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Kareo Help Center

New Patients

  1. Issue new patient paperwork to be completed prior to appointment, either at check-in, via website or email after appointment is scheduled.
    1. HIPAA Privacy Practices
    2. Financial Policy
    3. Patient Registration Form
  2. Collect and verify that all new patient paperwork has appropriate signatures on all documents
  3. Obtain copies of current insurance card as well as driver’s license or government-issued identification for the patient being seen (when an adult).
  4. Throughout the day, enter in appropriate information from completed paperwork (demographics, insurance, responsible party, etc.) in the patient’s demographic section in Kareo.
  5. Place all completed new patient paperwork in a stack to be batch-scanned and sent to upload to Kareo Documents.
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