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Kareo Help Center

View Monthly Summary of Kareo Account

To view the monthly amount of providers, clearinghouse transactions, patient statements, and document storage, you can run the Customer Account Summary report

1. Click ReportsCompanyCustomer Account Summary in the top menu.

2. The report will default to the previous month.

  • To run the report for different dates:
    • Enter the desired date range by making the selection in the Dates drop-down menu or enter the dates in the From and To fields.
    • Click Refresh on the top right of the window.
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