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Navigate Patient Collect Settings

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Updated: 10/27/2021
Views: 336

The Patient Collect page allows System Administrators to activate Patient Collect for the practice and view connected Stripe Terminals. For Engage subscribers, manage the option to send a Credit Card Authorization form through the Patient Intake workflow.

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.
 Platform_Practice_Settings.png

Navigate Patient Collect

Activate Patient Collect to access the following features.

  1. Kareo Patient Collect: Log into the Stripe Dashboard or review the Stripe and Patient Payments FAQs.
  2. Stripe Terminal: Displays purchased terminals that have been set up. The status shows as offline when the terminal is powered off or has no internet connection.
  3. Payment Settings: By default, the option to send a Credit Card Authorization form through the Patient Intake workflow is enabled (Engage Subscribers). This allows patients to add, edit, or remove credits card(s) on file and electronically sign the authorization form. To disable, click Off.
 Platform_PaymentSettings_Navigate.png