kareo patient referrals report

by Dr. Kian Emard I 7 min read

About Patient Reports - Kareo Help Center

2 hours ago Patient Detail - This report provides a patient’s details, including demographics and insurance information. Patient Referrals Summary - This report lists the referring providers, the number of patients referred, and the total charges generated by those patients for a period of time. Patient Referrals Detail - This report lists the patients ... >> Go To The Portal


Available for Kareo Clinical subscribers. Run Patient List Report Hover over the Clinical icon and click on Clinical Reports. The Reports page opens. Select Patient List from the drop-down list.

Full Answer

What are the benefits of Kareo patient statements?

With Kareo Patient Statements you can spend less time billing and increase patient collections. Patient due amounts are an increasing portion of practice A/R. Learn five steps to improve patient collections now. Want to view more resources? View the full list here.

How does Kareo work with electronic statements?

From the electronic statement, the patient reviews the balance and can make a quick, convenient, and secure payment online. If no payment is made, you can automate the printing and mailing of paper statements using the workflow within Kareo. Learn how to sign up for electronic statements and online credit card processing.

How do I send a referral to a patient using an encounter?

Click Send Referral By at the bottom of the note and select Direct Message from the drop-down menu. The Send a Referral for (patient name) window opens. Click the "Encounter Note" checkbox to include the encounter note with the referral (optional).

What is a patient list report?

The Patient List report is used to generate lists of patients by specific conditions to use for quality improvement, reduction of disparities, research or outreach. Only patients with signed notes are included in the results.

How to sort patient list?

Navigate Patient List Results 1 Click a column header to sort results. 2 Click the left and right arrows to navigate to additional pages of messages. 3 Click Change Criteria to select different filters to run the report. 4 Click Print Report to generate a PDF of the results. Use the browser's function to print or save the report.#N#Note: The report will generate with the default sorting.

Access Referrals

Hover over the Clinical icon and select Referrals. The Referrals page opens.

Navigate Referrals

Detail View: Click to change the view of the referrals to show additional information. Click List View to revert back to the default view.

Kareo Patient Statements

With Kareo Patient Statements you can spend less time billing and increase patient collections.

5 Steps to Perfect Patient Collections

Patient due amounts are an increasing portion of practice A/R. Learn five steps to improve patient collections now.

What happens when a batch of patient statements is sent to RevSpring?

When a batch of patient statements is sent to RevSpring, all patient addresses are matched against the records in USPS. If a new address for the patient is found, RevSpring uses the new address to send the patient statement and generates a COA report for review.

What is a CASS error report?

When a batch of patient statements is sent to RevSpring, the file is checked against the Coding Accuracy Support System (CASS); a tool created and used by the USPS to ensure address matching quality and accuracy of the software. If errors are found, the patient statement final confirmation report received indicates the amount per error code and the corresponding CASS error report with details regarding the specific errors is also received for review.

How does Kareo Clinical work?

Kareo Clinical provides improved care coordination with the ability to send patient referrals through secure electronic Direct Message, by eFax, or by downloading and printing the file. Each patient referral includes a Transition Of Care (TOC) and the option to attach an encounter note. Your referral history can be viewed in Referrals under the Clinical icon.

How to include encounter note in referral?

Click the "Encounter Note" checkbox to include the encounter note with the referral (optional). By default, all items are pre-selected in the Summary of Care. Click to uncheck the boxes of items you do not wish to include in the referral summary. Click Send Message. The Direct Message window opens.