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 Accounts About User Accounts User Audit Log New User Account Find User Account Edit User Account Deactivate User Account User Password Reset User Roles New User Role Find User Role Edit User Role Delete User Role 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 New Procedure Code Find Procedure Code Edit Procedure Code Deactivate Procedure Code Delete Procedure Code Procedure Modifier Codes New Procedure Modifier Code Find Procedure Modifier Code Edit Procedure Modifier Code Delete Procedure Modifier Code Procedure Categories New Procedure Category Find Procedure Category Edit Procedure Category Delete Procedure Category Diagnosis Codes New Diagnosis Code Find Diagnosis Code Edit Diagnosis Code Deactivate Diagnosis Code Delete Diagnosis Code Adjustment Codes New Adjustment Code Find Adjustment Code Edit Adjustment Code Delete Adjustment Code Other Lists Employers New Employer Find Employer Edit Employer Delete Employer Payer Scenarios New Payer Scenario Find Payer Scenario Edit Payer Scenario Delete Payer Scenario Collection Categories New Collection Category Find Collection Category Edit Collection Category Record Delete Collection Category The Practice Practice Setup Wizard Practice Information Find Practice Edit Practice kFax Number Deactivate Practice Reactivate Practice Providers About Providers Provider Audit Log New Provider New Provider Claim Settings Override 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 New Department Find Department Edit Department Delete Department Contracts and Fees About Contracts and Fees Add Fee Schedule Add Contract Rates Settings for Contracts and Fees View or Edit Fee Schedules Print Fee Schedule Encounter Forms New Encounter Form Find Encounter Form Edit Encounter Form Delete Encounter Form Procedure Macros New Procedure Macro Find Procedure Macro Edit Procedure Macro Delete Procedure Macro Referring Physicians New Referring Physician Find Referring Physician Edit Referring Physician Delete Referring Physician Categories New Category Find Category Edit Category Delete Category Practice Options About Practice Options 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 New Patient Case Add Self Pay Case Edit Patient Case Patient Condition Authorizations Attorneys Workers' Compensation Patient Eligibility Patient Eligibility Setup Patient Eligibility Patient Record Tasks Notes to a Patient Record Patient Alerts Patient Collection Category Patient Account Information Patient Record Audit Log Encounter for a Patient 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 Encounter Audit Log New Encounter New Encounter CMS 1500 New Encounter UB 04 Billing CMS 1500 and UB 04 on Same Encounter Ambulance Services Anesthesia Services Manage Encounters Track Encounters Approve Encounter Reject Encounter Unpayable Encounters Find Encounter Find Encounter Edit Encounter Edit Encounter Delete Encounter Delete Encounter Claim Processing About Claims Processing Claim Audit Log Track Claims Find Claims Edit Claims Claim Transactions Print Paper Claims Printer Alignment 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 Print Patient Statement 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 Reverse Payment Reverse Payment Post Denial Post Denial Apply Payment Apply Payments from EOBs Apply Payments from Patient or Other Payers Automatic Payment Posting Apply Payments from ERAs Move ERA Refunds Issue Refund Find Refund Edit Refund Delete Refund Capitated Accounts About Capitated Accounts New Capitated Account Apply Payments to Capitated Account Find Capitated Account Documents About Document Management Document Viewer Add Document from File Add Document from Scanner Add Faxed Document Add Document to a Record Show All Documents for a Patient Find Document Edit Document Copy Document Print Document Delete Document Tasks New Task Attach Tasks Find Task Edit Task Delete Task Reports About Reports Report Descriptions Reporting Dashboard Accounts Receivable Reports Master Audit Log Company-Wide Clearinghouse Reports Report Descriptions Key Indicators 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 Manage Your Account Manage Your Account Change Subscription Level Legal Notices Copyright Information Use of Fictitious Names
