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Print Paper Claims

When printing paper claims there are a few things to keep in mind:

• When printing multiple claims for an insurance, each claim status must be at "Ready to send claims" in order for it to appear as a line item on the paper claim.
• After printing a paper claim, you will be prompted with a dialogue box, "The Printing is complete. Has the form printed correctly?" Clicking yes changes the status of the claim to "Pending insurance."
• If the alignment is off on the printed claim, you can adjust the alignment within Kareo. See below.

To print a single claim

1. Click Encounters > Track Claim Status. The Find Claim window opens.

2. In the search bar, enter all or part of a keyword and click Find Now. You can also sort by clicking on a column header.

3. Once you find the claim you want to print, click once on the claim to highlight it.

4. Click Action and select "Print paper claim." The standard Print dialogue window opens.

5. Select your printer and click Print.

6. When prompted with "The Printing is complete. Has the form printed correctly?":

   • Click Yes: You have checked that the claim has printed correctly and the status of the claim will change to "Pending insurance."

   • Click No: You have checked that the claim has not printed correctly and the status remains "Ready to send claims."

To print multiple claims

1. Click Encounters >Print Paper Claims in the top menu. The Print Paper Claims window opens.

2. Select the details:

   • Select a start date.

   • Print for all insurance companies or click Insurance to select a specific company.

   • Print for all patients or click Patient to select a specific person.

   • Print for all payer scenarios or click the drop-down menu to select a specific scenario (e.g., Medicare, PPO, Workers Comp, etc).

   • Optional: Check "Include settled claims" if desired.

3. Click Print Claims. The standard Print dialogue window opens.

4. Select your printer and click Print.

5. When prompted with "The Printing is complete. Has the form printed correctly?":

   • Click Yes: You have checked that the claim has printed correctly and the status of the claim will change to "Pending insurance."

   • Click No: You have checked that the claim has not printed correctly and the status remains "Ready to send claims."

To adjust printer alignment

1. Click Help > Change Printer Alignment. The Printer Alignment window opens.

2. Enter the offset in inches:

   • Left Offset: This is from the left margin. A positive value will shift the data to the right; a negative value will shift the data to the left.

   • Top Offset: This is from the top margin. A positive value will shift the data down; a negative value will shift the data up.

3. Once you have entered the values, click OK.

4. Return to printing paper claims. Repeat as needed until alignment is correct.

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