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Kareo Help Center

Desktop Application (PM) Training - Biller

Standard training is available to all customers anytime, anywhere. Watch a previously recorded training by a Kareo training specialist or complete an e-Learning course to refresh your Kareo knowledge. View the available trainings below built specifically for Billers using the Desktop Application.

New to Kareo? Register for Kareo University to schedule live trainings, view pre-designed courses, and hands-on eLearnings. Learn more about Kareo University here.

Already a user? Sign in to Kareo University to complete your assigned courses.

 


Setting Up Kareo Desktop Application

Administrators will start with this eLearning to configure the practice's settings in Kareo Platform. You will learn how to add insurances, set up users, add service locations, manage your provider profile, configure calendar settings, activate patient communications, and much more.

 
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Launch the Platform eLearning course.

Then, continue with this eLearning to complete your practice and provider's specific billing settings. You will also learn how to set up insurance companies/plans, payer connections, fee schedules, and more.

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Launch the Desktop Application eLearning course.


Entering Patients And Insurances

This eLearning focuses on how to create and effectively manage patient records in Kareo's Desktop Application. You will learn how to add insurance and self-pay options, create individual patient alerts, review patient account history, upload documents (e.g., copy of insurance card), and create a task list to help keep you on top of the things you need to do.

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Launch the eLearning course.


Encounters: Entering And Approving Charges

This eLearning focuses on the process of creating and approving encounters. You will learn how to find encounters, create new encounters, populate required billing fields, update encounter status, and set up default encounter options.

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Launch the eLearning course.


Sending Claims And Reviewing Clearinghouse Reports

This eLearning focuses on how to submit and effectively manage the claims process. You will learn how to submit claims electronically, print them to paper (if necessary), find and review clearinghouse reports, resolve and resubmit claim rejections, and more.

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Launch the eLearning course.


Appointment Scheduler

Watch this training to learn how to effectively use the features of your office and provider calendar. You will learn how to set up the scheduler with appointment reasons, resources, and timeblocks. In addition, you will be trained in scheduling appointments, receiving copays, and checking patient eligibility.

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Watch the pre-recorded training.


Posting Payments

This eLearning focuses on posting payments. You will learn how to manually post insurance payments, auto post ERAs, apply patient payments, and send patient statements.

Note: The live training may be taken more than once for a $200 fee.

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Launch the eLearning course.

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Download the payment posting guide.

emailtraining.png After receiving your EOBs and ERAs for claims submitted from Kareo, email your Success Coach to schedule your one-time, one-on-one free live training.

If you no longer have a Success Coach, email training@kareo.com to request payment posting training. 

Partner Integration Trainings

Kareo / Practice Fusion Integration

If you’re using Kareo with Practice Fusion’s EHR, watch these trainings to learn how to establish the data connection between the two systems and best practices for using the two systems together.

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Watch the pre-recorded integration training.

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Watch the pre-recorded superbill workflow training.

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Email training@kareo.com to schedule a live training session.

Kareo/WebPT Integration

Watch this training to learn the basic information you will need to enter in both Kareo and WebPT. You will also learn how to send your charges/daily notes from WebPT to Kareo and manage encounters.

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Watch the pre-recorded training.

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Email training@kareo.com to schedule a live training session.


 

 

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