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Kareo Help Center

Automated Patient Billing Settings

Updated: 11/10/2021
Views: 1606

Kareo Patient Collect activated customers have the option to enable Kareo's Automated Patient Billing and take the guesswork out of patient statements. Our intelligent patient messaging optimizes both digital and mailed statements to save you time and get you paid faster. For more information or questions about Automated Patient Billing, review the FAQs

Users with the System Administrator and/or Biller web role(s) can access the Automated Settings that allow you to enable, disable, and set exclusions for automated patient billing.

Note: Prior to enabling Automated Patient Billing, configure the Patient Statement Options and prepare patient statements in the Desktop Application (PM) as necessary to ensure patient statement information is correct and up to date.​​​​​​

Access Automated Patient Billing Settings

  • Hover over the Billing icon and click on Automated Patient Billing. The Automated Patient Billing page opens with Automated Settings selected by default.
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Navigate Automated Settings

  1. Enable Automated Patient Billing: Click the toggle on to enable or off to disable automated patient billing. 
  2. Schedule: The pre-set schedule for sending statements to eligible patients in the automated billing cycle.
  3. Exclusions: The following criteria can be modified prior to enabling automated patient billing.
    • Patient Balance less than: To exclude patient balances that do not meet a specific amount, enter the minimum patient balance amount. Then, click Update to save. 
    • Patients to Exclude: To exclude a specific patient, enter the first few letters of the patient's name in the search box. Then, click to select the patient from the auto-populated results list. 
    • Excluded Collection Categories: Auto-populates based on the Collection Categories in the Desktop Application (PM). Patients associated with a Collection Category record that indicates "Send Statement?" is disabled are excluded from automated patient billing. 
    • Excluded Payer Scenarios: Auto-populates based on the Payer Scenarios in the Desktop Application (PM). Patients with charges associated with a Payer Scenario record that indicates "Send patient statements?" is disabled are excluded from automated patient billing.
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Enable Automated Patient Billing

Prior to enabling Automated Patient Billing, configure the Patient Statement Options and prepare patient statements in the Desktop Application (PM) as necessary to ensure patient statement information is correct and up to date.

  1. Review the information under the Schedule section.
  2. Review the information under the Exclusions section. If necessary, enter or modify the criteria.
  3. Once finished, click the Enable Automated Patient Billing toggle on. The Enable Automated Patient Billing pop-up window opens.
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  1. Review the information. Then, click to select the checkbox to indicate the additional charge(s) are understood. 
  2. Click Enable Automation. Automated patient billing is enabled.

Once enabled:

Billing_AutomatedPatientBilling_Enable.png

Disable Automated Patient Billing

  1. Click the Enable Automated Patient Billing toggle off. The Disable Automated Patient Billing pop-up window opens.
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  1. Review the information then click Disable Automated Patient Billing. Automated patient billing is disabled.
    Note: Once disabled, automated patient billing for all patients currently in a cycle ends and they will not receive any additional statements. If automated patient billing is enabled at a future date, a new cycle restarts (on Day 1) for all eligible patients to begin receiving statements. Additionally, the cycle will only begin for a patient once a new balance amount is transferred and added to their patient responsibility. 
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