Data Management -> Import Demographics. Be sure to download the CSV template and input all data in the proper format. The tool contains a validation engine to make sure your data is looking good before it’s brought in. Kareo EHR gives you document storage, so you can upload paper charts, intake forms or whatever else you may need to store clinical data. What templates do you offer out of the box? Show Kareo Clinical has over 200 system templates including one each of the AAFP’s 100 top primary care reasons for visit, along with 44 mental and behavioral health templates. Our talented clinical staff adds new ones when they see a need and we updated them to work well with ICD-10. Finally, you can easily only see the templates applicable to your specialty by "filtering" our templates in MySettings -> Templates by clicking the "Set Specialty Filter" button. Do you offer customized templates? Show Yes! You can customize your own templates with our Template Editor Tool. The tool allows you to adjust existing templates or create your own. If you want to update templates we recommend you take our free one-on-one Template Editor training to get you up to speed on this feature located in the Kareo Help Center. If you’re not interested in modifying templates on your own, we provide a Custom Template Creation Service at an hourly rate. We also have tools to create custom note types - e.g. modify the note types you use regularly. For more information, contact your Success Coach or our Support Team. How do you build a note? Show From the patient's facesheet, click on "+ Note" in the upper right. It will open a SOAP note by default, which can be updated in My Settings, or you can select another note type (basically a form with sections) by clicking on the down arrow and selecting that note type. Then just click in the different sections and start typing . . . or use templates or text short cuts. Add or remove sections if you don't see what you need right away. It is that easy. How is your note structure? Is it a big template of text? Show Our notes have specific sections for the documentation you are trying to complete with specific templates attached to each section. For example, your note starts with CC (Chief Complaint), Medications, Allergies, Vitals in addition to Subjective, Objective, Assessment and Plan. Sections can be added or deleted as needed. Medications references Lexicomp for easy medication look up. We have a one click normal template for Objective and search for ICD codes by problem description in the assessment section. Finally, you can write prescriptions and find educational material in the plan section. How do I send out a referral or receive a referral? Show You can do this electronically right within Kareo. We have a direct messaging feature, powered by Updox, that allows you to send and receive referrals as well as receive consults back. We also allow you to eFax summary documents. Do you support electronic lab orders? Show Yes! Electronic lab orders and results retrieval are free for over 40 different labs, including LabCorp and Quest. Refer to the lab lists online at the Kareo support site. If you want a different lab connection, we can explore that. There may be a nominal fee from our partner, LabSoft. Your Success Coach can help you set this up. How many labs do you support? What about local labs I use frequently? Show We currently support electronic interchange with over 40 different labs. If the labs you work with are not on our list, you can have your lab contact our Enrollments team. We will work with the lab to get them integrated with the Kareo Clinical. There may be a nominal fee for this work. Does Kareo Clinical support EPCS? Show Yes, Kareo Clinical supports ePrescribing for Controlled Substances via its partner Dr. First. There is a separate sign up process after enrollment with SureScripts and a one time $75 application fee. Ask your Success Coach for more details. Load More Features Complete Patient & Document Management Smarter Insurance Billing & Patient Collections Patient Scheduling & Appointment Reminders Accurate Charge Capture & Management Credit Card Processing Patient Statements Insightful Billing AnalyticsUnderstand your billing performance and avoid surprises using our analytics. PLATFORM Mobile Applications Patient Portal and Education Comprehensive Dashboard Flexible Calendar Agenda Integrated Patient Portal Secure Messaging Support Success Coach Phone, Email & Chat Support Flexible Online Training Assisted Payer Enrollments Frequently Asked questions Are prices per–practice, per–provider, or per–user? Show Our standard monthly subscription fee for your first module is $300 per physician provider. Each additional module is 50% off of that price. There is additional, lower pricing for non-physician providers (i.e., PA, NP, PT, etc.). You can add additional users to the account who support that provider. There are no additional per–practice or per–user fees and no set-up or cancellation fees. For example, if there were two providers in an office, the fee for a single module would be $600 per month. (This pricing is an example based on our standard monthly subscription with no discounts or other promotions that may apply with specials or with our partner applications.) For more detail on pricing, visit our Plans & Pricing page. Are there any setup fees or long term contracts? Show No. There are no setup fees and no long-term contract. You simply pay as you go on a month-to-month basis and can cancel at any time. I see that you have different plans with different prices. How do those work and what do I need to know to choose the right plan? Show It is best that you get a free consultation with one of our Solution Consultants to identify your needs so you can choose the right plan for your practice. How long does it take to setup? Show You can sign up now and start using your account immediately. You can begin sending electronic claims to all commercial insurance companies within 48 hours. A few payers, such as Medicare, Medicaid, Blue Cross/Blue Shield, may require signup to file an insurance-specific enrollment form before you can submit electronic claims. Once these payers process your enrollment form, typically within 5-30 days, you can begin sending electronic claims to these payers immediately through Kareo. Can you import my data into Kareo? Show Yes. Kareo does offer Data Import services. We are able to import a variety of data, ranging from patient demographics to insurance lists. There may be a charge for our import services, which will depend on the kind of data we will be importing. The price generally ranges from $250 to $1500, however Medisoft customers are free of charge. We are able to complete most projects within 5-7 business days. You can provide your data in a variety of formats, including a Comma–Separated Value (.CSV) or Microsoft Excel (.XLS), Text (.TXT), Access Database (MDB), etc. Alternatively, if you are unable to export/acquire your data, we can remotely access your system and attempt to acquire your data for you at no additional charge. If for some reason, I would like to discontinue my subscription, can I export my data? Show Yes. If you are not completely satisfied, you can export your data at any time at no additional charge. You can save a copy of your data to your local computer in standard file formats, such as Comma–Separated Value (.CSV) or Microsoft Excel (.XLS). This provides you with the flexibility to store a backup copy of your data on your own computer or take your data with you if you ever decide to cancel your subscription to Kareo. When do you start billing me for my Kareo account? Show Subscription fees are billed a month in advance of service, except for the first month when you are billed a prorated fee based on the number of days you had access to Kareo. We accept payment by direct debit to your checking account or by credit card including Visa, MasterCard, Discover, or American Express. Payments are due on the tenth day of each month. A minimum of one provider charge will be billed when you sign up. Where can I review your agreement and pricing details? Show We want to make it easy to use Kareo. For more details, review our Customer Subscription Agreement. Then, be sure to review our Pricing Policy, Customer Support Policy and Privacy Policy as well. Do I need to set up an account with a clearinghouse? Are there additional fees? Show There is no need to set up an account with a clearinghouse, and there are no additional fees for electronic claims and remittance services. Our Enrollments team will assist you in enrolling with the clearinghouses used by Kareo. Kareo offers an integrated platform that includes cloud-based medical billing software for your practice combined with electronic connectivity to insurers, all provided under one affordable fee structure. How soon can I begin sending electronic claims? Show You can begin sending electronic claims to all commercial insurance companies, such as Aetna, Cigna, United Healthcare, and many others, within 48 hours of signing up for Kareo. A few payers, such as Medicare, Medicaid, Blue Cross/Blue Shield, may require signup to file an insurance-specific enrollment form before you can submit electronic claims. Once these payers process your enrollment form, typically within 5-30 days, you can begin sending electronic claims to these payers immediately through Kareo. K. What type of support can I expect after signing up? Show We offer a complete onboarding and training program with your subscription. Our team will be available to answer your questions as you complete the essential steps of your onboarding including watching our training videos, setting up a provider, enrolling in electronic claims, sending your first batch of electronic claims, and having your claims accepted by at least one major insurance company. Upon sign up, you will be assigned a Success Coach who will be with you through your entire setup process. In addition, our Kareo Training Specialists will help guide you through our training webinars. For more information visit https://helpme.kareo.com/01_Kareo_PM What kind of support can I receive once I've completed the implementation program? Show Kareo offers convenient self–service customer support resources at no additional charge with every subscription. This includes online help, user manuals, guides, training videos, knowledge bases, and our user community forum. You also receive ongoing help with any electronic claims or electronic remittance enrollment questions at no additional charge. We also offer email, chat, and phone support options. What days and hours is your support available? Show Kareo support can be reached Monday through Friday, 5 AM – 5 PM (Pacific Time), excluding national holidays. You can email: support@kareo.com, chat with a live agent: www.kareo.com/chat, or phone: 1-888-775-2736. Can I process credit card payments from patients using Kareo? Show Yes, we offer you the flexibility to accept credit cards online, over the phone, or storing patient credit cards on file. It’s simple and affordable to set up an account and start processing credit cards in Kareo. The payments are processed through a merchant account, deposited directly into your bank account, and posted to Kareo. This can be used in conjunction with or without a card swiper. There are no set up or monthly fees, no contracts, and you can cancel anytime. It allows you to accept all forms of card types, including FSA, HSA, debit, Visa, MasterCard, and American Express. Rates are per transaction as follows: Patient present in office charge: 2.3% + $0.30 tax per transaction, Patient credit card on file or paying online 3.9% + $0.30 tax per transaction. Can I use Kareo to submit electronic claims to all insurance companies? Show You can submit electronic claims to more than 4,000 insurers through Kareo. We support Medicare, Medicaid, Blue Cross, Blue Shield, and Tricare in every state. We also support major national insurers, such as Aetna, Cigna, Humana, and United Healthcare, as well as local IPAs and smaller insurers. To find out if you can submit electronic claims to a specific government payer or commercial insurance company, check out the Kareo medical billing software payer list. Which insurance paper and electronic claim formats are supported by Kareo? Show We currently support professional claim formats, used for provider charges, using the CMS 1500 paper claim format and ANSI 837p electronic claim format. We also support institutional claim formats, both UB-04 and 837I, for Ambulatory Surgical Centers (ASC), Comprehensive Outpatient Rehabilitation Facility (CORF), and Outpatient Rehabilitation Facility (ORF). Can I use Kareo to bill insurance companies for Out-of-Network providers? Show It is our experience that each insurance company may have a different policy regarding how they reimburse for medical claims associated with Out-of-Network providers and the level of electronic services (electronic claims, remittance, and eligibility) they support with Out-of-Network providers. These varying policies are independent of the medical software or clearinghouse used to bill them. So we recommend that you call each insurance company to receive a definitive answer regarding their claim reimbursement process and the electronic services they will allow as it relates to Out-of-Network providers. What are the system requirements for Kareo? Show Windows 7 or newer version of Windows, 1 gigahertz (GHz) or faster 32-bit (x86) or 64-bit (x64) processor, 1 gigabyte (GB) RAM (32-bit) or 2 GB RAM (64-bit), a stable high-speed internet connection such as DSL, Cable Modem, or T1, and a 17” monitor with 1024x768 screen resolution. For a better Kareo desktop application experience we recommend: Windows 7 or newer version of Windows, 2 gigahertz (GHz) or faster 32-bit (x86) or 64-bit (x64) processor, 2GB RAM and a 19” monitor with 1280x1024 screen resolution. Can I run Kareo on a Mac? Show Yes. You can access the Kareo platform in your web browser and may be accessed on any PC or Mac computer. For minimum requirements we recommend Firefox or Chrome browser installed, 1 gigahertz (GHz) or faster 32-bit (x86) or 64-bit (x64) processor, 2 gigabytes (GB) of RAM or more. For a better Kareo platform experience in the browser we recommend: 2 gigahertz (GHz) or faster 32-bit (x86) or 64-bit (x64) processor, 4 gigabytes (GB) RAM, and a 19” monitor with 1280x1024 screen resolution How do you handle security and backups? Show Your data is securely encrypted, stored, and backed up in the cloud. All your data being sent to and downloaded from our servers is protected with industry-standard encryption. Kareo is compliant with all HIPAA Privacy and Security Rules. For more information about security, please read our Security Notice. Load More Show Less Shine Online Improved care and patient collections Online Directory Manager (ODM) Online Provider Profile Patient Reviews Practice Analytics Online Patient Scheduling Automated Appointment Reminders Online Patient Intake Patient Broadcasts Direct SMS Messaging Patient Surveys PLATFORM Mobile Applications Patient Portal and Education Comprehensive Dashboard Flexible Calendar Agenda Integrated Patient Portal Secure Messaging Support Dedicated Success Coach Phone, Email & Chat Support Flexible Online Training No Contracts Cancel Anytime Frequently Asked questions In addition to the functions I get with the Kareo Engage, what else is included? Show With Kareo Engage, you’ll also get access to our complete platform and a number of additional functions. These include secure messaging, calendar and online scheduling, appointment reminders, registration, mobile and so much more. How does Kareo Engage integrate with other modules in your platform? Show In addition to the functions accessible through the Kareo platform, Kareo Engage fully integrates with additional Kareo modules, each designed uniquely for independent practices and developed to help you run a more successful practice. These include Kareo Clinical (EHR) and one of two billing modules including Kareo Billing (our do-it-yourself billing software) or Kareo Managed Billing (outsourcing your billing to our expert team). Also, Kareo Marketplace allows you to add customized clinical, financial and accounting functions through integrations with strategic partners. Welcome to the only complete platform. You’ll love your practice on Kareo! How is Kareo Engage different than similar competitor products? Show We offer free support, free onboarding, a clear and simple pricing model, free trials and free features to ensure a positive experience for our customers. We don’t ask you to sign a long-term contract because we want to earn your business on an ongoing basis. We also have one of the few open API programs in the industry, allowing other companies to integrate directly with Kareo, providing a more complete platform and increased benefits to our customers. What does the Kareo provider profile include? Show The Kareo provider profile helps you establish a strong online presence. The provider profile is the easiest way to improve your Google search results and will help funnel patients to your practice’s website. With our easy and simple sign up process, you can instantly customize your own directory listing on the web with a professional-looking directory listing and site, allowing you to be found by patients. Why is it so important for Physicians to Shine Online? Show If you don’t shine online, you won't succeed in today’s highly competitive market. Therefore, it’s vital to maintain a strong online presence. Did you know that 77% of patients search online before making a medical appointment with a medical provider? Patients these days are savvy consumers who know how to find the best patient options available to them. Many will read online reviews and social media before choosing a doctor. Why is it so important for Physicians to "connect" with patients? Show A patient who has a bad experience may not come back. How you connect, talk to and relate with your patients is very important. Using Kareo Engage will help to make their lives easier and will ensure they write positively about their experience. What features does the Kareo provider profile include? Show Get the look of a professional, modern-looking web presence Easily update your name, location and office hours Get found easily on all the top search engines Allow patients to schedule an appointment online Upload your registration forms for patients to access and complete Link to the physician’s profile page from the physician’s own website or social media sites Load More Show Less /* function startSalesChat() { var instate = 1; // for sales chats if(instate=="0") { // for sales offline var url="https://kareo.custhelp.com/app/chat/chat_landing_sales_offline/c/1"; window.open(url, "Chat Landing", 'width=460,height=610'); } if(instate=="1") { //var url="https://kareo.custhelp.com/app/chat/chat_landing/c/1/Contact.Email.0.Address/anonymous@anonymous.invalid/Incident.CustomFields.c.end_user_location/"+address; var url="https://kareo.custhelp.com/app/chat/chat_landing/c/1/Contact.Email.0.Address/anonymous@anonymous.invalid"; window.open(url, "Chat Landing", 'width=460,height=610'); } } */" />
