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Kareo Help Center

Navigate the Billing Tasks Page

Kareo's Billing Tasks system helps coordinate fast and accurate insurance payments by creating a single place for you to complete your billing re-work. Whenever a biller requires information from you to complete a claim, it will appear in your Billing Tasks.

The Billing Tasks you see are assigned to you. You may also see additional Tasks for the practice, depending on the role assigned to you by your System Administrator.

  • System Administrator: Sees all tasks within the practice.
  • Biller: Sees all tasks within the practice.
  • Provider: Sees tasks where they are the rendering provider or scheduling provider on the associated encounter/claim.

Access Billing Tasks

  1. Hover over the Billing icon on the top menu and click Billing Tasks. 
  2. Hover over the Billing icon on the top menu and click Start Tasks.
  3. Click Start Tasks on the Billing Tasks Assigned to You card on the Agenda.

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Navigate the Billing Tasks Page

  1. A red exclamation point displays on the Billing icon in the top navigation bar when there are Billing Tasks that are past due.
  2. The top summary card displays values for Billing Tasks viewable to you based on your Kareo account permissions.
  • Assigned to you: Shows the number of outstanding tasks that are holding up claims from being processed.
  • Amount Past Due: This number reflects the total dollar amount for encounters associated with open Billing Tasks that are past the assigned due date.
  • Total On-Hold: Displays the total dollar amount for encounters associated with open Billing Tasks.
  • Oldest Task: Shows the number of days the oldest Billing Task has been open.
  1. Task categories (including the number of open tasks and dollar amount for claims in the category) display on the left menu. Click a category to view associated tasks.
  2. Click the drop-down menu options to filter claims within a category:
  • Sort: Choose to order tasks by Priority (default) or by the number of Days on Hold.
  • Assigned to: Choose to view All Billing Tasks (default) or those assigned to a specific user.
  • Provider: Select Billing Tasks for a specific provider or All Providers (default).
  • Status: Select to show All Billing Tasks (default), Tasks that are In Progress, or Tasks where work has Not Started.
  1. Enter a patient name or Task ID number to narrow search results.
  2. Billing Tasks display in the middle of the window. Each Task includes an optional priority level (high, normal, or low), the number of days on hold (days since the task was assigned), the Task ID number, the task subject, the patient and provider names (if applicable), and the dollar amount of the claim (if any).
  3. Shaded Tasks are awaiting response from the Kareo Success Team.
  4. Click Show Completed to include completed Tasks in category lists.

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