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Kareo Help Center

Navigate Services (Procedures)

Updated: 05/17/2023
Views: 213

Self-Pay Only enabled practices can easily find and manage services (procedures). Services can also be added to the appropriate Visit Reasons to auto-populate the code and fees on new charge captures.

Services (Procedures) are billed with Current Procedural Terminology (CPT) and Healthcare Common Procedure Coding System (HCPCS) codes used to accurately reflect the medical care provided to patients. The CPT and HCPCS code sets are included with Kareo and updated annually per American Medical Association (AMA) and Centers for Medicare & Medicaid Services (CMS) guidelines. However, you can deactivate or edit the local settings of these codes as needed. You can also create new procedure codes for any unlisted codes, miscellaneous fees, or products (e.g., supplies, supplements). 

Important Note: Procedures are not practice specific and are shared across all practices within the Kareo account. Any additions or modifications will affect the entire Kareo account and all practices associated with it. 

Access Services (Procedures)

  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
  2. Click Billing. Additional setting options expands.
  3. Click Services (Procedures). The Services (Procedures) page opens.

Navigate Services (Procedures)

  1. +Add Service: Click to create new procedure codes for any unlisted codes, miscellaneous fees, or products (e.g., supplies, supplements).
  2. Search by code or name: Enter at least the first three characters of the code or name to display results.
  3. Filters: By default, all active codes display.
    • To change the filters, click the Status or Created by drop-down.
      • Status: All, Active (default), or Inactive
      • Created By: All (default), System Generated, or Account Generated
    • To reset the filters back to all active codes, click Clear.
  4. Code Details: Displays the service Code, Official Name, Local Name, and Status
  5. Pagination: By default, each page displays up to 15 codes.
    • To change how many codes display per page, click the Rows per page drop-down and select 10, 15, 25, 50, 75, or 100.
    • To navigate forward or back, click the arrows.
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