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Kareo Help Center

To Do List

The To-Do List is automatically generated by the system to help you track your work and guide you through business processes. Below is an example of the list of items that may be displayed by the system along with a description of the conditions that cause the item to be displayed.

Note: What may actually appear in your To-Do List depends on your user (Medical Office user or Business Office user) and the user permissions set by your Kareo PM application administrator.

“Before you start billing for services…”

Task Description

Task may display:

Launch the New Practice Setup Wizard to finish setting up your practice.

If the New Practice Setup Wizard was not completed for setting up a new practice.

Enter the Contact Information for the medical practice.

If any of the following fields in the medical practice's record are blank: Employer ID, Address, Phone, or Fax. The text includes a hyperlink that, when clicked, opens the task that enables you to change the contact information for the practice.

Add one or more providers associated with the medical practice.

If no providers have been entered for the practice. The text includes a hyperlink that, when clicked, opens the Find Providertask where you can add one or more providers to the practice.

Configure the Electronic Claims Options for the medical practice.

To alert the administrator or other designated staff member that the electronic claim settings need to be configured. The text includes a hyperlink that, when clicked, opens the Electronic Claims Options task where you can configure the electronic claims options.

Configure the Patient Statement Options for the medical practice.

To alert the administrator or other designated staff member that patient statement options need to be configured. The text includes a hyperlink that, when clicked, opens the Electronic Patient Statements Options task, where you can configure electronic patient statement options.

 

“As part of your daily activities…”

 

Task Description

Task may display:

You have X Claims to send.

 

If there is at least one claim with the status of "Assigned to Insurance". The “X” is replaced with the number of encounters with a status of "Assigned to Insurance”. The text includes a hyperlink that when clicked, opens the Claims task with the “Assigned to Insurance" tab selected.

There are X Encounters to review.

 

If there is at least one encounter with a status of “For Review”. The “X” is replaced with the number of encounters with a status of “For Review”. The text includes a hyperlink that, when clicked, opens the Review Encounters task with the “For Review” tab selected.

You have X Draft Encounters to submit to the Business Office.

If there is at least one encounter with a status of “Draft”. The “X” is replaced with the number of encounters with a status of “Draft”. The text includes a hyperlink that, when clicked, opens the Track Encounters Status task with the “Drafts” tab selected.

You have X Rejected Encounters that require further review.

If there is at least one encounter with a status of “Rejected”. The “X” is replaced with the number of encounters with a status of “Rejected”. The text includes a hyperlink that when clicked, opens the Track Encounters Status task with the “Rejected” tab selected.

You have X Mobile Encounters that require processing.

If there is at least one mobile encounter with a status of “For Review”. The “X” is replaced with the number of encounters with a status of “For Review”. The text includes a hyperlink that, when clicked, opens the Mobile Encounters task with the “For Review” tab selected.

You have XX online payments to apply.

If you are a business office user and are enrolled in the Patient Billing service; this is the number of patient payments made online, ready to be applied.

There are X Patients scheduled for appointments today.

If there is at least one appointment matching today’s date”. The “X” is replaced with the number of appointments that match today’s date. The text includes a hyperlink that, when clicked, opens the Daily Appointments task.

You can fax documents to kFax # (XXX) XXX-XXXX.

If the practice chooses to use the kFax service available through Kareo PM. (The X's are replaced with the actual kFax number assigned to the practice by the billing office administrator.)

 

“As part of your monthly closing activities…”

 

Task Description

Task may display:

There are X Patient Statements to send.

If there is at least one patient statement to send. The “X” is replaced with the number of patient statements waiting to be sent. The text includes a hyperlink that when clicked, opens theGenerate Patient Statements task.

You should review monthly reports for omissions or errors.

 

If you have the appropriate permissions to review reports.

 

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