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_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_Claim_Scrubbing_Best_Practices.pdf
- Kareo_Payment_Posting_Guide.pdf
- Kareo_Managing_Copays_Guide.pdf
- Kareo_Guide_to_CMS_1500_Form_02-12.pdf
- Kareo_GuideToUB-04Form.pdf
- Kareo_Integrating_Kareo_and_the_Practice_Fusion_EHR.pdf
- Building_Custom_Reports_Excel_Add-in_Guide.pdf
- Kareo_Guide_to_CMS_1500_Form_08-05.pdf
- Kareo_Integration_API_Technical_Guide.pdf
- Kareo_Integration_with_WebPT_EHR_Guide.pdf
Most Watched Videos
- Printing an Encounter Form
- Calendar Settings
- Applying Patient Payments
- Set Up Users
- Optional Encounter Fields
- Generate Patient Statements
- Encounter Forms
- Add Patient Demographics
- Setting Up Time Blocks
- Set Up Payment Settings
- Calendar Settings
- Add Problems
- Add Patient Demographics
- Create New Encounter
- Navigate Billing Tasks in the Desktop Application
Recently updated
(date updated)- Configure Patient Statement Options
- Find, Edit, Deactivate, Delete Procedure Code
- Export Encounter as EDI 837 File
- NDC code [] is invalid. Procedure code <CPT> NDC code [] must be 11 digits
- Delete Service Location
- FINAL/DENIAL - FOR MORE DETAILED INFORMATION, SEE REMITTANCE ADVICE
- Install Microsoft Excel Add-In
- Download / Install Kareo and System Requirements
- Add a Paper-Based Workers' Compensation Insurance Company
- Issue Refund
- New Capitated Account
- Post Bonus Payment
- Find Capitated Account
- Apply Payments to Capitated Account
- Reverse Patient Payment
Recently added
(date created)- 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
- Issue Stripe Refund
- Enable or Disable Patient Payments
- Set Up Patient Payments