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Export Contracts and Fees

Updated: 12/10/2020
Views: 2100

Once added in Kareo, standard fee schedules and contract rates can be exported to Excel as a backup. Then, they can also be printed as needed. 

Export Contracts and Fees

  1. Click Settings > Contracts and Fees. The Contracts and Fees window opens at the Standard Fees tab by default and displays the list of standard fee schedules.
    • If exporting a payer contract, click the Contract Rates tab. The list of payer contracts display.
  2. Click on the standard fee schedule name or contract name that needs to be exported. The standard fee schedule or payer contract window opens.
    Tip_Icon.pngTip: When there are numerous listed, use the Status Filter to narrow the list and quickly find the desired fee schedule or payer contract.
  3. Click Save to Excel and use the computer's Save as function to save the Excel file with the appropriate name and file location. 
    • To print the standard fee schedule or contract, locate and open the saved Excel file. Review it and make any necessary edits then print using the computer's print function.
  4. Click Back to return to the Standard Fees or Contract Rates list, or close the window if finished.

Repeat these steps for each standard fee schedule or contract as necessary.

Desktop_ContractsandFees_SavetoExcel.png

 

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