Patient Billing and Portal
The Patient Billing and Portal service enables you to email patient statements through InstaMed®, a secure third party billing service; your patients can then pay their bill online. To enroll in this service, please email sales@kareo.com.
Once you are enrolled in the service you must set up email billing options, and patients must be opted in to receive email notifications (see below). Email statements provide a link to pay the bill online through InstaMed using the Patient ID. Payments can then be applied to lines of service (see section Apply Payments from Patients or Other Payers). If you are a business office user, the number of "Online Payments to Apply" will appear in the To Do List of the dashboard.
To set up email billing
Click Settings > Options > Patient Statement Options in the top menu.
In the Edit Patient Statement Options window, select billing options:
Email then print after delay: An email is sent to the patient first. If payment is not received within a set number of days, a printed statement is mailed; enter the number of days (1-30) to delay a statement for mailing.
Email and print concurrently: Both an email and a printed statement are sent to the patient at the same time.
Print only: Only printed statements are sent to patients.
Email only: Only email statements are sent to patients.
Click Save.
On the patient record, a patient must be opted in to receive email notifications in order to receive email statements.
To set patient email notifications
Click Patients > Find Patient in the top menu.
Double-click on a patient record to open it.
At the Send Email Notifications box, choose one of the following:
To opt in: Check the box and add the email address.
To opt out: Uncheck the box.
See Also:
Still need help? Contact support here.