As you get set up in KASA, we recommend completing the following steps to ensure that everything you need is set up. Use the links in the checklist to assist you in completing each task. You can also download the checklist.
After you log in for the first time, you will want to set up your KASA profile, set your calendar and availability, and customize your notification preferences. You can follow along with this video as well.
Update Profile- be sure to add your title and credentials as they will be used in your digital signature.
Set up Schedule and Availability
Customize Calendar and Appointment Preferences
First, you will need to add your Billing Class, which will indicate the default modifier that is included when you bill claims to insurance payers, and then set your default billing rates. Please note that you will not be able to add your Billing Class until you have entered your Rendering NPI.
Add Rendering NPI and Billing Class
As you start adding clients, it is important to add the information exactly as it appears on file with the Insurance Company. You can also follow along with this video.
Once the Client is created, you can add or edit the following information: