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Kareo Help Center

Data Services: Export

Export your data from Kareo.

Services

Kareo offers paid exports for Billing, Clinical, and Robotic Process Automation (RPA) Clinical Notes and Documents. All exports are provided as is and cannot be customized, filtered, or altered in any manner. Review the options below to chose services that fits your needs.

Billing Export
Completed within 7-10 business days for $1,000.1

Export the following data out of your Kareo Billing practice as a .xls file:

  • Patient Demographics
  • Case (Policy)
  • Insurance List
  • Service Locations
  • Providers
  • Patient Notes & Alerts
  • Payer Scenarios
  • Appointments
  • Appointment Reasons
Clinical Export
Completed within 7-10 business days for $250.1

Export the following data out of your Kareo Clinical practice as a .xls file:

  • Clinical Notes
RPA Export
Completed within 15-20 business days.1

For $2,000, export up to 20,000 clinical notes and documents. Additional files are $0.10 per file to export.

Files can be exported as a .doc, .docx, .html, .jpeg, or .pdf.

1 Fees for a data exports are per practice. Contact Support to request a quote from the Data Services team if the scope of the export involves multiple practices.

FAQs

Answers to the most common data export questions.

Question Answer
Can data can we export ourselves at no cost? You can generate the following reports to manually export data out of Kareo Billing or Clinical:
Can we export our clinical documents? No, Kareo does not have a bulk export option for clinical documents. The practice will have to export these manually from Kareo.
How will we receive the exported data? The Data Services team will setup a shared folder via Share File where you can access your exported data once the project is completed.
How long does Kareo keep our data once we have exported? Kareo will keep the exported data on hand for 3 months once the project is completed.
Can I customize the way my data is exported? No, Kareo can only provide the exports in the formats listed above. They cannot be customized, filtered, or altered in any manner.
Can you release the data to my new vendor? The Data Services team will release the data directly to the contact for the project. If you like, you can give the new vendor access to the shared folder via Share File.
Do you have examples of how data exports? Yes, click the links below to download examples:

Updated: 06/17/2022

 

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