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Kareo Help Center

4. KMB End of Day

At the end of the day (or early the next day), create a daily scan batch of all patient intake packets and forms:

  • Collect all the documents and count the number of pages.
  • Add the Charge cover sheet indicating the page count.
  • Scan and upload the Batch to the Kareo Application under Kareo Documents with the label "Superbill Batch."

Note: The file must be named as follows:

  • First three letters of Practice Name + Kareo ID + Hyphen + Scan Date + extension "CHG"
  • Example: AME12345-06012015CHG

 

*If any items above are missing, practice will receive "Practice Rework" reports delivered weekly via Kareo's in-app messaging feature.

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