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Kareo Help Center

Proof of Timely Filing

Generate a proof of timely filing (POTF) in the Desktop Application for claim(s) submitted to the clearinghouse Trizetto. 

Important Notes:

  • POTF cannot be generated for claims that were billed out on paper.
  • POTF can only be generated if the claim successfully submitted to the clearinghouse and received a tracking number.
  • Timely filing requirements varies by payer, reach out the payer for specific time frames.
  • This feature is not available for Billing accounts formerly managed by Kareo (KMB).


Print a Proof of Timely Filing

  1. Click Encounters > Track Claim Status. The Find Claims window opens.
  2. Look for and open the claim. The Edit Claim window opens.
  3. Click Action > Proof of Timely Filing. The Proof of Timely Filing window opens.
    • If there are multiple tracking numbers, choose the tracking number of the date of submission needed.
  1. Once the Proof of Timely Filling generates, click Print. The standard Print dialog window opens.
  2. Select your printer and click Print.

Repeat steps 2-5 if there are multiple claims associated to the encounter to print a POTF for each claim.



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