Electronic Claims Options
The Electronic Claims Options task provides settings that enable the business office to send electronic claims to the clearinghouse for a specific practice.
Prior to activating a practice for electronic claim services, the billing office must complete the Kareo Web Enrollment Request form for the practice and submit it to Kareo for processing. Once the business office has been notified by Kareo that they can begin sending electronic claims to pre-approved payers, then the administrator or other designated staff member will need to access this task and set the practice to live mode.
To set the practice to live mode, do the following:
1. On the Settings menu, click Options and then click Electronic Claims Options to open the task.
2. In the Enrollment status box, select "Enrolled in Live Mode" from the drop-down list. (Please do not change this setting until directed to do so by Kareo.)
3. Under the Notes section, enter any notes you wish to add.
4. Click the Save button on the Task Button Bar to save the setting.
Note that the settings for configuring the enrollment status for a practice is different than configuring the enrollment status for a specific insurance company used by one or more practices. To learn how to configure specific insurance companies for electronic claim submissions, see Electronic Claim Settings . see "Configuring Electronic Claim Settings" under Setting up Insurance Lists >Setting up Insurance Companies > Adding a New Insurance Company.
For information on enrolling in electronic claim services, refer to the "Kareo Enrollment Guide for Electronic Services." This guide can be downloaded from the "Guides" section of the Kareo Help & Support website.
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