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Kareo Help Center

CLIA Rejections

Follow the workflow below to help prevent CLIA number rejections or denials.

Populate CLIA Number

The CLIA number is entered in the Service Location.

  1. Click Settings > Service Locations. The Find Service Location window opens.
  2. Double-click on the service location that needs the CLIA number. The Edit Service Location page opens.
  3. Populate the CLIA Number field.
    Note: The CLIA number must be uppercase and in the following 10-digit format: 11D1111111.
  4. Click Save.

Repeat steps 2-4 if there are multiple service location that requires a CLIA number.


Create Encounter

  1. Create a new encounter.
  2. The service location selected must have the CLIA number populated.
  3. For the CLIA number to populate on the claim, the type of service (TOS) for the procedure code must be 5 - Diagnostic Laboratory.
    1. Enter the procedures, diagnoses and charges as applicable.
    2. Verify the TOS for the procedure is 5 in the procedure line.
      1. If the TOS is not set to 5, click the drop-down arrow under TOS.
      2. Select 5 - Diagnostic Laboratory.
  4. Continue to populate the necessary fields on the encounter.
  5. When finished, choose one of the following:
    • Click Save as Draft: Places the encounter in Draft status.
    • Click Save for Review: Places the encounter in Review status.
    • Click Approve: Places the encounter in Approved status.



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