Desktop Application - PM
Help Articles
The images included in these resources are intended for illustration purposes only and may not be exact representations of the product.
- Desktop Application (PM) User Guides
- Admin Setup Guide
- Building Custom Reports - Microsoft Excel Add-in Guide
- Integrating Kareo and Practice Fusion
- Kareo Claim Scrubbing Guide
- Kareo Guide to UB-04 Form
- Kareo Integration with WebPT EHR Guide
- Managing Copays Guide
- Paper to Electronic Claim Guide: Professional Health Care Claims
- Payment Posting Guide
Most Watched Videos
- Video: Add Patient Statement Note
- Video: Add Referring Providers
- Video: Patient Statements Delivery Report
- Video: Collection Categories
- Video: Document Medication Reconciliation
- Video: ePrescribe Controlled Substance
- Video: Add Insurance Plan
- Video: Navigate Clinical Reports
- Video: Activate Patient Collect (Stripe)
- Video: Track Claim Status
- Video: Refund Patient Payment
- Video: Authorize Provider for EPCS
- Video: Send Patient Statements Through Mailing Service
- Video: Cash Practice Reports
- Video: Customize Reports
Recently updated
(date updated)- kFax Number
- Video: Electronically Post ERA Payment
- Video: ERA Reports
- Video: Locate ERAs
- Document Storage and Best Practices
- Video: Apply Payments from EOBs
- Video: Manually Post Insurance Payment
- Video: Send Patient Statements Through Mailing Service
- Video: Email Balance Reminders
- Video: Text Balance Reminders
- Video: Create Patient Case
- Activate Patient Portal
- Admin Setup Guide
- Payer Responsibility Sequence Number Code cannot occur more than once within a claim
- Insurance Type Code is required for non-Primary Medicare payer. Element SBR05 is missing. It is required when SBR01 is not 'P' and payer is Medicare
Recently added
(date created)- Update Payment Method
- Manage Account
- Two-Factor Authentication (2FA)
- Apply for Tebra Payments
- Collect Patient Payment
- Resubmit Claims with Payer Assigned Number
- Video: Navigate Key Indicators Summary Report
- Video: Navigate A/R Aging Report
- Two-Factor Authentication (2FA) for Sign In
- Payment Record Log
- Video: Add Patient Statement Note
- Reverse Adjustment
- Video: Submit Superbill from Practice Fusion
- Partner Integrations
- Video: Kareo and Practice Fusion Integration Setup