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Kareo Help Center

Review Insurance Collections

Insurance Collections provides tracking and insight into the status of claims submitted to payers. This section of the system is accessible to users with the role of System Admin and Biller.


Access Insurance Collections

Hover over the Billing icon on the top menu and click Insurance Collections. All insurance claims for the practice display.


Review Insurance Collections

  1. Click a category on the left menu to view claims by status.
    • All (default): Displays a list of all claims submitted to payers with open balances that are in the responsibility of the insurance company.
    • Rejected: Claims rejected by the payer
    • Denied: Claims denied by the payer
    • Waiting for adjudication: Claims waiting on payer response
    • Needs investigation: Claims without activity for 21 days (electronic claims) or 30 days (paper claims). 
  2. Click the drop-down menu options to filter claims within a status:
    • Sort: Select Priority (default), Date of Service, or Claim Amount. Click once to view ascending order (up arrow displays) or twice for descending order (down arrow displays).
    • Provider: Select All Providers (default) or an individual provider name
    • Location: Select All Locations (default) or an individual practice location
    • Time frame: Select Forever (default) or a period of time
  3. Search for a claim by entering a patient name, encounter number, or insurance name in the search box.
  4. Each list item shows the claim date, claim ID, patient, provider, charge amount, number of procedures, and payer.
  5. The orange exclamation icon indicates a rejected claim.
  6. The red exclamation icon indicates a denied claim.
  7. The green arrow icon indicates claim processing is moving forward.



Track a Procedure

  1. Click on a charge on the Insurance Claims window. The charge details open. 
  2. Hover over each timeline stage to view the description.
    • Claim Submitted by Practice
    • Resubmission (rework)
    • Insurance Collections (primary)
    • Insurance Collections (non-primary)
    • Patient Collections
  3. Follow claim progress through color coding.
    • Green: Complete
    • Dark gray: In progress
    • Light gray: Not started
  4. A description of the latest claim activity displays above the timeline. 
  5. Click the Actions drop-down to view the charge.



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