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Kareo Help Center

Activate Patient Payments

Updated: 11/04/2020
Views: 6068

Kareo Patient Collect, also known as Patient Payments, gives practices the ability to click and swipe to post a payment and make a transaction immediately.

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, you must have a Stripe account.

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

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.

Access Kareo Patient Collect

  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
  2. Click Patient Payments. The Patient Payments page opens.
  3. Click Activate. The Kareo Patient Collect module page opens.
  4. Click Get Kareo Patient Collect. The Confirm Purchase page opens.
    • To email or chat with an expert, click Get in Touch.

Purchase Kareo Patient Collect

  1. Click to select "I agree to the terms and conditions and the Pricing Policy" to agree to the terms of use.
  2. Click to select "I agree to activating Kareo Patient Portal" to enable Patient Portal.
    Note: If the patient portal has been activated, the option will not display.
  3. Click Confirm to continue. The Setup Payments page opens.

Setup Payment Account

  1. Click Setup Payments. The Stripe page opens.
    • To skip the payment account setup, click Do this later. System Administrators can complete the payment account setup later from the Patient Payment settings page.
  2. Complete the following sections of the Stripe form. 
    Note: For any questions or assistance regarding the form, click Contact on the bottom of the window to reach Stripe support.
    1. Business details: The general information about the business.
      • Select the Country from the drop-down menu.
      • Enter the Business address and phone.
      • Select the Type of business from the drop-down menu.
      • Employer Identification Number (Optional): Enter the EIN or SSN for business tax purposes. 
      • Enter the Business website; otherwise, use a social media business profile.
      • Select the Business description from the drop-down menu.
      • Select when customers typically receive services from the drop-down menu.
    2. Individual or sole proprietor details: The individual or sole proprietor must activate their own account.
      • Enter the Full name, Phone number, Date of birth, Last 4 digits of the SSN, and Home address.
    3. Credit card statement details: The information that may appear on bank or credit card statements and can be changed at any time.
      • Enter the Statement descriptor (e.g., a recognizable business name to prevent disputes). 
      • Optionally, enter a Shortened descriptor for statements.
      • Enter the Support phone number
      • Customer support address: Leave "Use business address" on or turn off to enter a different address.
    4. Bank details: The checking account under the legal owner or business name must be provided.
      • Enter the Routing number, Account number, and Confirm account number.
    5. Two-step authentication: Strengthen the security of the Stripe account by protecting it with either a phone or authenticator app in addition to the password.
      • To enter a mobile number and receive a text message, click Get text message.
      • To download a free Google Authenticator app, add a new account, and scan a barcode or enter a code manually, click Use an authenticator app.
    6. Save your Stripe account: Enter the credentials used for accessing the Stripe account.
      • Enter the Email and Password. 
  3. Click Authorize access to this account. The Stripe form is completed. 

Once Patient Payments is activated, purchase a card reader to begin collecting patient payments.

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