After submitting an electronic service enrollment request, refer to the Insurance dashboard for status updates and items that require action from the practice.
Enrollment Status Indicators
|Status||Description||Displays When||Next Step|
|Claims and Eligibility: You can start sending claims and eligibility requests immediately.
ERAs: You are set up to receive ERAs. (Allow up to 60 days for the first ERA file to be delivered.)
||Configure settings for each insurance company in Kareo's Desktop Application (PM). Read our Configure Insurance Company/Payer Settings help article to learn more.|
|Enrollment can be submitted for the service.
Note: Due to a change in Kareo's enrollment processes, active payers enrolled prior to mid-2013 may show an Enrollment Required status on the Enrollment Dashboard.
|The insurance company and practice are located in the same state, but enrollment is required for the service.||Assisted Enrollment Customers: Submit enrollment requests for electronic services through Kareo.
Self-Enrollment Customers: Complete and submit all required payer enrollment agreements.
|The enrollment request has been submitted to Kareo.||The enrollment request has been submitted but not triaged.||None|
|The Enrollments Team is working on the case.||The enrollment request is being triaged.||Assisted Enrollment Customers: Kareo submits forms to the insurance company for enrollment. If additional information is required, an email will be sent to the practice with action items.|
|Waiting on response from insurance company.||All of the proper forms have been submitted to the insurance company.||Assisted Enrollment Customers: Kareo follows up with the insurance company for enrollment processing updates.
Self-Enrollment Customers: Follow up with the insurance company for enrollment processing updates. Send any enrollment approvals you receive to Kareo at email@example.com.
|Enrollment cannot continue until action items are resolved.||Action is required of you.||Check your email for details from Kareo about what information is required.|
|The service is not available.||The electronic service is not supported by Kareo.||None|
|ERAs are being received from the insurance company.||At least one ERA has been received from the insurance company and posted in Kareo.||None|
|The enrollment request is canceled.||Enrollment for the service has been canceled due to reasons such as customer request, duplicate submission, or the insurance company no longer being active.||Check your email for details about the cancelation.|
|The enrollment request is denied.||Enrollment was denied by the insurance company.||Check your email for information about the enrollment denial.|
|The enrollment request is on hold and cannot be processed.||Enrollment cannot continue for an undetermined length of time due to a processing issue with the insurance company, clearinghouse, or Kareo.||Check your email for information from Kareo.|