About Manual Payment Posting

Payments received in person or by mail from insurance companies (EOB's), patients and other payers are applied manually. There are essentially two steps to the process: 1) Enter information about the payment and 2) Apply the appropriate amounts of the payment to the service lines within the Kareo system.

Patient payments made with a credit card are also applied manually, however, the additional step of processing the credit card is required.

Note: To process credit card payments by swiping a credit card, a credit card reader attached to your computer is required.

The Kareo system captures and tracks electronic coordination of benefits information. If a secondary insurance associated with the patient and encounter is set up for electronic claim submission, a claim will automatically be placed in the queue for you to submit to the secondary insurance after you manually post a payment from an EOB. See section Electronic Claim Settings.