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 Guide
- 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
- Paper to Electronic Claim Guide: Professional Health Care Claims
- Payment Posting Guide
- Guide to Common Claim Rejections.pdf
- Kareo_Claim_Scrubbing_Best_Practices.pdf
- Kareo_Payment_Posting_Guide.pdf
- Kareo_Integration_with_WebPT_EHR_Guide.pdf
- Kareo_Guide_to_CMS_1500_Form_08-05.pdf
- Building_Custom_Reports_Excel_Add-in_Guide.pdf
- Kareo_Integration_API_Technical_Guide.pdf
- Kareo_GuideToUB-04Form.pdf
- Kareo_Integrating_Kareo_and_the_Practice_Fusion_EHR.pdf
- Kareo_Guide_to_CMS_1500_Form_02-12.pdf
- Kareo_Managing_Copays_Guide.pdf
Most Watched Videos
- Video: Weekly Reports
- Video: Submit Electronic Claims
- Video: Set Up Provider Profile
- Video: Set Up Payment Settings
- Video: Edit Practice Information
- Video: Add Insurance Plan
- Video: Add Service Locations
- Video: Automated Patient Billing Reporting
- Video: Automated Patient Billing Activity
- Video: Send Patient Statements Through Mailing Service
- Video: Email Balance Reminders
- Video: Navigate and Manage Reports
- Video: Text Balance Reminders
- Video: Add a Patient Photo
- Video: Set Up Users
Recently updated
(date updated)- Electronic Claims: Rebill One Line of Service
- Submit Electronic Claims
- Messages Settings
- Toolbar
- Messages
- Send New Message
- Patient Groups
- Message Templates
- Reactivate User Account
- Web User Roles
- Kareo API Integration User Guide
- Get Started: Kareo SOAP APIs
- Resubmit Claims with Payer Assigned Number
- Electronic Claim Processing and Rejections
- Electronic Claims (E-Claims)
Recently added
(date created)- Resubmit Claims with Payer Assigned Number
- Video: Navigate Key Indicators Summary Report
- Video: Navigate A/R Aging Report
- Payment Record Log
- Video: Add Patient Statement Note
- Reverse Adjustment
- Video: Submit Superbill from Practice Fusion
- Partner Integrations
- Video: Kareo and Practice Fusion Integration Setup
- Video: Cash Practice Reports
- Video: Collect Cash Patient Payment
- Video: Other Reports
- Video: Customize Reports
- ERA Splitting Options
- Video: Daily Reports