Desktop Application - PM
Help Articles
The images included in these resources are intended for illustration purposes only and may not be exact representations of the product. If you do not have access to a specific task or function described within the topics of these resources, please contact the person in your office who is a System Administrator for Tebra.
- Desktop Application (PM) User Guides
- Admin Setup Guide
- Building Custom Reports - Microsoft Excel Add-in Guide
- Integrating Kareo and Practice Fusion
- Kareo Claim Scrubbing Guide
- Kareo Guide to UB-04 Form
- Kareo Integration with WebPT EHR Guide
- Managing Copays Guide
- Paper to Electronic Claim Guide: Professional Health Care Claims
- Payment Posting Guide
Most Watched Videos
- Video: Add Referral Sources
- Video: Required Encounter Fields
- Video: Email Balance Reminders
- Video: eRx Enrollment
- Video: Navigate Clearinghouse Reports
- Video: Navigation Dashboard
- Video: Promoting Interoperability Dashboard
- Video: MIPS Audit Folder
- Video: MIPS Eligibility
- Video: Calendar Settings
- Video: Monthly Reports
- Video: Collect Payment (Pre-Visit)
- Video: Automated Patient Billing Reporting
- Video: Add Patient Statement Note
- Video: Patient Statements Delivery Report
Recently updated
(date updated)- Closing the Books
- Appointment Options
- Set Up Paper-Based Insurance Companies
- Electronic Workers' Compensation and Auto Insurance Companies
- Merge Insurance Plans
- Merge Insurance Companies
- Video: Best Practices for Preventing Claim Rejections
- Insurance Plans
- Add Workers' Compensation or Auto Insurance Plan
- Best Practices for Preventing Claim Rejections - Settings
- Get Customer Key
- My Account
- Change Existing Electronic Payer to Workers' Compensation
- Custom Self-Pay Insurance Company and Plan
- Update Payment Method
Recently added
(date created)- Patient Documents
- Saved Reports
- Complete Provider Web User Shell
- TriZetto Enrollment Portal FAQs
- TriZetto Enrollment Portal Guide
- Video: Best Practices for Preventing Claim Rejections
- Invoice History
- Update Payment Method
- Manage Account
- Two-Factor Authentication (2FA)
- Apply for Tebra Payments
- Collect Patient Payment
- Resubmit Claims with Payer Assigned Number
- Video: Navigate Key Indicators Summary Report
- Video: Navigate A/R Aging Report