Cash Practice eLearning Course Videos

The following videos are part of the Cash Practice Training-Biller eLearning course on Kareo University. It is highly recommended to take the course beforehand to learn more about the cash practice workflows. The course is for billers who manage cash-only practices or providers who want to learn how to handle self-pay patients using the Kareo Web Platform and Desktop Application (PM).

Cash Practice eLearning Course Videos

Click on the icon to play the course video.

Collect Cash Payment: Learn how to collect a cash patient payment in the Web Platform.

Collect Cash Payment: Learn how to use the Collect Patient Payment feature to collect a cash patient payment in the Desktop Application (PM).

Create Charge Capture: Learn how to create a new self-pay charge capture in the Web Platform.

Approve Draft Encounter: If the new charge needs to be approved in the Desktop Application (PM), learn how to locate, review, and approve the draft encounter.

Reconcile Unapplied Patient Payment: Learn how to use the Accounts Receivable (A/R) Aging report in the Desktop Application (PM) to review unapplied patient payments.

Manage Claims: Learn how to track and manage remaining patient balances in the Desktop Application (PM).

Review Patient Account: Learn how to review the Account tab of a self-pay Patient record in the Desktop Application (PM).

Once you're ready to send patient statements for the remaining patient balances, review the Patient Statement Options, Add a Patient Statement Note (if applicable), and then Send Patient Statements.