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Kareo Help Center

Claim Record Log

Updated: 08/08/2022
Views: 2189

To assist in staff management and patient privacy, the Log tab on a Claim record tracks key changes made to the record. Anytime a change is made to the record, the log records the following:

  • Time: The date and time the action was performed.
  • User: The user who performed the action.
  • Description: A brief description of the action.

View Claim Record Log

  1. Find the claim then double click to open. The Edit Claim window opens.
  2. Click the Log tab. The list of actions performed displays.
    Note: Only actions performed after June 23, 2012 are available. 
  3. If any changes were made, a list of changes displays. Click a row to view additional information related to the change.
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