Medical Billing Tip of the Month – December

Using Kareo to Prepare Accounts for Collections

Kareo helps me manage my accounts that I am preparing for collections. These are the steps I use:

Under Settings > Other Lists > New/Find Collection Category, add the verbiage that you want to print on
the statement. It can be a friendly reminder that you did not receive their monthly payment or a “PAST DUE Pay Immediately” message. You can set up as many different ones as you want.

Then under View Patient Account, pull up the patient, change their collection status to whichever collection category is applicable.

Then you can run a report listing all the patients for each category or just a summary to show financial detail only. Under Accounts Receivable > Patient Collection Summary/Detail, you can sort the report alphabetically, by doctor, or location.

Tammy Chidester, CPC, CPMA, CEMC, PCS
MERA Consulting
(304)460-9276

Thank you to all who entered; please be sure to submit your Medical Billing Tip of the Month to Marketing@Kareo.com by Tuesday, January 3, for inclusion in the next round of judging. You will win a $250 American Express gift card if your tip is chosen. Good luck!