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.
- Run Reports and Analytics
- Navigating and Managing Reports
- Key Indicator Reports
- Accounts Receivable Reports
- Productivity and Analysis Reports
- Provider and Practice Reports
- Patient Reports
- Encounters Reports
- Payment Reports
- Master Audit Log Report
- Custom Reports
- Refunds Reports
- Settings Reports
- Analytics Reports
- Run Reports and Analytics FAQs
- 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: MIPS Eligibility
- Video: MIPS Audit Folder
- Video: Promoting Interoperability Dashboard
- Video: Monthly Reports
- Video: eRx Enrollment
- Video: Required Encounter Fields
- Video: Email Balance Reminders
- Video: Navigate Clearinghouse Reports
- Video: Navigation Dashboard
- Video: Collect Payment (Pre-Visit)
- Video: Add Patient Statement Note
- Video: Document Medication Reconciliation
- Video: Track Patient Refunds
- Video: Send Patient Statements Through Mailing Service
- Video: ePrescribe Controlled Substance
Recently updated
(date updated)- Patient Groups
- Message Templates
- Messages Settings
- Send New Message
- Navigate Messages
- Company Reports
- Provider Performance Report
- Settings Reports
- Encounters Reports
- Master Audit Log
- Refunds Reports
- Transfer Balance to Patient or Payer
- Payer Not Listed when Transferring Claim Balance
- Upcoming Maintenance to Tebra's API Endpoint
- New Encounter: Institutional (UB-04)
Recently added
(date created)- Settings Reports
- Upcoming Maintenance to Tebra's API Endpoint
- Tebra Payments Terminal: Collect Patient Payment
- Tebra Payments Terminal: Purchase Device
- Electronic Claim Attachments Payer List
- Video: Add Contract Rates
- Navigate All Encounters Report
- Electronic Claim Attachments
- Navigate Payouts Report
- Navigate Missed Charges Report
- Navigate All Appointments Report
- Navigate All Patients Report
- Customize Analytics Reports
- Navigate Insurance Collections Report
- Analytics Reports