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_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
- 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
Most Watched Videos
- Calendar Settings
- Add Problems
- Set Up Payment Settings
- Applying Patient Payments
- Printing an Encounter Form
- Patient Alerts
- Generate Patient Statements
- Setting Up Time Blocks
- Create New Encounter
- Kareo Charge Capture: Quick Code Import
- Navigate Billing Tasks in the Desktop Application
- Set Up Users
- Add Patient Demographics
- Add Patient Demographics
- Optional Encounter Fields
Recently updated
(date updated)- Kareo API Integration User Guide
- Get Started: Kareo SOAP APIs
- API Customer Key
- Update User Email
- Deactivate Practice
- Reset a User's Password
- Payment Posting User Guides
- Partner Integration User Guides
- Encounter User Guides
- Error 2318 File does not exist / Error 1603 Fatal error during installation
- Verify Patient Eligibility
- Verify or Edit Billing Information
- Service Location : Entity's Postal/Zip Code
- Referring Provider NPI is invalid. 2310A.NM1*09
- Onset of Current Illness or Symptom Date cannot be a future date. 2300.DTP*431
Recently added
(date created)- Multi-Practice Provider FAQs
- TriZetto Data Center Migration 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
- Common Claim Rejections Resolutions
- Verify Patient Eligibility
- Verify or Edit Payer ID
- View Clearinghouse Reports
- View/Edit Contract Rate