Desktop Application - PM
Help Articles
- Run Reports and Analytics
- Navigating and Managing Reports
- Key_Indicators_Summary_Beta_Data_Validation_June 2013.pdf
- Key Indicator Reports
- Accounts Receivable Reports
- Productivity and Analysis Reports
- Provider and Practice Reports
- Patient Reports
- Encounters Reports
- Payment Reports
- Audit Log Reports
- Custom Reports
- Run Reports and Analytics FAQs
- Refunds Reports
- Kareo Desktop Application (PM) User Guides
- Building_Custom_Reports_Excel_Add-in_Guide.pdf
- Building Custom Reports - Microsoft Excel Add-in Guide
- Kareo_Integrating_Kareo_and_the_Practice_Fusion_EHR.pdf
- Integrating Kareo and Practice Fusion
- Kareo_Claim_Scrubbing_Best_Practices.pdf
- Kareo Claim Scrubbing Best Practices
- Kareo_Guide_to_CMS_1500_Form_02-12.pdf
- Kareo Guide to CMS 1500 Form 02-12
- Kareo Guide to UB-04 Form
- Kareo_Integration_API_Technical_Guide.pdf
- Kareo Integration API Technical Guide
- Kareo_Integration_with_WebPT_EHR_Guide.pdf
- Kareo Integration with WebPT EHR Guide
- Kareo_Managing_Copays_Guide.pdf
- Managing Copays Guide
- Kareo_Payment_Posting_Guide.pdf
- Payment Posting Guide
- Guide to Common Claim Rejections.pdf
- Kareo_Payment_Posting_Guide.pdf
- Kareo_Claim_Scrubbing_Best_Practices.pdf
- Kareo_GuideToUB-04Form.pdf
- Kareo_Guide_to_CMS_1500_Form_02-12.pdf
- Kareo_Integrating_Kareo_and_the_Practice_Fusion_EHR.pdf
- Kareo_Managing_Copays_Guide.pdf
- Kareo_Integration_with_WebPT_EHR_Guide.pdf
- Kareo_Guide_to_CMS_1500_Form_08-05.pdf
- Building_Custom_Reports_Excel_Add-in_Guide.pdf
- Kareo_Integration_API_Technical_Guide.pdf
Most Watched Videos
- Add Insurance Plan
- Add Referring Providers
- On Demand Print
- Work Billing Tasks in the Desktop Application
- Edit Practice Information
- Document Upload
- Checking In a Patient
- Access Note Sections/Templates
- Schedule Follow-up Appointment
- Add Vitals
- Send Referral
- Create a Note
- Add Referral Sources
- Transfer Balance to Patient Responsibility
- Enter Patient Alert
Recently updated
(date updated)- Verify Patient Eligibility
- Verify or Edit Billing Information
- Service Location : Entity's Postal/Zip Code
- Referring Provider NPI is invalid. 2310A.NM1*09
- Onset of Current Illness or Symptom Date cannot be a future date. 2300.DTP*431
- Rejected by Jopari. Status Message: A7 - Acknowledgement/Rejected for Invalid Information - The claim/encounter has invalid information as specified in the Status details and has been rejected.; 364 - Is accident/illness/condition employment related
- Rejected by Jopari. Status Message: A6 - Acknowledgement/Rejected for Missing Information - The claim/encounter is missing the information specified in the Status details and has been rejected.; 749 - Date of Injury/Illness
- Rejected by Jopari. Status Message: A6 - Acknowledgement/Rejected for Missing Information - The claim/encounter is missing the information specified in the Status details and has been rejected.; 148 - Entity's social security number. Note: This code requires use of an Entity Code
- Must have hospitalization start date if place of service code is 21 (Inpatient Hospital). Add hospitalization start date to the encounter or to the case
- TEST REFERENCE IDENTIFICATION CODE IS MISSING OR INVALID. MUST BE OG OR TR. REJECTED AT CLEARINGHOUSE LINE LEVEL - TESTS RESULTS QUALIFIER IS MISSING OR INVALID
- Related Causes Code 1 must be AA, EM, or OA. 2300.CLM*11-1
- Related Cause Information is Missing or Invalid (Error Code: 2300~CLM~11)
- Rejected at Clearinghouse This Payer Is Not Active (xxxxx)
- Crosswalk did not give 1 to 1 match for NPI XXXXXXXXXX. Number of rows returned was 0
- ACKNOWLEDGEMENT/RETURNED AS UNPROCESSABLE CLAIM THE CLAIM/ENCOUNTER HAS BEEN REJECTED AND H - Humana
Recently added
(date created)- Multi-Practice Provider FAQs
- TriZetto Data Center Migration FAQs
- Proof of Timely Filing
- Reverse Insurance Payment
- Kareo Guide to UB-04 Form
- Update User Email
- Rebill Claims
- Error 2318 File does not exist / Error 1603 Fatal error during installation
- Verify or Edit Billing Information
- Verify Submitted Zip Codes
- Common Claim Rejections Resolutions
- Verify Patient Eligibility
- Verify or Edit Payer ID
- View Clearinghouse Reports
- View/Edit Contract Rate