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 PM User Guides
- Building_Custom_Reports_Excel_Add-in_Guide.pdf
- Building Custom Reports - Microsoft Excel Add-in Guide
- Guide to Common Claim Rejections.pdf
- Guide to Common Claim Rejections
- 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_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
- Kareo_Managing_Copays_Guide.pdf
- Kareo_Payment_Posting_Guide.pdf
- Kareo_Integrating_Kareo_and_the_Practice_Fusion_EHR.pdf
- Kareo_Guide_to_CMS_1500_Form_02-12.pdf
- Kareo_Claim_Scrubbing_Best_Practices.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
- Guide_to_Common_Claim_Rejections.pdf
- Kareo_Integration_API_Technical_Guide.pdf
Most Watched Videos
- Optional Encounter Fields
- Add a Patient Photo
- Add a Patient Photo
- Add Patient Insurance
- Collect Patient Payments
- Schedule Follow-up Appointment
- Create New Encounter
- Customize Encounter Fields
- Navigate Agenda
- Setup Provider Profile
- Add Patient Demographics
- Submit Electronic Claims
- Find and Navigate Encounters
- Locate Patients
- Create New Encounter
Recently updated
(date updated)- Set P.O. Box as Remit-To Address on Patient Statments
- Kareo PM Training
- Add Doctor's Name Above Practice Name on Statement
- Clearinghouse Alert (09/14/16) - ENROLLMENT- REQUIRED; PROVIDER ENROLLMENT IS REQUIRED TO SUBMIT EDI CLAIMS TO THIS PAYER
- Create Auto Insurance Case
- Add an Electronic Auto Insurance Company
- Add an ePaper Workers' Compensation or Auto Insurance Company
- Add Insurance Company
- Add an Electronic Workers' Compensation Insurance Company
- Configure Insurance Company Settings
- Create Workers' Compensation Case
- Navigate the Enrollments Dashboard
- Enroll for Electronic Insurance Services
- 02 Enroll for Electronic Payers
- Enrollments FAQs
Recently added
(date created)- Set P.O. Box as Remit-To Address on Patient Statments
- Clearinghouse Alert (09/14/16) - ENROLLMENT- REQUIRED; PROVIDER ENROLLMENT IS REQUIRED TO SUBMIT EDI CLAIMS TO THIS PAYER
- Add an Electronic Auto Insurance Company
- Create Auto Insurance Case
- 02 Enroll for Electronic Payers
- Enrollments FAQs
- Enrollments
- Add Insurance Company
- Navigate the Enrollments Dashboard
- Add Workers' Comp or Auto Insurance Plan
- Clearinghouse Alert (07/06/16) - Member ID must be valid (BlueCross BlueShield of North Carolina)
- REJECTED AT CLEARINGHOUSE CLM REJECTED AT CLEARINGHOUSE FOR HIPAA COMPLIANCE
- Clearinghouse Alert (06/08/16) - Insured ID Number INVALID CODE
- NUBC Value Code(s) Acknowledgement/Returned as unprocessable claim
- Review Web User Roles and Permissions