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Kareo Help Center

Send Patient Statements

Updated: 06/24/2021
Views: 3953

Kareo offers four ways to get statements out to your patients quickly to reduce your patient billing cycle and increase revenue.

Once patient statements are prepared:

Note: If you have not already done so, configure the Patient Statement Optionsand if your remit-to address is a P.O. Box, there are two additional steps to complete when configuring the settings. 

Send Statements

  1. After preparing patient statements, click Send Statements at the bottom of the Find Claim window. The Send Patient Statements - Select Criteria window opens. 
    • To navigate from the Practice Home window, click Encounters on the top menu bar > Send Patient Statements.
  1. Enter the appropriate criteria to Filter Patients
    Note: The criteria auto-populates with the Default Batch Options set in the Patient Statement Options.
    • Patient Collect activated customers: To exclude patients with payment cards on file, click to select "Exclude patients with card on file".
  2. Click to select the Statement Delivery method(s):
  3. Click SHOW PATIENTS. The Send Patient Statements - Confirm Patient List window opens. 
  1. Review the patient list and information. 
    Note: The Statement Delivery column indicates the method(s) the patient receives the patient statements.
    • If applicable, click to clear the checkbox on the left of the patient's name to exclude the patient from receiving a statement.
  2. Click Send Patient Statements to send via text, email, and/or mailing service. A confirmation pop-up appears. 
    • To self-print the patient statements selected, click Other > Print Patient Statements. A confirmation pop-up appears. Click Yes to confirm and the Adobe print window opens to print the statements. In Kareo, the Patient Statements Sent window opens. Proceed to step 8. 
    • To save an XML file for another third party vendor to process the patient statements, click Other > Save to File. After saving the file, the Patient Statements Sent window opens. Proceed to step 8. 
  3. Click Yes to confirm. The patient statements are sent and the Patient Statements Sent window opens.
    • If patient statements are being sent through the mailing service, a transaction fee warning pop-up appears as well. Click Yes to agree to the charges and submit the statements.
  1. Make the appropriate selection to mark the patient statements as sent:
    • "Yes" is selected by default and updates the patient claims status to Pending patient
    • Click to select "No" if the patient claims status should remain as Ready to send statements.
  2. Click Finish



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