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_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_Claim_Scrubbing_Best_Practices.pdf
- Kareo_Payment_Posting_Guide.pdf
- Kareo_Guide_to_CMS_1500_Form_08-05.pdf
- Building_Custom_Reports_Excel_Add-in_Guide.pdf
- Kareo_Integration_with_WebPT_EHR_Guide.pdf
- Kareo_Integration_API_Technical_Guide.pdf
- Kareo_Integrating_Kareo_and_the_Practice_Fusion_EHR.pdf
- Kareo_GuideToUB-04Form.pdf
- Kareo_Guide_to_CMS_1500_Form_02-12.pdf
- Kareo_Managing_Copays_Guide.pdf
Most Watched Videos
- Add Vitals
- Access Note Sections/Templates
- Set Up Provider Profile
- On Demand Print
- Add Referral Sources
- Enter Patient Alert
- Checking In a Patient
- Send Referral
- Create a Note
- Document Upload
- Transfer Balance to Patient Responsibility
- Work Billing Tasks in the Desktop Application
- Add Referring Providers
- Add Insurance Plan
- Navigate Agenda
Recently updated
(date updated)- Messages
- Tasks
- Reactivate Practice
- Reactivate Provider
- Deactivate Practice
- Stripe and Patient Payments FAQs
- Collect Patient Payment
- Enable or Disable Patient Payments
- Patient Payments Card Reader FAQs
- Set Up Patient Payments
- Access Patient Portal
- Activate Patient Portal
- Provider Performance Report
- Providers
- Advanced Provider Override Settings
Recently added
(date created)- Access Patient Portal
- Advanced Provider Override Settings
- Create New Message
- Error CefSharp.Core.dll during installation
- Reactivate User Account
- User Account Locked (Desktop Application)
- Multi-Practice Provider 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