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Kareo Help Center

Apply Payments to Capitated Account

To apply a payment to a capitated account

  1. Click Encounters > Find Capitated Accounts.
  2. Once you find the capitated account, double-click on it to open.
  3. Select one or more payments that are associated with the capitated account and apply an amount to each payment:
  • Click Add at the bottom. The Select Payment window opens.
  • Locate the payment that is associated with the capitated account; double-click on it to select.
  • Click in the field under the Capitated Amount column. Enter the amount from the payment that is to be applied to the capitated account and press Enter on your keyboard.
  • Repeat this step to add all or a portion of another payment to the account.
  1. Click Save.
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