Patient Statements
Preparing and mailing patient bills
Lower your costs and save time by mailing patient statements with Kareo. You can use our patient statement services by preparing your patient bills electronically and submitting them to us for printing and mailing within 23 hours. Alternatively, you can also print on-demand statements directly from Kareo. Kareo helps you send patient statements in minutes not hours.
Auto-Mail Patient Statements
You can send patient statements through Kareo in three easy steps:
- Before you send statements, you can configure several options for your patient statement batch. You can set a minimum patient balance, for example, $5.00 or greater. You can set a maximum frequency, for example, once every 30 days. You can optionally disable patient statements by billing scenarios, such as workers' compensation.
- Once you configure your settings, you can prepare patient statements as frequently as you like with Kareo. As you prepare a batch of patient statements, Kareo lets you preview your patients and statements, review patient alerts associated with patients, and exclude individual patients. Once you are ready to mail your batch, simply click approve and your statements will be submitted to Kareo.
- Once a patient statement batch is received by Kareo, we mail your statements within 24 hours. Once a batch has been mailed, we generate and return a patient statement batch confirmation report showing the patients, balance, and date mailed.
Prepare On-Demand Patient Statements
At any time, you can also prepare on-demand patient statements if you would like to provide a patient with a walk-out statement or if you would like to send a patient their latest statement in response to balance inquiries.
