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Activate Patient Payments

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Kareo Patient Payments gives practices the ability to click and swipe to post a payment and make a transaction immediately.

Benefits include:

  • Balance reminders display on the Agenda at patient check-in.
  • Securely take credit card payments and process directly through Kareo.
  • Emails a receipt to the patient.
  • Automatically deposits the payment into your practice's bank account.

The activation process is a brief set-up process that connects your Kareo account with Stripe (a Kareo partner). Stripe is a third-party vendor for secure business commerce that allows you to accept and process credit card payments over the Internet. In order for you to collect electronic payments using our Patient Payments feature, you must have a Stripe account.
 
Important Notes

  • Stripe cannot accept payments for prescription drugs. Pharmacies are on Stripe's list of prohibited businesses.
  • When you save a credit card on file in Kareo, if it expires, the card will continue to work even if the physical card gets replaced by the customer's bank. Stripe works directly with card networks so that your customers can continue using your service without interruption.
  • To allow patients to access their statements online and securely make a payment online, the Patient Portal must be activated before setting up Patient Payments.

Activate Patient Payments

  1. Hover over the User icon in the top right of your screen and click Practice Settings to open the Practice Settings page.
  2. On the Practice Settings page, click Misc in the left menu to expand.
  3. Click Portal Settings. The Kareo Terms of Service page opens.
    1. If prompted, click Get Started.

Patient _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.

Note: If Patient Portal has previously been activated, click setup online payment at the top of the screen. Then, continue to step 7.

Patient _Portal_Terms.png
  1. Click Setup Payments. The Stripe page opens.

 

 Patient _Portal_SetUp.png
  1. Complete the Stripe enrollment form. You will be asked to enter:
    • Country
    • Business details (website, type, EIN, address)
    • Personal details (name, DOB, social security number)
    • Credit card statement details (information that will appear on the patient's credit card statement)Bank details for receiving payments (routing and account numbers)
    • Enter your email address and create a password to log into your Stripe account
  2. For questions or assistance, click Contact at the bottom of the window to reach Stripe support.
  3. When finished, click Authorize Access to this account to complete the enrollment process.

Once enrolled, purchase a card reader. Then,  begin collecting patient payments.

Note: Payment may still be collected without a card reader.

 

Patient _Payments_Stripe_Platform.png
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  2. Tags
    1. collect payment
    2. patient balance
    3. patient payments
    4. payment settings