Skip to main content

 

Kareo Help Center

Print Paper Claims

When printing paper claims there are a few things to keep in mind:

  • When printing multiple claims for an insurance, each claim status must be at "Ready to send claims" in order for it to appear as a line item on the paper claim.

Find Claims - Ready to Send Status.jpg

  • If you are batch printing multiple claim types, select the Claim Type for the first batch (see below). After those are printed, you will see the Print Paper Claims window again. Select another Claim Type, change the paper in the printer, and click Print Claims for the rest of the batch.
  • After printing a paper claim (or batch of claims), you will be prompted with a dialogue box, "The Printing is complete. Has the form printed correctly?" Clicking yes changes the status of the claim to "Pending insurance."
  • If the alignment is off on the printed claim, you can adjust the alignment within Kareo PM, see Printer Printer Alignment.

To print a single claim

1. Click Encounters > Track Claim Status. The Find Claim window opens.

2. In the search bar, enter all or part of a keyword and click Find Now. You can also sort by clicking on a column header.

3. Once you find the claim you want to print, click once on the claim to highlight it.

4. Click Action and select "Print paper claim." The standard Print dialogue window opens.

5. Select your printer and click Print.

6. When prompted with "The Printing is complete. Has the form printed correctly?":

  • Click Yes: You have checked that the claim has printed correctly and the status of the claim will change to "Pending insurance."
  • Click No: You have checked that the claim has not printed correctly and the status remains "Ready to send claims."

Find Claim - Print Paper Claim.jpg

To print multiple claims

1. Click Encounters >Print Paper Claims in the top menu. The Print Paper Claims window opens.

2. Select the details:

Print Paper Claims - Step 1.jpg

  • Select a start date.
  • Insurance: Print for all insurance companies or click Insurance to select a specific company.
  • Patient: Print for all patients or click Patient to select a specific person.
  • Payer Scenario: Print for all payer scenarios or click the drop-down menu to select a specific scenario (e.g., Medicare, PPO, Workers Comp, etc).
  • Claim Type: Select the claim type to correspond with the form you want to print. If you are batch printing multiple claim types, select the Claim Type for the first batch. After those are printed, you will see the Print Paper Claims window again. Select another Claim Type, change the paper in the printer, and click Print Claims for the rest of the batch.
  • Optional: Check "Include settled claims" if desired.
  1. Click Print Claims. The standard Print dialogue window opens.

  2. Select your printer and click Print.

  3. When prompted with "The Printing is complete. Has the form printed correctly?":

  • Click Yes: You have checked that the claim has printed correctly and the status of the claim will change to "Pending insurance."
  • Click No: You have checked that the claim has not printed correctly and the status remains "Ready to send claims."