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.