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Kareo Help Center

View Clearinghouse Reports

Clearinghouse reports help you manage and monitor various billing workflow tasks; from claim processing to posting payments. These reports are generated on a daily, weekly or monthly basis depending on the type of report.

View Clearinghouse Report

  1. Click Encounters > Clearinghouse Reports. The Find Clearinghouse Report window opens.
  2. To open, highlight the report and click View or double-click on the report.
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Example Claim Processing Report

The claim processing includes Kareo's, the clearinghouse's, and the payer's acknowledgements/rejections.

For the most common rejections and resolutions, go to Claim Rejections.

  1. Kareo Claim ID: Click to access the encounter.
    • Numeric before the "z" is the encounter number.
    • Numerics after the "z" is the Kareo account ID.
  2. Message: Details about the acknowledgement or rejection.
  3. Status: The claim is acknowledged (ACK) or rejected (REJ).
  4. Comments: Enter comments to add reminders or collaborate with other staff members.
  5. Save: Click to save the changes.
  6. Print: Click to print the report.
    Note: Comments will not be printed.
  7. Mark As Reviewed: Click after reviewing a report and no further action is needed.

 

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Example Patient Statement Report

The patient statement report is only available if patient statements were sent through Kareo's third party mailing house, RevSpring.

  1. Patient detail:
    • Patient ID number
    • Patient name
    • Balance due
  2. Patient statement details:
    • Total Records Received: Number of patient statements submitted from Kareo.
    • Total Statement/Invoices Printed: Number of patient statements printed.
    • Total records ignored due to casserror: Number of patient statements ignored due to an error. A corresponding PSC Cass Errors report will be available in the clearinghouse report.
  3. Comments: Enter comments to add reminders or collaborate with other staff members.
  4. Save: Click to save the changes.
  5. Print: Click to print the report.
    Note: Comments will not be printed.
  6. Mark As Reviewed: Click after reviewing a report and no further action is needed.

 

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Example Electronic Remittance Advice (ERA)

ERAs are generated by the payer and sent to the clearinghouse. The clearinghouse processes the file and sends them to Kareo. Verify if the payer requires enrollments.

Review the Transaction Information, Payer, Payee, and claim information.

  1. Comments: Enter comments to add reminders or collaborate with other staff members.
  2. Save: Click to save the changes.
  3. Print: Click to print the report.
    Note: Comments will not be printed.
  4. Save As: Click to save the ERA as an 835 text file.
  5. Mark Reviewed: Click after reviewing a report and no further action is needed.
  6. Post Payment: Click to post the payment. Once saved, the ERA will automatically be marked as reviewed.
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