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Kareo Help Center

Enrollment Status Indicators

Updated: 12/20/2019
Views: 956

After submitting an electronic service enrollment request, refer to the Insurance dashboard for status updates and items that require action from the practice.

Access Insurance

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

Practice_Settings_Insurance.png

Enrollment Status Indicators

Status Description Displays When Next Step
EnrollmentsStatus_Ready.png 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.)
  • The service is available without enrollment.
  • The insurance company and practice are located in the same state and no enrollment is required for the service.
  • The insurance company and practice are located in different states, but no enrollment is required for the service.
Configure settings for each insurance company in Kareo's Desktop Application (PM). Read our Configure Insurance Company/Payer Settings help article to learn more.
EnrollmentsStatus_EnrollmentsRequired.png 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.
EnrollmentsStatus_RequestReceived.png The enrollment request has been submitted to Kareo. The enrollment request has been submitted but not triaged. None
EnrollmentsStatus_WorkinProgress.png 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.
EnrollmentsStatus_PendingInsurance.png 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 enrollments@kareo.com.
EnrollmentsStatus_PendingPractice.png 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.
EnrollmentsStatus_NA.png The service is not available. The electronic service is not supported by Kareo. None
EnrollmentsStatus_Live.png ERAs are being received from the insurance company. At least one ERA has been received from the insurance company and posted in Kareo. None
EnrollmentsStatus_Cancelled.png 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.
EnrollmentsStatus_Denied.png The enrollment request is denied. Enrollment was denied by the insurance company. Check your email for information about the enrollment denial.
EnrollmentsStatus_OnHold.png 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.
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