Lights, Camera, Help: Supporting Kareo Users with Convenient, Topic-Specific Videos

September 27th, 2011 by Joann Doan

Kareo provides dozens of popular support videos to help learn or refresh use of particular features.In a previous post, we provided an overview of Kareo’s robust online support. We explained that medical billing users and managers of all levels and familiarity with Kareo, including new hires with no experience, have unlimited access to manuals, quick start guides, implementation guides, guides on specific features and topics and a host of video-based resources. These include live webinars and number of self-paced streaming training videos. But, with a topic this important, and with so many support resources available from, there’s more to cover on the subject.

In this post, we wanted to give you more info about the most popular support videos we’ve made available for your convenience. 

We make it easy to get the Kareo information you’re looking for!

In our training videos, our experienced and knowledgeable trainers present complete information and all the details you’ll need. But we realize that much of this information needs to be available as an ongoing resource to refresh users’ memories or for future — and likely repeated — reference. Plus, sometimes you simply need an answer to a specific question.

With this in mind, we’ve created a number of videos that cover the specific topics and questions our trainers most commonly encounter working with Kareo users. We’ve excerpted these videos from our self-based training courses, because we think they are useful for medical billing professionals and important to making Kareo as user-friendly, useful and helpful as possible..  

Here is what you’ll find in our Popular Videos section:

Welcome/Getting Started

Setting Up

Using Kareo

Reporting and Special Topics

At Kareo, we feel it’s important to support medical billing departments, managers and staff with a truly robust support offering. In addition to self-paced training courses and specific-topic videos, we also provide an online community and forum, live webinars and other mechanisms for making sure you have the tools, guidance and assistance you need. And we’ll be covering them in future posts to this blog.

Have a subject you’d like us to cover in this blog? Post it in the Comments section or on our Facebook page. We’d love to help you with it!

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Team Kareo #2004 at Susan G. Komen Race for the Cure – We Did It!

September 26th, 2011 by Joann Doan

Team Kareo was able to nearly triple our fundraising goal for the Susan G. Komen Race for the Cure OC

Team Kareo featured more than 20 members of Kareo employees, friends and supportersOver 22,000 registered participants, 1,600 volunteers and more than 1,700 Breast Cancer Survivors and their families participated in the Susan G. Komen Race for the Cure this past weekend at Fashion Island, Newport Beach.

Team Kareo was more than happy to be a part of that 22,000.  It takes but one person to make a difference; thankfully, Kareo had more than 20 people who felt the same way.  Our initial team goal was to raise $2000, but together, Kareo raised a total of $5,810!!  Team Kareo was able to nearly triple our original fundraising goal for the Susan G. Komen Race for the Cure OCThank you to everyone who donated and supported our cause.  We couldn’t have done it without you!

Susan G. Komen says it best, “The Race is Over, but the Fight Continues…” The official walk is over but they are still taking donations through October 31st.  Every $125 funds a mammogram for a woman in need and could possibly help save a life.  Kareo has helped provide approximately 47 mammograms, but together, we can do more.

To donate to our team, please visit the Kareo Team Page.

Get daily updates on our Facebook and Twitter pages.  

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Improve Your Medical Billing Results with Tips from Our September “Getting Paid” Newsletter

September 14th, 2011 by Joann Doan

Kareo recently released the September issue of our monthly e-newsletter, Getting Paid, and it featured a variety of articles you will want to review in order to improve your medical billing results. Also, be sure to subscribe to the newsletter so you receive it in your inbox automatically. The articles featured included:

Latest from Kareo

Patient Collections: Optimizing Your Outcomes

By Elizabeth Woodcock, MBA, FACMPE, CPC

Learn how to improve your patient collections with these tips from Elizabeth WoodcockWith the lingering economic recession, the challenges to your collections process continue to mount. To get shelter from the storm, try these proven strategies to strengthen the outcomes of your collections process… Read More

Complimentary Webinar: Managing Your Medical Billing Team – Get the Performance You Expect

Thursday, September 15, 2011
1:00 PM EDT/10:00 AM PDT
Speaker: Sara Larch, MSHA, FACMPE

Expert Sara Larch will give tips on managing your medical billing team for the best resultsJoin speaker Sara Larch for this webinar to discuss how to manage your medical billing team for maximum performance. Learn “best practices” in management and discuss real world experiences that you can apply to your medical billing team.

You will learn how to:
Describe the Performance Management Process
Connect the team’s expectations with the medical group’s goals
Evaluate your own management skills via a takeaway tool
Measure staff productivity and staff costs
And much more

Register Now!

Selecting an EHR That’s Right for Your Practice: Five Important Evaluation Areas

By Ron Sterling

Choosing an EHR is complicated by the vast array of evaluation criteria and needs of the standard medical practice.  In many cases, the evaluation of EHR features involves a flood of information… Read More

Evaluating EHRs for Medical Billing Services

By Ron Sterling

Medical billing services must deal with additional complications in evaluating EHR options for their clients and service.  If your clients cover a wide range of sizes and areas of medicine, you may have difficulty finding a single product that can meet a wide range of needs. Your evaluation process needs to… Read More

Best Practices: How Do Your Payers Stack Up?

By Judy Capko

Analyzing your practice’s high-maintenance payers can be an important step to greater profitability – and to taking control of your practice’s efficiency and long-term health. Do it now with this article and downloadable spreadsheetRead More

ICD-10 Training Camp: Ready, Set, GO – to 5010

By Nancy Maguire, ACS, PCS, FCS, HCS-D, CRT

Transaction set 5010 computer upgrade has a compliance deadline of January 1, 2012.  Any entity filing HIPAA-compliant electronic transactions must have completed internal and external testing using 5010 standards; this includes claims submission, remittance advice, eligibility, claims status… Read More

Will Kareo Customers Be Ready for 5010? Of Course!

By Kathy McCoy, MBA

We’ve received questions recently regarding Kareo’s readiness for the transition to the new HIPAA 5010 electronic format. Rest assured, Kareo is on track with our preparation and expects to be testing by the end of October. In the meantime, we have confirmed with our clearinghouse partners that they are ready… Read More

Medical Billing Software Video FAQ – Kareo Security Settings

By Mel Aclaro

Set your Kareo medical billing software security settings appropriately with help from this short videoDo former employees still have access to your billing information? Sadly, the answer could be “yes” if you’re not already taking some of the steps Janet Anwyl, one of our Customer Support Rockstars, shows us in this FAQ video… Read More

Complimentary Webinar: How to Grow Your Billing Service – Having a Successful Sales Conversation

Hear from billing service owners about how they conduct successful sales conversations to grow their businessesYou started your billing service business because you know medical billing inside and out – but are you as good at selling your services as you’d like to be? Learn from the experts in the second in a series of webinars designed to help billing service owners and sales management develop sales strategies… Read More

Case Study

“I feel like we picked the best software possible. Not only because of what it does, but because of the support.”

 Linda Osipchuk, Oleksander Osipchuk, MD, PhD, Psychiatric Services LLC

Linda Osipchuk says, “I feel like we picked the best software possible. Not only because of what it does, but because of the support.”“Trial by fire.” That’s how Linda Osipchuk describes the experience of helping her husband set up his practice right out of residency, and learning the process of medical billing… Read More


Case Study

“Having an open line of communication between the practice and the billing office is a necessity, and Kareo bridges that gap.”

Terri Newton, Multi-Medical Specialties Billing Associates, Inc.

Terri Newton says, “Having an open line of communication between the practice and the billing office is a necessity, and Kareo bridges that gap.” Terri Newton chose Kareo because it helped close the gap in communications between her billing operation and provider offices. “One of the primary reasons I selected Kareo is I needed a quick, easy solution for provider offices to see…” Read More


Billing Tip of the Month

How to Get Updated Patient Addresses Easily in Kareo

Myriam Nieves, Texas Institute of Dermatology, Laser and Cosmetics

Sometimes patients forget to update their address with your doctor’s office, so when you send them a bill, it comes back as “Return to Sender.”  I’ve found that patients usually are interested in updating their address with their insurance company because they want… Read More


Top News and Ideas from Industry

Nearly All Physicians Must Revalidate Medicare Enrollment by 2013

Charles Fiegl, Amednews, Aug. 29, 2011

Roughly 750,000 physicians in the Medicare program soon will be asked to revalidate their individual enrollment records during a massive anti-fraud effort required by the health system reform law… Read More

Employers Say They Will Shift More Health Costs to Workers

Emily Berry, Amednews, Sept. 5, 2011

Many executives at large companies said they will continue to push more health insurance costs onto their employees in 2012 — and that could mean even more patients delaying visits to their physicians… Read More

AMGA: Physician Practices Falter on Thinning Margins

John Commins, HealthLeaders Media, Aug. 17, 2011

Physician groups across the country operated at a significant loss in 2010, thanks largely to dwindling Medicare reimbursements, according to the American Medical Group Association’s 2011 Medical Group Compensation and Financial SurveyRead More

CBO Report Links Debt Reduction to Medicare Pay Cuts

Doug Trapp, Amednews, Sept. 1, 2011

The nation’s debt as a share of the economy could be reduced several percentage points by 2021, but only if Congress allows a number of current-law policies to take effect, including a 29.5% Medicare physician pay cut in 2012, according to a Congressional Budget Office report… Read More

Medicare Unveils Bundled Payment Models to Start in 2012

Charles Fiegl, Amednews, Sept. 5, 2011

Payment bundling for physicians and hospitals is the latest Medicare initiative that aims to improve quality and coordination of care. Physicians and hospitals will be collaborating to bid on providing high-quality, low-cost inpatient and postdischarge care to Medicare patients… Read More

Feds Nab 91 Suspects in Medicare Billing Schemes Totaling $295M

John Commins, HealthLeaders Media, Sept. 8, 2011

Federal authorities on Wednesday detailed an eight-city sweep by the Medicare Fraud Strike Force that netted 91 suspects for various fraud schemes involving false billing. The value of the sweep represented the single highest amount of false Medicare billings in the four-year history of the Strike Force… Read More

$1 Billion Spent to Fight Medicare Fraud in 2010

Charles Fiegl, Amednews, Sept. 8, 2011

The Medicare program spent $1 billion fighting fraud and ensuring the accuracy of payments for health care services in 2010, according to a new government study. The program is praised for its efforts but still lost $48 billion to fraud last year. Physicians worry that legitimate billers could be targeted… Read More

MPFS Update: Dozens of Payment Indicator Changes

AAPC News, Aug. 31, 2011

Effective Oct. 3, Medicare contractors will implement an updated Medicare Physician Fee Schedule Database (MPFSDB), according to the Centers for Medicare & Medicaid Services (CMS). Just under 50 codes will receive payment indicator changes in various categories… Read More

CAC & ICD-10: How to Evaluate What CAC Can Do for Healthcare Providers

Carl Natale, ICD-10 Watch, Sep. 7, 2011

There is a real concern that ICD-10 will create strong productivity losses and increases in claim denial. I say claim denial is a real concern not because of a conscious effort by payers to reduce reimbursements.  But it is very likely that some diagnoses and procedures won’t be coded accurately after Oct. 1, 2013. That’s going to affect productivity and revenue… Read More

We hope you enjoy this issue of the newsletter. Be sure to subscribe now to the newsletter in order to insure you receive future issues.

Read More | No Comments | Filed in Company, Events, Features

Medical Billing Software FAQ – Kareo Security Settings

September 13th, 2011 by Mel Aclaro

Do Former Employees Still Have Access to Your Billing Information?

Sadly, the answer could be “yes” if you’re not already taking some of the steps Janet Anwyl, one of our Customer Support Rockstars, shows us in this FAQ video about managing your Kareo security settings.

But, even if you are taking steps to prevent access by former staff members, it’s just as important to ensure that the currently active staff in your practice each have a level of access that is appropriate to their role.

For example, a temporary or part-time staff member whose main role is to schedule and confirm patient appointments should probably have a degree of access that’s primarily limited to the Appointment Scheduler and related functions. You’d probably agree that the ability to create and edit encounters, approve and send claims or initiate patient statements, for example, should be denied in this case.

Even if no nefarious activities are intended, the consequences of someone in your practice inadvertently triggering a set of billing-related activities that he or she hasn’t been trained to perform can create a lot of frustration for you, to say the least.

Take a few moments to watch Janet’s video. If you have questions, post them in the comments section below. Or, if you prefer: contact Kareo’s customer support team directly.

Important Takeaways

In the video above, Janet discusses some key takeaways related to options you can set under Settings > Security > User Accounts.

I listed those points below.

  • Each Kareo user in your practice should have his/her own unique user account
  • Each unique user account should be assigned membership to only one group corresponding to the highest level of access he/she is intended to fulfill
  • When a Kareo user on your staff leaves your practice, his/her membership to a Group and relevant Practices should be revoked


Take a few moments to watch Janet’s video above. If you have questions, post them in the comments below, or ping customer support.

Read More | No Comments | Filed in Product, Training

Destination, Las Vegas – HBMA Fall 2011

September 12th, 2011 by Joann Doan

Visit the Kareo booth at HBMA and you could win an iPad2!The HBMA Fall conference is just days away! We’re looking forward to reconnecting with colleagues and networking with new attendees and exhibitors.

HBMA is providing multiple sessions with speakers discussing the hottest topics in medical billing.  From Hot Topics in Compliance and ICD-10 Preparation with Holly Louie & Karen Collier to ACO Overview with Bruce Armon, this isn’t a show to miss.  Kareo will be there with our top
representatives to answer any of your medical billing software questions, so don’t forget to visit our booth #309!

We’ll also be holding a drawing for a customized Kareo iPad2 on the last day of the show – Friday, September 16th – during the Final Exhibit Hall Break & Drawing at 9:30am! (Rules: Drop your business card into our bowl to be entered.  You must be present in order to win.)

Visit the Kareo booth at HBMA and you could win a customized iPad2

Vegas, here we come!

For more updates and info on the drawing and conference, follow us on Twitter or like us on Facebook.

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Welcome to Building Kareo, a weblog by the team at Kareo about our products, our partners & competitors, medical billing, healthcare information technology, and much more.


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