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_Payment_Posting_Guide.pdf
- Kareo_Claim_Scrubbing_Best_Practices.pdf
- Kareo_Guide_to_CMS_1500_Form_08-05.pdf
- Kareo_Integration_API_Technical_Guide.pdf
- Building_Custom_Reports_Excel_Add-in_Guide.pdf
- Kareo_Integration_with_WebPT_EHR_Guide.pdf
- Kareo_GuideToUB-04Form.pdf
- Kareo_Guide_to_CMS_1500_Form_02-12.pdf
- Kareo_Managing_Copays_Guide.pdf
- Kareo_Integrating_Kareo_and_the_Practice_Fusion_EHR.pdf
Most Watched Videos
- Add a Patient Photo
- Set Up Users
- Edit Practice Information
- Set Up Provider Profile
- Add Referral Sources
- Add Referring Providers
- Upload Documents
- Add a Patient Photo
- Schedule Follow-up Appointment
- Schedule Patient Appointment
- Navigate Patient Chart
- Set Up Appointment Reminders
- Basic Navigation
- Calendar Settings
- Add Patient Demographics
Recently updated
(date updated)- Enrollments FAQs
- Providers
- Stripe and Patient Payments FAQs
- Set Up Patient Payments
- Convert NDCs from 10 digits to 11 digits
- Text Balance Reminders
- Deactivate Provider
- Web User Roles
- Verify or Edit Payer ID
- Verify or Edit Billing Information
- Invoicing FAQs
- Log into Kareo
- Reactivate User Account
- Create Temporary Password
- User Account Locked (Desktop Application)
Recently added
(date created)