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: Add Patient Statement Note
- Video: Patient Statements Delivery Report
- Video: Collection Categories
- Video: Navigate Clinical Reports
- Video: Add Insurance Plan
- Video: Activate Patient Collect (Stripe)
- Video: Add Referring Providers
- Video: Track Claim Status
- Video: Send Patient Statements Through Mailing Service
- Video: Document Medication Reconciliation
- Video: Refund Patient Payment
- Video: ePrescribe Controlled Substance
- Video: Authorize Provider for EPCS
- Video: Customize Reports
- Video: Other Reports
Recently updated
(date updated)- Navigate Documents
- Find, Edit, and Delete Document
- View and Print Document
- Customize Reports
- Patient Record Reports
- Saved Reports
- Navigate Messages
- Complete Provider Web User Shell
- Update User Email
- Reactivate User Account
- Create Temporary Password
- Web User Roles
- New Encounter: Institutional (UB-04)
- New Encounter: Professional (CMS-1500)
- Both Claim Formats on the Same Encounter
Recently added
(date created)- 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
- Two-Factor Authentication (2FA) for Sign In