electronic payments using our Patient Collect feature, you must have a Stripe account.

Important Notes:

  • If you have multiple practices, completely log out of all other practice's Kareo sessions and Stripe dashboards (if applicable) before setting up the additional Stripe account.
  • There are specific categories such as online pharmacies, prescription-only products including card-not-present pharmaceuticals, cannabis related practices/consultations, and products and services with varying legal status on a state-by-state basis that may be restricted. Review Stripe Restricted Businesses for more details and for further questions, contact Stripe Support.
  1. Enter the Email address.
  2. Click Next and follow the prompts to complete the form. For any questions or assistance regarding the form, contact Stripe Support.

Once the Stripe account is activated, begin collecting patient payments and optionally purchase a Verifone card reader to use with the Stripe terminal.
Note: Payments may still be manually entered and collected without a card reader.

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