Automated Patient Billing Reminder Calls from Kareo (Revenue Cycle Management)

This article will show you how to export your Patient Accounts Receivable Detail report to Excel to upload to 1-800 Notify so you can easily call all your patients with customized and personalized billing reminder calls.'

Want to try our billing reminders? Click here: http://www.1800notify.com/signup/

1.) Login to Kareo.

2.) From the menu, select REPORTS > ACCOUNTS RECEIVABLE > PATIENT COLLECTIONS DETAIL

3.) When the report comes up on the screen, verify it looks correct, then at the bottom of the screen click the EXCEL button as shown.

4.) Select a folder and file name that you will be able to remember when you upload the file to your secure account on 1-800 Notify's web site and follow the steps in the related article to upload your file and schedule when your calling job will start.

RELATED ARTICLE:

HOW TO UPLOAD AND SCHEDULE YOUR CALLING JOB