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Navigate Patient Collect Settings

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Updated: 03/22/2023
Views: 742

For Kareo Patient Collect powered by Stripe activated practices, the Patient Collect page allows System Administrators to access their Stripe Dashboard, view connected Stripe Terminals and manage the option to send a Credit Card Authorization form through the Patient Intake workflow (Engage Subscribers).

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

Kareo Patient Collect powered by Stripe activated practices can 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