User Guides
Utilize the guides below to set up your practice for success.
Getting Started |
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| Onboarding Success Guide | Instructions on how to prepare for onboarding with Kareo. |
| Download the Admin Guide | Instructions on how to properly configure Kareo. |
Billing |
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| Paper to Electronic Claim Guide - Professional Health Care Claims | Instructions on where, in Kareo, to find commonly referenced paper and electronic claim data. Also included is a CMS-1500 (02/12) Claim Form to ASC X12 837P v5010 Crosswalk. |
| UB-04 Form | Instructions on how to map fields in Kareo to the UB-04 Form. |
| Claim Scrubbing Guide | Instructions on how to establish best practices around claim scrubbing processes. |
| Managing Copays | Instructions on how to manage and enter copays. |
| Payment Posting | Instructions on how to manually and automatically post payments. |
| Microsoft Excel Add-In | Instructions on how to install and use the Kareo Add-In for Microsoft Excel to build custom reports. |
| API Technical Guide | Instructions on how to build software applications that accesses the Kareo SOAP API. |
Clinical |
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| eLabs | Instructions on how to enroll in eLabs to order patient lab test electronically. |
| Template Editor Guide | Instructions on how to modify exiting templates and create custom templates. |