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Kareo Help Center

Kareo Admin Setup Guide

Updated: 03/19/2021
Views: 2031

To properly configure Kareo, download these guides.

Admin Setup Guide Part 1 System Administrators will learn how to configure the practice's settings in the web application for Kareo Billing, Clinical, and Engage. They will add insurances, set up users, add service locations, manage  provider profiles, configure calendar settings, activate patient communications, and much more.
Admin Setup Guide Part 2 For Kareo Billing subscribers, System Administrators will complete the practice's and provider's specific billing settings in the Kareo Desktop Application (PM) and learn how to navigate the Billing module features in the web application. They will also learn how to configure insurance companies and plans, payer connections, fee schedules, and more.


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