- Log into Kareo (you will be prompted to select a practice is there is more than one.
- Click Reports from the top menu bar.
- Select Patients --> Patient Demographics Export.
- Click the Customize button on top of section and make sure that 'All Balances' is selected under Balance. Click OK.
- Click Excel button on the bottom, and save the file to your desktop.
Once you have the file saved, please feel free to submit this to us for processing. This is done directly through the EHR by selecting the Import Patients tile on your Practice Dashboard.
Please visit our tutorial on uploading patient demographics: How do I import my patients?