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Kareo Help Center

Kareo Admin Setup Guide

Updated: 07/21/2021
Views: 2448

Utilize the guides below to set up practices for success.

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 Kareo Web Platform (e.g., Clinical, 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 Kareo Web Platform. They will also learn how to configure insurance companies and plans, payer connections, fee schedules, and more.

For Billing Companies and their clients, download these guides.

Admin Setup Guide Part 1 - Billing Company System Administrators of billing companies will learn how to configure their client's practice settings in the Kareo Web Platform. They will create providers and users, add service locations, set security policies, and more.
Admin Setup Guide Part 2 - Billing Company Kareo Billing subscribers have access to both the Kareo Desktop Application (PM) and the Billing module in the Kareo Web Platform. System Administrators of billing companies will learn how to configure insurance companies and plans, payer connections, fee schedules, and more.
Practice Admin Setup Guide Clients of billing companies will learn how to configure practice settings in the Kareo Web Platform. Designated Practice Administrators will learn how to manage users, service locations, provider profiles, calendar settings, clinical settings, patient communications, and more.

 

 

 

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