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 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_Integration_API_Technical_Guide.pdf
- Kareo Integration API Technical Guide
- 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_02-12.pdf
- Kareo_Managing_Copays_Guide.pdf
- Kareo_Integrating_Kareo_and_the_Practice_Fusion_EHR.pdf
- Kareo_Integration_with_WebPT_EHR_Guide.pdf
- Kareo_Guide_to_CMS_1500_Form_08-05.pdf
- Kareo_Integration_API_Technical_Guide.pdf
- Building_Custom_Reports_Excel_Add-in_Guide.pdf
Most Watched Videos
- Checking In a Patient
- On Demand Print
- Document Upload
- Transfer Balance to Patient Responsibility
- Edit Practice Information
- Add Insurance Plan
- Add Referring Providers
- Add Referral Sources
- Add Insurance Plan
- Set Up Provider Profile
- Send Referral
- Add Vitals
- Enter Patient Alert
- Create a Note
- Work Billing Tasks in the Desktop Application
Recently updated
(date updated)- Encounter with Eligibility Info Enabled
- Encounter Options
- Create a Patient
- Keyboard Shortcuts
- Subscriber and Subscriber ID Mismatched
- Kareo PM Training
- Create Messages
- 5010 Edit: Claim filing indicator code is either missing or one of the invalid codes such as 09, 10, LI for a 5010 claim. Change the insurance program type on the "Edit Insurance Company" screen under the General tab such as CI, MB, etc.
- Menu Bar
- Best Practices for Preventing Claim Rejections
- Dashboard Navigation
- Formatting Options
- Download / Install Kareo and System Requirements
- Find Encounter
- Delete Collection Category
Recently added
(date created)- Encounter with Eligibility Info Enabled
- Subscriber and Subscriber ID Mismatched
- Create Messages
- Invalid N402 state abbreviation
- THE DIAGNOSIS CODE (_____) AND MODIFIER (__) COMBINATION ARE INAPPROPRIATE
- Entity's name
- Missing NM103 - subscriber last name
- Missing NM104 - subscriber first name
- Subscriber ID number must be 6 or 9 digits with 1-3 letters in front
- Acknowledgement/Returned as unprocessable (BCBS/UHC/Aetna)
- Insured or Subscriber
- Missing NPI
- Missing N401 city in address
- Missing N402 state in address
- This claim is NOT REJECTED and has been submitted to United Healthcare