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Kareo Help Center

Export Fee Schedule

Once you have created the fee schedule in Kareo, it is recommended that you export it as a backup.

  1. Click Settings > Contracts & Fees. The Contracts and Fees windows open.
  2. Click the Standard Fees tab or Contract Rates tab to see a list of schedules for your practice.
  3. Use the Status Filter if necessary to sort the list.
  4. Once you find the schedule you want to export, click on the name to open it.
  5. Click Save to Excel. Save the schedule as an Excel spreadsheet.

Repeat for each fee schedule as necessary.

Save_As_Excel.png

 

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