Skip to main content

 

Kareo Help Center

User Guides

Utilize the guides below to set up your practice for success.

Getting Started

 
Onboarding Success Guide Instructions on how to prepare for onboarding with Kareo.
Download the Admin Guide Instructions on how to properly configure Kareo.

Billing

 
CMS 1500 Form (02-12) Instructions on how to map fields in Kareo to the CMS-1500 Form version 02-12.
UB-04 Form Instructions on how to map fields in Kareo to the UB-04 Form.
Claim Scrubbing Best Practices Instructions on how to create a workflow for claim scrubbing procedures.
Managing Copays Instructions on how to manage and enter copays.
Payment Posting Instructions on how to manually and automatically post a payment.
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

 
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.

     

    • Was this article helpful?