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
Business Office Workflow