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.
- 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: Email Balance Reminders
- Video: Enroll for ePrescribing
- Video: Add Referral Sources
- Video: Automated Patient Billing Reporting
- Video: Calendar Settings
- Video: Required Encounter Fields
- Video: Navigate Clearinghouse Reports
- Video: Monthly Reports
- Video: Basic Navigation
- Video: Cash Practice Reports
- Video: Customize Reports
- Video: Other Reports
- Video: Set Up Payment Settings
- Video: Add Patient Statement Note
- Video: Refund Patient Payment
Recently updated
(date updated)- Provider Documents
- Provider Claim Settings
- Provider Record Log
- Provider Performance Report
- kFax Number
- Practice Information
- Navigate Dashboard
- Electronic Claim Submission Checklist
- User Accounts
- Patient Groups
- Tebra System FAQs
- Navigate Clearinghouse Reports
- Collect Patient Payment
- Patient Collect (Stripe): Collect Patient Payment
- Two-Factor Authentication (2FA) for Sign In
Recently added
(date created)- 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
- Two-Factor Authentication (2FA) for Sign In
- Payment Record Log
- Video: Add Patient Statement Note
- Reverse Adjustment
- Video: Submit Superbill from Practice Fusion
- Partner Integrations
- Video: Kareo and Practice Fusion Integration Setup