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Kareo Help Center

Export a Superbill into Kareo Practice Management

If your Kareo Clinical account is integrated with Kareo Billing, you can export your superbills from Kareo Clinical into Kareo Billing. Once exported, the superbill is stored in the Draft tab of the Encounters window and can be further processed.

Navigate to Patient Chart / Notes

  1. Enter the first 2–3 letters of the patient's name in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's chart / Face Sheet  opens.
  3. Click Notes in the left menu. The Notes page opens.

Export a Superbill into Kareo Billing

  1. Click Open to the right of the note. The note opens.
  2. Click Superbill on the bottom taskbar. The Superbill - Coding window opens.
  3. Once the superbill is complete, set the superbill status on the bottom taskbar to "Ready to Submit."
  4. Click Save. The superbill is saved in Kareo Clinical and a new Draft encounter is stored in Kareo Billing.

View the Superbill in Kareo Billing

  1. Log in to Kareo Billing.
  2. Click Encounters, then Find Encounters in the left menu.
  3. Superbills are located under the Draft  tab.
  4. Locate the superbill (encounter) and double-click to open it.


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