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The following new patient data is transferred: Patient Record Number Full Name Social Security Number Date of Birth Gender Contact Information Guarantor Patients are matched between Practice Fusion and Kareo based on the following criteria: First Name Last Name Date of Birth Gender Copyright 2015 Kareo, Inc. Always use Practice Fusion as the system of record.
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Note that if you update patient information in Kareo, it is not updated in Practice Fusion. Updated Aprilĥ Patient Demographic Data New patients entered in Practice Fusion are automatically created in Kareo when you submit the superbill within Practice Fusion. Check the Procedure is currently used box. TOS: Select the type of service (TOS) from the drop-down menu these are industry classifications for various types of procedures. Official Name: Enter the official name of the procedure avoid abbreviating procedure names when possible.
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If it s a custom CPT, check the Custom Code box. Procedure Code (CPT): If a speed code was entered, enter the real 5-character procedure code in this field. Procedure or Speed Code: Enter a 5-character (numbers and/or letters) code. If the procedure code is not in the system, click New at the bottom. To avoid duplication, a best practice is to first search the database to see if the procedure code already exists in the system. Click Settings > Codes > Find Procedures on the top menu. To add a custom procedure code in Kareo 1. Note: After adding new custom codes, you may need to log out and back into Kareo and Practice Fusion to see new codes appear when submitting your next Superbill. In order for the information to be sent properly from Practice Fusion to Kareo, custom codes must be set up in Kareo and match the information in Practice Fusion. Updated AprilĤ Add Custom Procedure Codes In some instances you may need to add custom procedure codes specific to your practice. When finished, click Submit Copyright 2015 Kareo, Inc. Note that the Service Location Name needs to match the Internal Name given to your Service Location in Kareo.
On the Billing Solutions window, select Kareo and add your account information. Log in to Practice Fusion and select Dashboard in the left menu. Updated Aprilģ Submit an Integration Request To integrate your Kareo account with your Practice Fusion account, you will need to submit a request through Practice Fusion. Write down the ID you see in your account, as you will need it when you submit an Integration Request. On the Integration Options window, your ID is listed at Kareo Practice ID. Click Settings > Options > Integration Options in the top menu. At least one practice set up in Kareo At least one provider set up in Kareo At least one service location set up in Kareo Your provider NPI number the number must be the same in both Kareo and Practice Fusion Your Kareo Practice ID To locate the Kareo Practice ID 1. Updated AprilĢ Integration Setup What You Need to Get Started In order to establish an interface between your Kareo and Practice Fusion accounts, you will need the following: An active Kareo PM account with either the Plus, Complete or Max plan. The information can be corrected in Kareo and the superbill resubmitted. General information that will transfer from Practice Fusion into Kareo: Patient demographic data Insurance information Superbill If any of the above is not set up in Kareo, an error message is sent back to Practice Fusion, shown on the superbill history.
Because this is uni-directional, note that information will not currently transfer from Kareo into Practice Fusion. The technology integration between Kareo and Practice Fusion currently supports a uni-directional data interface: When you enter certain information into Practice Fusion and submit an encounter, that information will automatically transfer into the Kareo system.
1 Integrating Kareo PM and Practice Fusion EHR Welcome to the Kareo guide to integrating Kareo s Practice Management (PM) system with Practice Fusion s electronic health record (EHR) system.
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