how to run a report in kareo showing only medicare patient list

by Stacey Rolfson 4 min read

Run Patient List Report - Kareo Help Center

15 hours ago About Patient Reports. Use the Patients reports to access information about patients associated with the practice. These reports are located in the Patients section of the Reports menu, and include: Patients Summary - This report shows a summary of patients over a period of time. Patient Transactions Summary - This report shows a list of ... >> Go To The Portal


On the A/R Aging Summary window, click the Patient link. Then click Edit Filters. Enter up to five patients to filter the report to only include the targeted patients.

Run Patient List Report
  1. Hover over the Clinical icon and click on Clinical Reports. The Reports page opens.
  2. Select Patient List from the drop-down list. The Reports page opens.
  3. Select the filter criteria. ...
  4. Select how the results to display: ...
  5. Click Run Report.
Jan 28, 2020

Full Answer

How do I pull a report from kareo?

Click Reports > Reports Guide.To view details on reading each report, refer to the specific report in the Reports section.For instructions on managing reports (filter, search, print) see Reports Management.

How do I get patient list Practice Fusion?

To get started, select Patient Lists from the Reports section of your EHR. To begin your report, click Start a new query... and select from the drop-down menu. Click “+” to add additional criteria to your search (there is no limit to the # of search criteria per report).

Is kareo certified?

Yes! Kareo Clinical is 2014 Edition certified by the Drummond Group for both Stage 1 and Stage 2. Kareo's CMS EHR Certification ID is: A014E01NDGFDEAD. For more information, educational resources, and training, visit our Meaningful Use Resource Center at www.kareo.com/meaningful-use.

What is kareo used for?

Kareo is an all-in-one, integrated technology platform that streamlines care delivery, patient engagement and business management workflows.

How do I export a patient list from Practice Fusion?

You can export your patient list from the Patient List report by following these steps:Navigate to the Reports section.Double-click on the Patient Lists report.Select a query (i.e. Age).Select the criteria you wish to filter (i.e. age 0-100).Click the Run Report button in the top right corner.

How do I export patient data from Practice Fusion?

CSV, allowing Practice Fusion users enhanced access to their data. To export your report, select Run Report and click Export or Export to CSV. Choose the location where you would like to save your file, then select Save. Note: The Appointment report and Prescription report can be printed but not exported.

Is Kareo private or public?

PrivateKareo is a company based in Irvine, California that provides software as a service for independent medical practices....Kareo.TypePrivateWebsitekareo.com5 more rows

Who owns Kareo?

Dan RodriguesDan Rodrigues is the Founder and CEO of Kareo. Dan founded Kareo in 2004 with the vision of making medical billing easy for doctors and their staff. Since then, Kareo has become the leading cloud-based software platform focused on independent healthcare practices in the United States.

What is Kareo patient portal?

The Patient Portal is an easy way for patients to view their health record online. Patients can review their problems, allergies, medications, eLab results, vitals, shared treatment plans, and make an online payment. They can also message their providers and authorize access for a guest to view their account.

What is Kareo medical billing software?

About Kareo Billing Kareo is a web-based medical billing and practice management solution used by medical practitioners and physicians across the United States. The system suits small practices and billing companies.

Is Kareo a good EMR?

The Verdict Kareo's electronic medical record (EMR) and practice management systems are the most intuitive of the medical software we reviewed, and it's an excellent, reasonably priced choice for virtually any medical practice.

How much does Kareo cost?

Kareo Billing Pricing Overview Kareo Billing pricing starts at $125.00 per month. They do not have a free version. Kareo Billing does not offer a free trial.

What are the reports used in Kareo?

Practice-Specific Reports - Kareo offers a comprehensive assortment of reports for your practices. Use key indicators reports to review the key practice metrics. Use accounts receivable reports to monitor the revenue you are owed. Use encounters and charges reports to monitor your billings. Use payments and adjustments reports to review your collections. Use denial management reports to identify data entry errors and missed revenue opportunity. Use patient and scheduling reports to monitor the flow of patients through the practice.

How to create custom data requests in Kareo?

Create Custom Data Requests from Kareo - With the Kareo Add-In for Microsoft Excel, you can execute customized data requests from the Kareo service. You start by selecting the type of data to query, such as appointments, charges, patient, providers, transactions, and more. Then, you select fields to return from a list that includes all of the available fields for each type of data. Finally, you can enter query parameters to limit the data returned by date range or other criteria.

Can you use Kareo for all users?

Security and Permissions - You can provide real-time, unencumbered access to reports for all users in your organization with Kareo's web-based medical billing software. Or, if you prefer, you can use special reporting options to limit the date ranges of reports for certain classes of users, such as physicians, or front-office users. This can be used by a billing office to control access to reports, for example, so that certain users can only view reports for a period after the books are closed on that accounting period.

Can you use hyperlinks in Kareo?

You can use hyperlinks to drill-down from summary to detail reports, and to drill-down from detail reports to related records.

Can you filter data by advanced criteria?

You can filter your data by advanced criteria. You can sort the rows of your data by any field. You can group and subtotal rows by any build. You can build advanced reports using pivot tables. Finally, you can create stunning charts to analyze your data. Subscribe to.

Can you report service date?

You can report by service date or post date. You can filter, group, and sub-group by various criteria, such as providers, departments, service locations, insurance companies, and more. You can filter by procedure code or range. You can generate reports by charge or payment batch.

Can you use Kareo to build reports?

You can build custom reports using your data from Kareo's web-based medical billing software and the powerful features of Microsoft Excel 2007. The Kareo Add-In for Microsoft Excel is an extension of the Kareo platform that lets you retrieve data from the Kareo service and use the power of Microsoft Excel to analyze your data and build advanced reports.

Report Purpose

This report provides an individual patient balance detail for the report date, including procedure code/description, charges, adjustments, insurance payments, patient payments and where current balances stand (pending insurance or patient balance).

Value

Use this report to audit the current state of the patient’s outstanding balances.

Kareo PM Recommendation

This report provides the ability to take a deep dive into individual patient balances: Built-in hyperlink gives access to the Edit Claim window for the selected item.

What is Kareo billing?

Kareo Billing follows all industry standards for verifying insurance benefits electronically to help reduce denied insurance claims and manage patient payment responsibility. When the electronic verification is sent, an immediate response is returned with details about the patient's insurance policy, including medical services covered and the terms of the patient's copay, coinsurance, and deductible.

What insurance companies does Kareo work with?

With Kareo, you can easily submit insurance eligibility inquiries to hundreds of government and commercial insurance companies including Medicare, Medicaid, Blue Cross and Blue Shield in nearly every state, and most commercial insurance companies including Aetna, Cigna, Humana, United Healthcare, ...

Do you know if you are covered by insurance?

Some insurances also provide insight into the level of medical service they qualify for and the patient's payment responsibilities , such as the deductible, copayment, or coinsurance required.

Can you view an insurance eligibility report?

The insurance eligibility report can be viewed on-screen, printed, or saved to the patient's record and insurance policy file for access anytime. That’s transparency from start to finish! Depending on insurance, billers can receive a detailed report outlining pertinent patient eligibility details for the visit.

How many insurance plans can you filter?

Enter up to five insurance plans to filter the report to only include the targeted plans.

Why do we generate a period end report?

It is common for practices to generate this report as part of a period end (day, month, quarter or year) to gain a perspective on the aging of the outstanding balances.

What does "if in the A/R by insurance plan" mean?

If in the A/R by Insurance Plan, refers to the plan name. If in the A/R by Patients, refers to the patient name.