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Kareo Help Center

Billing Company Training

Learn How You Want, When You Want

Register for a live training and Q & A session, or learn at your own pace.

New to Kareo Practice Management? Take a FREE training course to get started. Register for a live training or take an online course at your leisure.

  • Click Register to join a scheduled live, web-based training with a Kareo expert.
  • Click View eLearning to take a self-paced, eLearning course.
  • Click View pre-recording to view a training previously recorded by a trainer.
  • Click Course outline to view the details of what is covered in each course.
  • Click Schedule now to email the Kareo Training Team.

 


Setting Up Kareo Desktop Application

This session dives into the contents of the “Settings” tab. You’ll learn how to update Practice Information, activate Kfax, create Provider claim overrides, add new insurance companies and plans, establish payer connections, create/upload a practice fee schedule, and more.

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Register for a live training session.

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Launch the eLearning course for an online interactive training experience.

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Download the course outline.

Entering Patients And Insurances

This session will teach you how to create and effectively manage patient records in Kareo's Desktop Application. You’ll 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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Register for a live training session.

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Launch the eLearning course for an online interactive training experience.

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Download the course outline.

Encounters: Entering And Approving Charges

This session covers the process for creating and approving encounters. You’ll 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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Register for a live training session.

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Launch the eLearning course for an online interactive training experience.

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Download the course outline.

Sending Claims And Reviewing Clearinghouse Reports

This session demonstrates how to submit and effectively manage the claims process. You’ll 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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Register for a live training session.

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Launch the eLearning course for an online, interactive training experience.

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Download the course outline.

Posting Payments

Training 6 is only available to customers who are still in the implementation program. This training is offered as a one-time, one-on-one training to ensure your protected health information stays secure. It covers posting payments — the last step in the revenue cycle.

After receiving your EOBs or ERAs for claims submitted from Kareo, please your Success Coach with a request for "Training 6 – Posting Payments" and we’ll get you set up. (Note: The training may be taken more than once for a $200 fee.)

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Launch the eLearning course for an online interactive training experience.

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Download the payment posting guide.

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Download the course outline.

Appointment Scheduler

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

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Watch the pre-recorded training.

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Download the course outline.

1-1 Integration Training

During this 1-1 training your Kareo trainer will demonstrate how Kareo works together with the Desktop Application. At the completion of this course you will be able to explain where information that is entered into the Kareo Platform from your clients populates and help the Practice Administrator recognize the health of the practice via billing analytics and other reports that can now be found in Kareo Platform.

emailtraining.png Email TrainingTeam@kareo.com to schedule a web-based training session.
courseoutline.png

Download the course outline.


Partner Integration Trainings

Kareo / Practice Fusion Integration

If you’re using Kareo with Practice Fusion’s EHR, join this training 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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Email TrainingTeam@kareo.com to schedule a web-based training session.

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Watch the pre-recorded training.

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Download the course outline.

Kareo/WebPT Integration

This training will show you the basic information you will need to enter in both the Kareo and WebPT platforms. Additional topics you learn include: sending Kareo your charges/daily notes; verifying and editing your encounter information for approval.

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Email TrainingTeam@kareo.com to schedule a web-based training session.

Play button small.png

Watch the pre-recorded training.

courseoutline.png

Download the course outline.

 
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