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Kareo Help Center

Review Electronic Insurance Service Enrollment Status Indicators

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

Navigate to the Insurance Dashboard

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

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Enrollment Status Indicators

Status Description Displays When Next Step

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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.

 

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Enrollment can be submitted for the service.

Note: Due to a change in Kareo's enrollment processes, active insurance companies enrolled prior to mid-2013 may show an Available status on the Insurance Dashboard.

  • The insurance company and practice are located in the same state, but enrollment is required for the service.
  • The insurance company and practice are located in different states and 10 encounters have been submitted in a 30-day period.

Assisted Enrollment Customers: Submit enrollment requests for electronic services through Kareo.

Self-Enrollment Customers: Complete and submit all required payer enrollment agreements.

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Enrollment for this service is not available until criteria is met.

A minimum of 10 encounters must be submitted to the insurance company within a 30-day period before enrollment is available.

Submit at least 10 encounters to the insurance company within a 30-day period.

 

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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.

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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.

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The service is not available.

The electronic service is not supported by Kareo.

None

 

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ERAs are being received from the insurance company.

At least one ERA has been received from the insurance company and posted in Kareo.

None

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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.

 

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The enrollment request is denied.

Enrollment was denied by the insurance company.

Check your email for information about the enrollment denial.

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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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