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Kareo Help Center

Workflow Shortcuts

The Workflow is a visual guide to shortcuts of key business process functions. With a click of a button, you can initiate the function described by the corresponding label. By default, the Medical Office Workflow is assigned to new users.


Note: Kareo PM is a permission-driven application. Your permission level is determined by your Kareo PM application administrator. If you don't have access to a specific task or function described within these help topics, please contact the person in your office who is the Kareo PM application administrator.


Medical Office Workflow

Workflow Shortcut - Medical Office.jpg


Business Office Workflow

Workflow Shortcut - Business Office.jpg


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