PDF Guides & Manuals

Quick start guides

• Kareo quick start guide

  A quick reference guide to front-office and back-office functions including appointment scheduling, patient registration, charge entry, payment posting and sending claims. For front and back office users.

Feature guides

• Payment posting guide

  A feature guide to the new payment posting process introduced with the January 2007 release. For billers.

• Managing copays

  A feature guide to important changes to posting, tracking, and managing patient copays. Updated on February 2, 2007. For billers.

• Understanding Key Indicators Reports

  A feature guide to understanding how payments are represented on the Key Indicators Summary reports. For billing managers.

• Document Storage Policy & Best Practices

  A feature guide to using document management, optimizing your scanning settings, and managing storage space.

• Provider Performance Reports

  A feature guide to using the daily, weekly, and monthly automated provider performance report email service.

• Building Custom Reports

  Learn how to use your Kareo data and Microsoft Excel 2007 to build custom reports using the Kareo Add-In for Microsoft Excel.

• Integrating Kareo with Third-Party Applications

  Learn how to integrate Kareo's web-based medical billing software with third-party applications using the Kareo API. This enables software developers to build computer programs that access Kareo data and functionality.

• Integrating Kareo and the Practice Fusion EHR

  Learn how to establish a data interface between Kareo and the free, ad-supported Practice Fusion electronic health record system.

• Integrating Kareo and the WebPT EHR

  Learn how to establish a data interface between Kareo and WebPT, an EHR system specifically for physical therapists.

Implementation Guides

The Kareo Implementation Guides provide setup and configuration instructions to help you quickly implement new practices on the Kareo platform.

• Kareo Implementation Guide for Company Administrators

  Shows you how to setup and configure a new company and/or new practices on your Kareo account. For company administrators.

• Kareo Provider and Group Number Guide

  Instructions for configuring settings for paper and electronic claims for Classic claims settings mode (applies only to customers that signed up for Kareo before November 7, 2009). For company administrators.

• Kareo Claim Settings Guide

  Instructions for configuring settings for paper and electronic claims for New claims settings mode (applies only to customers that signed up for Kareo on or after November 7, 2009). For company administrators.

• Kareo Guide to the CMS 1500 Form

  Instruction guide with a mapping between fields in Kareo and boxes on the CMS 1500 forms. For billers.

• Kareo Guide to the UB-04 Form

  Instruction guide with a mapping between fields in the Kareo medical billing software and boxes on the UB-04 form. For billers.

• Kareo Security Group Template

  Provides a list of security permissions and a template for setting up security groups in your organization. For company administrators.

• Kareo Invoice FAQ

  Answers frequently asked questions about Kareo's invoices and customer billing policies and procedures. For company administrators.

Clearinghouse Guides

The Clearinghouse Guides provide guides and other resources for understanding electronic claims, electronic remittance, eligibility, and patient statement services.

• 5010 Compliance Checklist for Kareo Users

  Provides guidelines for making 5010 preparations within Kareo and gives updates on clearinghouse enrollments related to 5010. For company administrators.

• Kareo Patient Statement Guide

  Explains how to set up options and use patient statement mailing services. For company administrators.

• Kareo Enrollment Guide for Electronic Services

  Explains how to enroll new practices in clearinghouse services including electronic claims, ERA, and eligibility. For company administrators.

• Kareo Enrollment Checklist

  Simple checklist you can use to organize your tasks in enrolling your providers with Kareo, the clearinghouse, and payers. For company administrators.

• Instructions for Activating Electronic Claims

  Once you have received an enrollment approval from Kareo, you can use these instructions for activating electronic claims in the Kareo application. For company administrators.

• Kareo Claim Rejection Troubleshooting Guide

  Provides a list of the most common rejections along with information about how to correct and rebill rejected claims. For billers.

• Letter for Changing Submitter Number

  This is a template for a letter you would send to an insurance company in order to change a submitter number for a provider that is already enrolled with an insurance company. For company administrators.

• Letter for Changing Software Vendor with Gateway EDI

  This is a template for a letter you would send to Gateway EDI if you are an existing Gateway EDI customer and you would like to transition a provider to Kareo who is already enrollment with Gateway EDI. For company administrators.

• Real-Time Patient Eligibility

  A feature guide to setting up and using real-time patient eligibility requests to verify insurance.