Kareo + Upload Advantage

← Back to Marketplace
  • Save time & resources by automating data entry
  • Upload practice data in minutes with the click of a button
  • Submit practice data as-is; no need to make adjustments
  • Customized programming for any spreadsheet with a consistent format

Take manual data entry from hours to minutes with Upload Advantage

Upload Advantage is a web-based program that works with Kareo to upload data from an Excel spreadsheet into Kareo’s billing software. It was designed for billing companies that utilize Kareo that want to serve practices using any number of softwares, and is an enormous time saver.

Upload Advantage can accept data in most formats. Patient demographics, charges and patient payments can all be uploaded with ease. If you currently enter the data a certain way, or export data in a particular format, then you do not need to change anything! Saving you time and money, while allowing your clients to keep their usual workflow.

Reach out for a demonstration or to discuss how you can get started saving over 80% of the time spent on manual data entry with Upload Advantage.

Patient Registration & Scheduling

Easily customize, manage, and track your practice’s entire schedule, including providers, exam rooms, and specialty equipment with Kareo PM.

Chart Visit Notes

Using Modernizing Medicine’s specialty-specific EMA you can quickly document histories and treatment plans with the native iPad app.

Enter Charges

Quickly create superbills with CPTs, ICD-9, and modifiers using specialty billing algorithms and generate an audit receipt of why each note was billed at the appropriate E/M code.

Review & Submit Claims

Billing codes from Modernizing Medicine are instantly shared with your Kareo PM, making it effortless to scrub codes and electronically submit to insurance payers.

Get Paid

Once claims are submitted, see claims status and access your electronic funds and electronic remittance advice (ERA) from your insurance payers within Kareo PM.

Bill Patients

Use Kareo PM to set up online bill pay, send digital statements, or print paper statements for patients paying copays, deductibles, coinsurance, or the full amount for self-pay scenarios.

Track Performance

With Kareo PM, monitor what you are getting paid and how fast you are getting paid through Kareo’s medical billing reports and dashboards.

Eliminate Duplicate Data Entry

Only enter patient demographics once. Seamless integration between EMA and Kareo ensures both systems share the same patient information.


The combined power of Kareo and PatientPop

As leaders in clinical, financial, and practice growth technology, Kareo and PatientPop have joined forces as Tebra to support the connected practice of the future and modernize every step of the patient journey. Learn more