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Kareo Help Center

New Capitated Account

Under a capitated insurance contract, the provider is paid a pre-established amount that is not contingent upon the type of procedures performed; rather the procedure is performed on a patient who is insured under a capitated insurance plan. Kareo  supports billing for providers who perform procedures under capitated insurance contracts.

To apply a payment or a portion of a payment to a capitated account, you must first create a capitated account if one has not already been set up. Once the account is created, you then select the payment that is associated with the account and apply payment.

New Capitated Account

  1. Click Encounters > Find Capitated Account. The Find Capitated Account window opens.
    Note: To avoid duplication, best practice is to first search for the capitated account to see if it already exist in the system.
  2. Click New. The New Captitated Account window opens.
  3. Enter the Account Name for the capitated account.
  4. Optional, enter a Memo.

Apply Payment

  1. Click Add. The Select Payment window opens.
  2. If applicable, click on the All tab.
  3. Search for and select the payment with the unapplied capitated money.
  4. Click Ok. The payment is added to the New Capitated Account window.
  1. Click in the field under the Capitated Amount column and enter the amount from the payment that is capitated.
  2. Click Enter on your keyboard.
    • Additional payments may be applied by following steps 1 - 6.
  3. Click Save when finished.
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