How-To Articles Instructions for all Kareo features organized by a Table of Contents. Click on a topic below to expand the contents or use the search box above to search all articles. Welcome Get Started Installation System Requirements Download and Install Kareo Kareo Software Updates User Login Kareo Login with User ID/Password Password Change Data Entry Tips & Shortcuts Data Entry Tips Search Tips Shortcuts Dashboard Dashboard Navigation Workspace Menu Bar Toolbar Shortcuts Workflow Shortcuts Keyboard Shortcuts Record Search To Do List Dashboard Charts Payment Velocity Key Performance Indicators The Company Company Setup User Roles and Security Groups About User Roles and Security Groups Security Groups New Security Group Find Security Group Edit Security Group Delete Security Group User Roles New User Role Find User Role Edit User Role Delete User Role User Accounts New User Account Find User Account Edit User Account Lock User Account User Password Reset Delete User Account Security Policy Security Policy Options Insurance Lists About Insurance Companies and Plans Insurance List Management Insurance Companies New Insurance Company Paper Claim Settings Electronic Claim Settings Practice Specific Settings Find Insurance Company Edit Insurance Company Delete Insurance Company Merge Insurance Companies Merge Insurance Companies Insurance Plans New Insurance Plan Find Insurance Plan Edit Insurance Plan Delete Insurance Plan Merge Insurance Plans Merge Insurance Plans Codes Codes Setup Procedure Codes About Procedure Codes New Procedure Code Find Procedure Code Edit Procedure Code Deactivate Procedure Code Delete Procedure Code Procedure Modifier Codes About Procedure Modifier Codes New Procedure Modifier Code Find Procedure Modifier Code Edit Procedure Modifier Code Delete Procedure Modifier Code Procedure Categories About Procedure Categories New Procedure Category Find Procedure Category Edit Procedure Category Delete Procedure Category Diagnosis Codes About Diagnosis Codes New Diagnosis Code Find Diagnosis Code Edit Diagnosis Code Deactivate Diagnosis Code Delete Diagnosis Code Adjustment Codes About Adjustment Codes New Adjustment Code Find Adjustment Code Edit Adjustment Code Delete Adjustment Code Other Lists Other Lists Setup Attorneys Attorneys Setup New Attorney Find Attorney Edit Attorney Delete Attorney Employers Employers Setup New Employer Find Employer Edit Employer Delete Employer Workers' Comp Offices Workers' Comp Offices Setup New Workers' Comp Office Find Workers' Comp Office Edit Workers' Comp Office Delete Workers Comp Office Payer Scenarios Payer Scenarios Setup New Payer Scenario Find Payer Scenario Edit Payer Scenario Delete Payer Scenario Collection Categories Collection Categories Setup New Collection Category Find Collection Category Edit Collection Category Record Edit Patient's Collection Category Delete Collection Category Company-Wide Clearinghouse Reports Company-Wide Clearinghouse Reports The Practice About Practice Settings Practices Setup About Practices New Practice Setup Wizard Practice Information Find Practice Edit Practice kFax Number Deactivate Practice Reactivate Practice Providers About Providers New Provider New Provider Claim Settings Find Provider Find Provider Edit Provider Edit Provider Delete Provider Delete Provider Deactivate Provider Deactivate Provider Reactivate Provider Reactivate Provider Service Locations New Service Location Find Service Location Edit Service Location Delete Service Location Departments Departments Setup New Department Find Department Edit Department Delete Department Contracts About Contracts New Contract New Contract General Contract Information Add Insurance Plans Fee Schedule Import Wizard Add Fee Schedule Print Fee Schedule Add Providers Add Service Locations Find Contract Find Contract Edit Contract Edit Contract Delete Contract Delete Contract Encounter Forms Encounter Forms Setup New Encounter Form Find Encounter Form Edit Encounter Form Delete Encounter Form Procedure Macros About Procedure Macros New Procedure Macro Find Procedure Macro Edit Procedure Macro Delete Procedure Macro Referring Physicians About Referring Physicians New Referring Physician New Referring Physician General Physician Information Find Referring Physician Find Referring Physician Edit Referring Physician Edit Referring Physician Delete Referring Physician Delete Referring Physician Categories Categories Setup New Category Find Category Edit Category Delete Category Practice Options Practice Options Setup Closing the Books Encounter Options Reporting Options Electronic Claims Options Patient Statement Options Patient Records New Patient New Patient Setup Add Insurance Policy Appointment: New Patient Patient Cases About Patient Cases General Case Information Patient Condition Authorizations Attorneys Workers' Compensation Patient Record Tasks Patient Eligibility Notes to a Patient Record Patient Alerts Patient Account Information Encounter for a Patient View Patient Account Print Patient Reports Find Patient Find Patient Edit Patient Edit Patient Deactivate Patient Deactivate Patient Reactivate Patient Delete Patient Delete Patient Appointment Scheduler About Appointment Scheduler Calendar Views Appointment Tasks New Appointment Find Appointment Edit Appointment Copy Appointment Delete Appointment Enter Payment and Print Receipt Create Encounter Print Appointment Schedule Print Encounter Forms Timeblock Calendar Timeblock Calendar Copy Timeblock Delete Timeblock Customize Appointment Scheduler Resources Setup Add Resource Edit Resource Delete Resource Appointment Reasons Add Appointment Reason Edit Appointment Reason Delete Appointment Reason Appointment Options Appointment Options Encounters About Encounters Track Encounters Track Encounters New Encounter New Encounter Anesthesia Services Ambulance Services Unpayable Encounters Find Encounter Find Encounter Edit Encounter Edit Encounter Approve Encounter Approve Encounter Reject Encounter Reject Encounter Delete Encounter Delete Encounter Claim Processing About Claims Processing Track Claims Find Claims Edit Claims Claim Transactions Print Paper Claims Submit Electronic Claims Claim Rejections About Claim Rejections Claim Rejections Internal Validation Report Clearinghouse Report Payer Report Clearinghouse Reports Clearinghouse Reports Print Clearinghouse Report Save ERA Report to File Patient Statements Patient Statements Patient Billing and Portal Payment Posting About Payment Posting Find Payment Print Payment Receipt Edit Payment Delete Payment Manual Payment Posting About Manual Payment Posting Enter Payment Enter Copays Enter Payments from Patient or EOB Enter Payments from Credit Card Post Denial Post Denial Reverse Payment Reverse Payment Apply Payment Apply Payments from EOBs Apply Payments from Patient or Other Payers Issue Refund Issue Refund Automatic Payment Posting Apply Payments from ERAs Move ERA Capitated Accounts About Capitated Accounts New Capitated Account Find Capitated Account Apply Payments to Capitated Account Refunds Issue Refund Find Refund Edit Refund Delete Refund Documents Document Management Attach Document Show All Documents Add Document from File Add Document from Scanner Add Faxed Document Find Document Document Viewer Edit Document Edit Document Information Save Copy of Document Print Document Process Document Delete Document Tasks About Tasks New Task Attach Tasks Find Task Edit Task Delete Task Reports About Reports Report Descriptions Report Descriptions Key Indicators Reports Accounts Receivable Reports Productivity & Analysis Reports Patients Reports Appointments Report Encounters Reports Payments Reports Provider Performance Report Refunds Reports Settings Reports Company Reports Reports Management Reports Management Edit Date Range Refresh Reports Customize Reports Search Reports Page Navigation Print Reports Save Reports: Microsoft Excel Format Save Reports: Adobe PDF Format Support & Training Kareo Customer Support Kareo Training How to Navigate Help Files About Help Files Help File Navigation Help FileTable of Contents Help File Keyword Search Browse History Print Help Topics Manage Your Account Manage Your Account Legal Notices Copyright Information Use of Fictitious Names
