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_Managing_Copays_Guide.pdf
- Kareo_GuideToUB-04Form.pdf
- Kareo_Guide_to_CMS_1500_Form_02-12.pdf
- Kareo_Integrating_Kareo_and_the_Practice_Fusion_EHR.pdf
- Building_Custom_Reports_Excel_Add-in_Guide.pdf
- Kareo_Integration_API_Technical_Guide.pdf
- Kareo_Integration_with_WebPT_EHR_Guide.pdf
- Kareo_Guide_to_CMS_1500_Form_08-05.pdf
Most Watched Videos
- Video: Add Referral Sources
- Video: Set Up Users
- Video: Set Up Appointment Reminders
- Video: Add Referring Providers
- Video: Navigate Patient Chart
- Video: Basic Navigation
- Video: Schedule Follow-up Appointment
- Video: Schedule Patient Appointment
- Video: Add a Patient Photo
- Video: Navigate Clinical Reports
- Video: Add Administered Injection
- Video: Enroll for ePrescribing
- Video: Provider Settings
- Video: Navigate eRx Requests Dashboard
- Video: eRx Change Requests
Recently updated
(date updated)- Video: Enroll for EDI Services
- Video: Navigate Enrollments Dashboard
- Video: EDI Enrollment Introduction
- Video: Insurance Companies
- Patient Statement Options
- Payer Scenarios
- Install Kareo and System Requirements
- ID Tech Card Reader End of Support FAQs
- Stripe Terminal Setup: Verifone
- Stripe Terminal: Purchase Reader
- Stripe Terminal FAQs
- Stripe Terminal Setup: WisePOS E
- Activate Kareo Patient Collect
- Patient Payments Settings
- Stripe and Patient Payments FAQs
Recently added
(date created)- Video: Navigate Enrollments Dashboard
- Video: EDI Enrollment Introduction
- Video: Insurance Companies
- Stripe Terminal FAQs
- Stripe Terminal Setup: WisePOS E
- Provider Documents
- Patient Payments Settings
- Stripe Terminal Setup: Verifone
- Custom Self-Pay Insurance Company and Plan
- Claims FAQs
- Stripe Terminal: Collect Patient Payment
- Stripe Terminal: Purchase Reader
- Add Procedures and Rates Manually
- Kareo Excel Add-In Transactions Report
- Kareo System FAQs