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 UB-04 Form
- Kareo_Integration_with_WebPT_EHR_Guide.pdf
- Kareo Integration with WebPT EHR Guide
- Kareo_Managing_Copays_Guide.pdf
- Managing Copays Guide
- Paper to Electronic Claim Guide: Professional Health Care Claims
- Payment Posting Guide
- Guide to Common Claim Rejections.pdf
- Kareo_Claim_Scrubbing_Best_Practices.pdf
- Kareo_Payment_Posting_Guide.pdf
- Kareo_GuideToUB-04Form.pdf
- Kareo_Integrating_Kareo_and_the_Practice_Fusion_EHR.pdf
- Kareo_Guide_to_CMS_1500_Form_02-12.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
- Video: Navigate Clinical Reports
- Video: Set Up Appointment Reminders
- Video: Email Balance Reminders
- Video: Navigate and Manage Reports
- Video: Refund Patient Payment
- Video: Text Balance Reminders
- Video: Set Up Users
- Video: Add a Patient Photo
- Video: Add Referring Providers
- Video: Add Referral Sources
- Video: Navigate Patient Chart
- Video: Basic Navigation
- Video: Add Administered Injection
- Video: Enroll for ePrescribing
- Video: Required Encounter Fields
Recently updated
(date updated)- Payment Posting Guide
- Stripe Terminal: Collect Patient Payment
- Reverse Patient Payment
- Reverse Insurance Payment
- Post and View Denied Claims
- Stripe Terminal Setup: WisePOS E
- Electronic Remittance Reports
- Post Electronic Remittance Advice (ERA) Payments with ERA Errors
- Post Payments from Electronic Remittance Advice (ERA)
- Generate Paper Remit from ERA
- ERA Splitting Options
- Customize Procedures Section
- Collect Patient Payment
- Reverse Adjustment
- Post Adjustment
Recently added
(date created)- Reverse Adjustment
- Video: Submit Superbill from Practice Fusion
- Partner Integrations
- Video: Kareo and Practice Fusion Integration Setup
- Video: Cash Practice Reports
- Video: Collect Cash Patient Payment
- Video: Other Reports
- Video: Customize Reports
- ERA Splitting Options
- Video: Daily Reports
- Video: Weekly Reports
- Video: Monthly Reports
- Video: Navigate and Manage Reports
- Reports
- Post Electronic Remittance Advice (ERA) Payments with ERA Errors