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Enrollment Status Indicators

Enrollment Status Indicators

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Updated: 11/19/2022
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After submitting an electronic service enrollment request, refer to the Enrollments Dashboard for status updates and items that require action from the practice.

Access Insurance

Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
Click Insurance. The Insurance Companies dashboard opens.

Enrollment Status Indicators

Status	Description	Displays When	Next Step
	Claims: Start sending claims immediately. Eligibility: Start checking eligibility immediately. ERA: Does not apply.	The payer has either approved the enrollment request or enrollment is not required.	Configure settings for each insurance company in Kareo's Desktop Application (PM).
	The enrollment request has been received by Kareo.	The enrollment request has been submitted but not yet triaged.	No action required by the practice.
	The enrollment request is under review by the Kareo Enrollments.	The enrollment request is being triaged.	Kareo Enrollments prepare forms for payer enrollment. If additional information is required, an email will be sent to the practice with action items.
	Claims: The request has been sent to the payer for processing. Eligibility: The request has been sent to the payer for processing. ERA: The request has been sent to the payer for processing.	All forms have been submitted to the payer.	Kareo Enrollments follows up with the payer for enrollment processing updates.
	Claims: Does not apply. Eligibility: Does not apply. ERA: Pending first ERA from the payer. Please allow 30-45 days for delivery.	The ERA enrollment has been approved by the payer and the practice is waiting for an ERA to be received in Kareo.	Once the ERA is received in Kareo, post the payment.
	Claims: Does not apply. Eligibility: Does not apply. ERA: Enrollment request is approved and the practice is receiving ERAs.	At least one ERA has been received from the payer and the payment has been posted in Kareo.	No further action required.
	Enrollment cannot continue until action items are resolved by the practice.	Action is required by the practice to complete enrollment.	Check email for enrollment instructions. Note: Emails are sent to the contact provided in step 5 of Enrollments wizard.
	Claims: The payer does not support electronic claims. Eligibility: The payer does not support electronic eligibility checks. ERA: The payer does not support ERAs.	The electronic service is not supported by the payer, clearinghouse, or Kareo.	No further action required.
	The enrollment request has been canceled.	The enrollment request has been canceled. Reasons for cancelation may include: customer request, duplicate submission, or the payer is no longer active.	If necessary, submit a new enrollment request for the payer. Otherwise, no further action required.
	The enrollment request has been denied by the payer.	The enrollment request has been denied by the payer.	Check email for information about the enrollment denial. Note: Emails are sent to the contact provided in step 5 of Enrollments wizard.
	The enrollment request is on hold. Please check email for details.	Enrollment cannot continue for an undetermined length of time due to a processing issue with the insurance company, clearinghouse, or Kareo.	Check email for additional information. Note: Emails are sent to the contact provided in step 5 of Enrollments wizard.
	The practice did not complete action items and enrollment request has expired.	The action items have not been completed within 45 business days.	Check email for information. To continue enrollment, submit a new enrollment request for the payer. Note: Emails are sent to the contact provided in step 5 of Enrollments wizard.