DOCSLIB.ORG

Kareo User Manual

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
Kareo User Manual Kareo User Manual Table Of Contents 1. GET STARTED ............................................................................................................................................................................................. 1 1.1 Installation ................................................................................................................................................................................... 1 1.1.1 System Requirements .........................................................................................................................................................................1 1.1.2 Download and Install Kareo ............................................................................................................................................................. 2 1.1.3 Software Updates ............................................................................................................................................................................... 2 1.2 User Login .................................................................................................................................................................................... 3 1.2.1 Kareo Login with User ID/Password ............................................................................................................................................... 3 1.2.2 Password Change ................................................................................................................................................................................ 3 1.3 Data Entry Tips & Shortcuts .................................................................................................................................................... 4 1.3.1 Data Entry Tips .....................................................................................................................................................................................4 1.3.2 Search Tips ............................................................................................................................................................................................4 1.3.3 Shortcuts ............................................................................................................................................................................................... 5 2. DASHBOARD .............................................................................................................................................................................................. 7 2.1 Dashboard Navigation ............................................................................................................................................................. 7 2.2 Kareo Workspace ....................................................................................................................................................................... 8 2.3 Menu Bar ...................................................................................................................................................................................... 9 2.4 Toolbar Shortcuts .................................................................................................................................................................... 10 2.5 Workflow Shortcuts ................................................................................................................................................................. 12 2.6 Keyboard Shortcuts .................................................................................................................................................................. 13 2.7 Record Search ........................................................................................................................................................................... 16 2.8 To-Do List .................................................................................................................................................................................... 17 2.9 Dashboard Charts .................................................................................................................................................................... 19 2.10 Payment Velocity ...................................................................................................................................................................... 21 2.11 Key Performance Indicators ................................................................................................................................................... 21 3. THE COMPANY ........................................................................................................................................................................................ 23 3.1 User Accounts ........................................................................................................................................................................... 23 3.1.1 New User Account ............................................................................................................................................................................24 3.1.2 Find User Account ............................................................................................................................................................................ 26 3.1.3 Edit User Account ............................................................................................................................................................................. 26 3.1.4 Deactivate User Account ................................................................................................................................................................ 26 3.1.5 User Password Reset ....................................................................................................................................................................... 26 3.2 User Roles .................................................................................................................................................................................. 27 3.2.1 New User Role .................................................................................................................................................................................... 27 3.2.2 Find User Role .....................................................................................................................................................................................28 © 2015 Kareo, Inc. Rev. March 2015 i Table of Contents 3.2.3 Edit User Role .....................................................................................................................................................................................28 3.2.4 Delete User Role ................................................................................................................................................................................28 3.3 Security Policy Options ........................................................................................................................................................... 28 3.4 Insurance Lists ..........................................................................................................................................................................29 3.4.1 About Insurance Companies and Plans ..................................................................................................................................... 29 3.4.2 Insurance List Management ......................................................................................................................................................... 29 3.4.3 Insurance Companies...................................................................................................................................................................... 30 3.4.3.1 New Insurance Company ............................................................................................................................................ 30 3.4.3.2 Paper Claim Settings...................................................................................................................................................... 32 3.4.3.3 Electronic Claim Settings .............................................................................................................................................. 33 3.4.3.4 Practice-Specific Settings .............................................................................................................................................34 3.4.3.5 Find Insurance Company ............................................................................................................................................. 36 3.4.3.6 Edit Insurance Company .............................................................................................................................................. 36 3.4.3.7 Delete Insurance Company ......................................................................................................................................... 36 3.4.4 Merge Insurance Companies ......................................................................................................................................................... 37 3.4.5 Insurance Plans ..................................................................................................................................................................................38
Load more

Recommended publications
  • The Only Complete Technology Platform for Your Independent Practice
    The only complete technology platform for your independent practice. Learn how Kareo helps practices thrive. What’s Inside We believe independent practices Who is Kareo? ......................................................................................................2 are in the best position to provide the personalized, results-oriented, Introducing the Kareo Platform ......................................................................3 and cost effective care that people Kareo’s Integrated Modules ..............................................................................4 demand and deserve. Kareo Clinical ........................................................................................5 Kareo Billing ..........................................................................................7 Dan Rodrigues Founder and CEO of Kareo Kareo Engage ........................................................................................9 Kareo Platform Extensions .......................................................................11 Kareo Telehealth .........................................................................................13 Kareo Analytics ............................................................................................15 Kareo Patient Collect ................................................................................17 Kareo Patient Statements ........................................................................19 Kareo Marketplace .....................................................................................21
    [Show full text]
  • Electronic Medical Records (Certificate) : Electronic Health Records and Security
    Electronic Medical Records (certificate) : Electronic Health Records and Security Lesson 1 Overview The first lesson in your textbook begins with an introduction to Electronic Health Record (EHR). This chapter begins with the explanation of an EHR, who is able to document in the EHR, and the owner of the EHR. Further, the chapter discusses the transition from paper records and functions of the electronic software. Lastly, the chapter ends with both the advantages and disadvantages of EHR. 1.1 Describe the current use and contents of the EHR and describe advantages and disadvantages of EHR Assignment 1: Introduction To Electronic Health Records READING ASSIGNMENT Read this assignment. Then read Chapter 1 in your textbook. History of Medical Records A patient’s medical record is a complete physical collection of an individual’s healthcare information. Medical records started as early as 200 BCE in China and have been used throughout history to document communicable diseases. Originally keeping medical Copyright Penn Foster, Inc. 2018 Page 1 Course Version: 1 records weren’t required, but federal laws have been put into place that require all patient care to be documented in a medical record. Paper records are few and far between and most medical records are found within an EHR. Contents of EHR A health record is a combination of all the health information and documents of a single individual. Each time a patient is seen in the clinic or contacts the clinic, it should be documented within the medical record. Keeping accurate and up to date records is essential for quality patient care.
    [Show full text]
  • Selecting the Right EHR for Your Practice
    Selecting the Right EHR for Your Practice EHR 1 EHR 2 kareo.com TheThe purchasepurchase and implementation ofof anan electronicelectronic healthhealth record record system system (EHR)(EHR) isis nono smallsmall feat—especially forfor smallsmall practices,practices, whowho frequently frequently have have limited resources, staff, and capital to invest. limited resources, staff, and capital to invest. According to a recent study conducted by AmericanEHR, nearly 40 percent of physicians would not recommend their EHR According to a recent study conducted by AmericanEHR, nearly 40 solution to another provider; only slightly fewer said they would percent of physicians would not recommend their EHR solution to not purchase the same software again. another provider; only slightly fewer said they would not purchase the “Digital“Digital technologies technologies that that enable enable same software again. real-timereal-time claims claims management management and Conversely, in a study conducted this year by an EHR vendor, payment,and payment, automate automate dictation and the approximately 60 percent of physicians who are satisfied see Conversely, in a study conducted this year by an EHR vendor, the coding,dictation and and improve coding, physicians’ and improvements to care and workflow. What makes the difference? approximately 60 percent of physicians who are satisfied see communicationimprove physicians’ with each other Those physicians who get the most out of their EHRs carefully improvements to care and workflow. What makes the difference? Those andcommunication with patients withcould each lower other physiciansconsidered who the get products, the most the out vendors, of their EHRs the implementation,carefully considered the the overheadand with costs patients and could enable lower more products,training they’d the vendors, require, the and implementation, how the EHR thewould training be used they’d on require, a efficientoverhead practice.” costs and enable andday-to-day how the basis.EHR would be used on a day-to-day basis.
    [Show full text]
  • This Is the 19Th Annual Sohn Investment Conference. the First
    This is the 19th Annual Sohn Investment Conference. The first time Ispoke here was in 2002. It is amazing how this great event has grown, and I am honored to be here. 1 2 A couple weeks ago, we wrote in our quarterly letter that we believe that a narrow group of cool kid stocks have disconnected from traditional valuations and formed a bubble. This got a lot of criticism. Half the critics thought we were talking our book, even though we didn’t name names. The other half were upset that we didn’t tell them which stocks we were short. Since we can’t seem to please anybody, I’ve decided to validate both criticisms. Today, I’m going to illustrate the bubble basket doing a deep dive into one of the companies, while not disclosing the others. This company is an excellent company with an excellent product, run by a well‐meaning and honest, though occasionally promotional CEO. The world may be a better place if it succeeds, and even though we are short, I am in no way rooting for it to fail. Its main problem is that it isn’t positioned to succeed the way the bulls hope, as the assumptions the bulls are making are not plausible. The stock is simply at the wrong price. It’s caught up in a bubble and could easily fall 80% or more from its recent peak. Let me introduce you to athenahealth. 3 I think athena deserves a smaller capitalization, and I’m not just referring to how it fails to capitalize the first letter of its name.
    [Show full text]
  • What Is Medical Coding? What Is Medical Coding? Medical Coding Professionals Provide a Key Step in the Medical Billing Process
    Training Certification Continuing Education ICD-10 Jobs Networking Resources Store Log In / Join Certification Overview Medical Coding Certification Medical Billing Certification Medical Auditing Certification Medical Compliance Certification Practice Manager Certification Locate Exam Prepare for Exam Exam Tips Credential Verification FAQ Home > Medical Coding > What is Medical Coding? What is Medical Coding? Medical coding professionals provide a key step in the medical billing process. Every time a patient receives professional health care in a physician’s office, hospital outpatient facility or ambulatory surgical center (ASC), the provider must document the services provided. The medical coder will abstract the information from the documentation, assign the appropriate codes, and create a claim to be paid, whether by a commercial payer, the patient, or CMS. Prepare for certification and a career in medical coding Validate your knowledge, skills, and expertise with medical coding certification Is Medical Coding the same as Medical Billing? No. While the medical coder and medical biller may be the same person or may work closely together to make sure all invoices are paid properly, the medical coder is primarily responsible for abstracting and assigning the appropriate coding on the claims. In order to accomplish this, the coder checks a variety of sources within the patient’s medical record, (i.e. the transcription of the doctor’s notes, ordered laboratory tests, requested imaging studies and other sources) to verify the work that was done. Then the coder must assign CPT® codes, ICD-9 codes and HCPCS codes to both report the procedures that were performed and to provide the medical biller with the information necessary to process a claim for reimbursement by the appropriate insurance agency.
    [Show full text]
  • Towards a Radiology Patient Portal Corey W Arnold,1 Mary Mcnamara,1 Suzie El-Saden,2 Shawn Chen,1 Ricky K Taira,1 Alex a T Bui1
    Research and applications Imaging informatics for consumer health: towards a radiology patient portal Corey W Arnold,1 Mary McNamara,1 Suzie El-Saden,2 Shawn Chen,1 Ricky K Taira,1 Alex A T Bui1 1Medical Imaging Informatics, ABSTRACT look up health information online verified it with Department of Radiological Objective With the increased routine use of advanced their physicians.7 Sciences, University of fi California–Los Angeles, imaging in clinical diagnosis and treatment, it has Several bene ts of tailored information within Los Angeles, California, USA become imperative to provide patients with a means to patient portal applications have been demon- – 2Department of Imaging view and understand their imaging studies. We illustrate strated,8 10 including equipping patients with Services, Greater Los Angeles, the feasibility of a patient portal that automatically vetted, higher quality information regarding their VA Medical Center, Los structures and integrates radiology reports with disease or condition; and facilitating access to their Angeles, California, USA corresponding imaging studies according to several underlying medical records. However, little work Correspondence to information orientations tailored for the layperson. has been done to make the full range of radiology Dr Corey W Arnold, Medical Methods The imaging patient portal is composed of content—imaging and text—available to patients in Imaging Informatics, an image processing module for the creation of a an understandable format. This lack is in spite of Department of Radiological Sciences, University of timeline that illustrates the progression of disease, a the fact that radiology reports and images consti- California–Los Angeles, 924 natural language processing module to extract salient tute a significant amount of the evidence used in Westwood Blvd Ste 420, Los concepts from radiology reports (73% accuracy, F1 score diagnosis and treatment assessment.
    [Show full text]
  • MENTAL HEALTH EMR SOFTWARE May 2017
    MENTAL HEALTH EMR SOFTWARE May 2017 ¨ CONTENTS 4 Introduction 6 Defning Mental Health EMR Software 7 The Quadrant 8 Mental Health EMR FrontRunners Index 32 Runners Up 35 Methodology Basics FRONTRUNNERS 9 NextGen Healthcare 10 Intelligent Medical Software 11 Kareo 12 AdvancedMD EHR 13 PrognoCIS 14 drchrono 15 MediTouch EHR 16 NueMD 17 Compulink 18 Antworks 19 RxNT Suite 20 Sevocity EHR 21 SOAPware 22 Azalea Health 23 ReLiMed 24 EHR 24/7 25 InSync EMR 26 CureMD 27 Valant 28 TotalMD 29 CareLogic Enterprise 30 ICANotes 31 PIMSY INTRODUCTION his FrontRunners analysis is a data-driven Tassessment identifying products in the Mental Health EMR market that ofer the best capability and value for small businesses. For a given market, products are evaluated and given a score for the capability (x-axis) and value (y-axis) they bring to users. FrontRunners then plots the top 25-30 products in a quadrant format. In the Mental Health EMR FrontRunners graphic, the Capability axis starts at 2.80 and ends at 4.40, while the Value axis starts at 3.00 and ends at 4.60. To be considered for the Mental Health EMR FrontRunners, a product needed a minimum of 10 user reviews, a minimum capability user rating score of 2.5 and a minimum value user rating score of 2.0. In most cases, we evaluate hundreds of products and feature 20-25 as FrontRunners; all products that qualify as FrontRunners are top performing products in their market. MAY 2017 4 I NTRODUCTION Each product falls within a designated quadrant based on their axis scores.
    [Show full text]
  • LECO RCM Health IT Data Analytics Quarterly Update Q1 2015
    Q1 2015 M&A Update RCM, Healthcare IT, Data, and Analytics Healthcare Cybersecurity Patients are demanding more convenient and personal care. Healthcare IT has changed the way that doctors and patients interact. It allows patents to track their own health and generate data that was previously not available to care providers. In addition, health information exchanges are being created to enable access to electronic medical records across the healthcare industry. As the patients’ personal healthcare information becomes digital, cybersecurity threat is an increasingly important issue in the healthcare industry, especially as incidents such as the Anthem and Premera data breaches show that organizations of any size could be a target. The chart below shows the breakdown of detected incidents in the healthcare industry. As seen, 70% of the companies in the industry have some forms of incident. In 2014, the number of respondents in the healthcare industry who reported to the U.S. State of Cybercrime Survey indicated that unintentional exposure of private or sensitive information was 83% higher than overall respondents. This is a very critical shortcoming for a highly regulated industry that deals in sensitive personal information. Source: PwC The Protecting Cyber Network Act (PCNA)1, passed by a 307-116 bi-partisan vote in early April, states that it will “improve cybersecurity in the United States through enhanced sharing of information about cybersecurity threats.” This act will significantly increase the National Security Agency’s (NSA) access to personal information, and authorize the federal government to use that information for various purposes unrelated to cybersecurity. The broad and ambiguous language in the act cause concerns from various civil liberties groups.
    [Show full text]
  • 4 STEPS to Building and Managing Your Practice's Online
    to Building and Managing 4 STEPS Your Practice’s Online Reputation kareo.com Table of Contents YOUR ONLINE REPUTATION MATTERS 03 STEP 1: Enhance Your Website 05 STEP 2: Engage Patients on Social Media 07 STEP 3: Own Your Online Listings 10 STEP 4: Be Responsive and Current 11 2 | 4 Steps to Building and Managing Your Practice’s Online Reputation Your Online Reputation Matters According to research conducted by Software Advice, the number of patients using online review sites and searching for medical providers online is growing. In 2019, only six percent of those surveyed said that they didn’t use online reviews to evaluate physicians. Here are some other key findings: • Seventy two percent of patients use online reviews as their first step in searching for a new healthcare provider. This is a dramatic increase from 2013, when only 25 percent of patients said they used online reviews to evaluate doctors. • If your practice has a positive review history, nearly half of the patients Whether you know it or not, you have an online presence (take this out of the surveyed said that they would visit an out-of-network provider that had positive reviews if they felt they would receive better care from separate box). And it may be growing without any input from you. It’s time to that practice. take control of your online presence, engage with patients online, and manage • Seventy percent of survey participants felt that it was very or your reputation. When you do, you’ll be able to: moderately important for a healthcare provider to publicly respond • Improve your online reputation to a negative online post or review.
    [Show full text]
  • Top 20 Ehr Software
    TOP 20 EHR SOFTWARE C M CONVERTED MEDIA TOP 20 EHR SOFTWARE 1 AdvancedMD AdvancedEHR 11 Allscripts Allscripts Professional EHR 2 Cerner Cerner Ambulatory EHR 12 CareCloud CareCloud Charts 3 athenahealth athenahealth EHR 13 CureMD All in One EHR 4 Epic Epic EHR 14 Practice Velocity VelociDoc EHR Azalea Health 5 Practice Fusion Practice Fusion EHR 15 Azalea EHR Innovations 6 Kareo Kareo Clinical 16 ReLi Med Solutions ReLiMed EMR 7 Henry Schein MicroMD EMR 17 MedEZ MedEZ 8 drchrono drchrono EHR 18 iSALUS Healthcare OfficeEMR 9 NextGen Healthcare NextGen Healthcare EHR 19 ChartLogic ChartLogic EMR Modernizing 10 EMA 20 ICANotes ICANotes EHR Medicine C M CONVERTED MEDIA EHR IN PRACTICE HOW THESE RANKINGS WERE GENERATED This ranking was determined using a number of factors including industry standing, public opinion of software, social media presence, and available software features relevant to the needs of a small business. This ranking should serve as a rough estimate of software suitability, and more in-depth analysis can be taken below or by using our EHR software comparison. C M CONVERTED MEDIA SHORTLISTING EHR VENDORS CHECKLIST Research EHR employed by similar sized practices in 1 6 Produce an RFI document and send to vendor shortlist the same specialty Identify market leading solutions which offer some 2 7 Narrow shortlist based on RFI responses support in your specialty Leverage professional network for recommendations Compile requirements and business processes in an 3 8 based on their experience RFP document Narrow shortlist based
    [Show full text]
  • Comparative Study of Healthcare Messaging Standards for Interoperability in Ehealth Systems
    Comparative Study of Healthcare Messaging Standards for Interoperability in eHealth systems BOAZ ABRAHAM | STUDENT ID: 18481798 | SUPERVISOR: DR ANUPAMA GINIGE |SUBMISSION YEAR: 2017 DEDICATION To my loving wife Ruth and daughter Sharon Rose Page | I ACKNOWLEDGEMENTS I would like to express my sincere thanks to, Dr Anupama Ginige, my supervisor, for providing guidance from the beginning and reviewing the thesis regularly. Her encouragement, feedback, tips and knowledge sharing helped me to complete this dissertation. I would like to thank all the Western Sydney University, SCEM and GRS department staffs who supported throughout my Master of Research course. I would like to thank my eHealth and Ministry of Health colleagues, friends and management who helped at different stages to gather information for the research. Lastly, I would like to thank my family for sharing their family time and support to complete this course in time. Page | II STATEMENT OF AUTHENTICATION The content presented in this thesis is, to the best of my knowledge and belief, original except as acknowledged in the references. I hereby declare that I have not submitted this material, either in full or in part, for a degree at this or any other institution. Boaz Abraham Page | III Table of Contents List of Tables .......................................................................................................................... VI List of figures ........................................................................................................................
    [Show full text]
  • Carecloud, Inc
    SECURITIES & EXCHANGE COMMISSION EDGAR FILING CareCloud, Inc. Form: 10-Q Date Filed: 2021-05-06 Corporate Issuer CIK: 1582982 © Copyright 2021, Issuer Direct Corporation. All Right Reserved. Distribution of this document is strictly prohibited, subject to the terms of use. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark one) [X]QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 or [ ] TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-36529 CareCloud, Inc. (Formerly MTBC, Inc.) (Exact name of registrant as specified in its charter) Delaware 22-3832302 (State or other jurisdiction of (I.R.S. Employer incorporation or organization) Identification Number) 7 Clyde Road Somerset, New Jersey 08873 (Address of principal executive offices) (Zip Code) (732) 873-5133 (Registrant’s telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, par value $0.001 per share MTBC Nasdaq Global Market 11% Series A Cumulative Redeemable Perpetual Preferred Stock, par value $0.001 per share MTBCP Nasdaq Global Market Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days.
    [Show full text]