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Kareo Help Center

Enrollment Status Indicators

Updated: 05/21/2020
Views: 1262

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

Access Dashboard

  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_Approved.png 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).
EnrollmentsStatus_RequestReceived.png The enrollment request has been received by Kareo. The enrollment request has been submitted but not yet triaged. No action required by the practice.
EnrollmentsStatus_WorkinProgress.png 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.
EnrollmentsStatus_PendingInsurance.png 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.
EnrollmentsStatus_PendingFirstERA.png 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.
EnrollmentsStatus_ERAReceived.png 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.
EnrollmentsStatus_ActionRequired.png 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.
EnrollmentsStatus_NA.png 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.
EnrollmentsStatus_Cancelled.png 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.
EnrollmentsStatus_Denied.png 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.
EnrollmentsStatus_OnHold.png 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.
EnrollmentsStatus_Expired.png 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.

 

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