Guides

Access our libary of medical billing software documentation

Sometimes you need to read the manual. We know it’s not your favorite thing to do. That’s why we created several options for accessing our comprehensive library of medical billing software product documentation. Our guides will help you get the information you need as quickly as possible so you can get back to running your business.

User Manual

The Kareo User Manual provides a comprehensive reference guide to all of the medical billing software features provided by Kareo for medical office and billing companies.

Type	Description	Target Reader	Published
	Kareo User Manual A full reference guide to all Kareo medical office, billing office, and administrative medical billing software functionality.	All	Aug 2007

Quick Start Guides

The Kareo Quick Start Guides provide visual, quick start guides to the primary day-to-day functions of Kareo in the medical office or billing office environment.

Type	Description	Target Reader	Published
	Kareo Medical Office A quick reference guide to front-office functions including patient registrations, scheduling, encounter forms, charge entry, and reporting.	Scheduler	Aug 2007
	Kareo Business Office A quick reference guide to back-office functions including patient registration, charge entry, claim submission, payment posting, and reporting.	Biller	Aug 2007

Feature Guides

The Kareo Feature Guides provide detailed guides to specific Kareo medical billing software features.

Description	Target Reader	Published
Payment Posting A feature guide to the new payment posting process introduced with the January 2007 release.	Biller	Jan 2007
Managing Copays A feature guide to important changes to posting, tracking, and managing patient copays. Updated on February 2, 2007.	Biller	Feb 2007
Understanding Key Indicators Reports A feature guide to understanding how payments are represented on the Key Indicators Summary reports.	Billing Manager	Mar 2007
Document Management Storage Policies A feature guide to using document management, optimizing your scanning settings, and managing storage space.	All	May 2007
Provider Performance Reports A feature guide to using the daily, weekly, and monthly automated provider performance report email service.	All	Nov 2007
Building Custom Reports Learn how to use your Kareo medical billing software data and Microsoft Excel 2007 to build custom reports using the Kareo Add-In for Microsoft Excel.	All	Dec 2008
Integrating Kareo with Third-Party Applications Learn how to integrate Kareo's web-based medical billing software with third-party applications using the Kareo API. This enables software developers to build computer programs that access Kareo data and functionality.	All	Dec 2009
Integrating Kareo and the Practice Fusion EHR Learn how to establish a data interface between Kareo and the free, ad-supported Practice Fusion electronic health record system.	All	May 2010

Implementation Guides

The Kareo Implementation Guides provide setup and configuration instructions to help you quickly implement new practices on Kareo's web-based medical billing software.

Description	Target Reader	Published
Kareo Implementation Guide for Company Administrators Shows you how to setup and configure a new company and/or new practices on your Kareo account.	Company Administrator	Aug 2007
Kareo Implementation Checklist Simple checklist you can use to organize your tasks in setting up your company and your first practice.	Company Administrator	Aug 2007
Kareo Provider and Group Number Guide Instructions for configuring settings for paper and electronic claims for Classic claims settings mode (applies only to customers that signed up for Kareo before November 7, 2009).	Company Administrator	Aug 2007
Kareo Claim Settings Guide Instructions for configuring settings for paper and electronic claims for New claims settings mode (applies only to customers that signed up for Kareo on or after November 7, 2009).	Company Administrator	Nov 2009
Kareo Guide to the CMS 1500 Form Instruction guide with a mapping between fields in the Kareo medical billing software and boxes on the CMS 1500 forms.	Biller	Nov 2009
Kareo Security Group Template Provides a list of security permissions and a template for setting up security groups in your organization.	Company Administrator	Aug 2007
Kareo Invoice FAQ Answers frequently asked questions about Kareo's invoices and customer billing policies and procedures.	Company Administrator	Nov 2007

Clearinghouse Guides

The Clearinghouse Guides provide guides and other resources for understanding electronic claims, electronic remittance, eligibility, and patient statement services.

Description	Target Reader	Published
Kareo Patient Statement Guide Explains how to set up options and use patient statement mailing services.	Company Administrator	Jun 2007
Kareo Enrollment Guide for Electronic Services Explains how to enroll new practices in clearinghouse services including electronic claims, ERA, and eligibility.	Company Administrator	Nov 2009
Kareo Enrollment Checklist Simple checklist you can use to organize your tasks in enrolling your providers with Kareo's medical billing software, the clearinghouse, and payers.	Company Administrator	Dec 2007
Instructions for Activating Electronic Claims Once you have received an enrollment approval from Kareo, you can use these instructions for activating electronic claims in Kareo's web-based medical billing software.	Company Administrator	Jul 2007
Kareo Rejection Troubleshooting Guide Provides a list of the most common rejections along with information about how to correct and rebill rejected claims.	Biller	Aug 2007
Letter for Changing Submitter Number This is a template for a letter you would send to an insurance company in order to change a submitter number for a provider that is already enrolled with an insurance company.	Company Administrator	Mar 2007
Letter for Changing Software Vendor with Gateway EDI This is a template for a letter you would send to Gateway EDI if you are an existing Gateway EDI customer and you would like to transition a provider to Kareo who is already enrollment with Gateway EDI.	Company Administrator	Mar 2007
Real-Time Patient Eligibility A feature guide to setting up and using real-time patient eligibility requests to verify insurance with Kareo's web-based medical billing software.	All	Nov 2009