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Kareo Help Center

About Payment Posting

The Payments section of Kareo PM enables you to easily post and manage payments. Through the Find Payments action, you can view a complete log of financial transactions associated with each charge, and view and re-open settled charges. Posting payments can be done in two ways:

  • Manually: Payments received in person or by mail from patients, insurance companies (Explanation of Benefits or EOB's) and other payers are applied manually. Patient payments made with a credit card or electronic check are also applied manually.
  • Automatically: Payments received electronically from an Electronic Remittance Advice (ERA) can be applied automatically.