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Kareo Help Center

Billing Companies Provider Customer Training

New to Kareo? You've come to the right place! Here, you'll find everything you need to get up and going. 

 

Select your role below to learn more recommended trainings to help you get started.


Office Manager/Administrator

Kareo Administrator Training (Non-Clinical)

During this training your Kareo Trainer will show you how to setup features and functionalities specific to the specialty of the practice. You will also learn how to complete calendar settings, setup patient communication options, and manage provider profile.

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Register for a live training session.

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Watch the pre-recorded training.

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Download the course outline.

Kareo Administrator Training (Clinical)

During this training your Kareo trainer will demonstrate how to set up features and functionalities specific to the specialty of the practice. You will also learn how to connect more efficiently with your patients and deliver better care by utilizing Kareo’s online Practice Portal.

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Register for a live training session.

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Watch the pre-recorded training.

courseoutline.png

Download the course outline.

Kareo Marketing Training

During this training your Kareo Trainer will demonstrate how to look good online, which helps grow your patient base and practice. You will also learn how to save time communicating with patients using automated reminders, recalls and patient broadcast. At the conclusion of this course you will see how using the ROI calculator allows you to see exactly how Kareo delivers value to your practice.

registerlivetraining.png

Register for a live training session.

Play button small.png

Watch the pre-recorded training.

courseoutline.png

Download the course outline.

 


Front Office

Kareo Front Office Training

During this training your Kareo Trainer will demonstrate best practices using Kareo Platform functions. You will learn how to save time communicating with patients with Kareo’s automated appointment reminders. You will also be able to add patients, schedule patient appointments, create secure messages, successfully check-in patients for their appointments and upload documents.

registerlivetraining.png

Register for a live training session.

Play button small.png

Watch the pre-recorded training.

courseoutline.png

Download the course outline.

 


Clinical Assistant

Kareo Clinical Assistant Training

During this training your Kareo trainer will demonstrate best practices using Kareo Clinical module functions and features. Upon completion of this class you will be able to identify how
easy it is to use Kareo to efficiently document necessary patient information in preparation for Provider examination.

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Register for a live training session.

Play button small.png

Watch the pre-recorded training.

courseoutline.png

Download the course outline.

 


Provider

Provider Training (Clinical or Mental Health)

During this training you will learn how easy it is to use Kareo Clinical module for everything on their agenda for the day. Using our up to date MU compliant software, your Kareo trainer will walk you through documenting patient visits from start to finish. This course will demonstrate how to customize the Kareo for your specialty and how Kareo’s technology works together to help you chart easily and get paid efficiently, by allowing you to connect with your patients more and provide better care.

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Register for a live training session.

Play button small.png

Watch the pre-recorded training.

courseoutline.png

Download the Clinical Provider course outline.

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Download the Mental Health course outline.

Template Editor (optional)

Templates are used to streamline physician documentation. Kareo Clinical provides over 150 templates that are pre-installed. Upon completion of Template Editor you will be able to develop customized templates and edit existing templates. 

registerlivetraining.png

Register for a live training session.

Play button small.png

Watch the pre-recorded training.

courseoutline.png

Download the course outline.

 Kareo Marketing Training

During this training your Kareo Trainer will demonstrate how to look good online, which helps grow your patient base and practice. You will also learn how to save time communicating with patients using automated reminders, recalls and patient broadcast. At the conclusion of this course you will see how using the ROI calculator allows you to see exactly how Kareo delivers value to your practice.

registerlivetraining.png

Register for a live training session.

Play button small.png

Watch the pre-recorded training.

courseoutline.png

Download the course outline.

Billing Companies Provider Customer Training

     

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