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- Navigate the Billing Tasks
- Schedule Patient Appointment
- Setting Up Appointment Resources and Reasons
- Add Referring Providers
- Provider Settings
- Adding Email Addresses for Patients
- Care Checklist
- Sending Email Statements to Patients
- Find and Navigate Encounters
- Create New Patient
- Patient Account
- Patient Portal Demo for Providers
- Text Shortcuts
- Set Up Users
- Create Messages
Recently updated
(date updated)- Navigate the Message Center
- Send Intake Forms from New Appointment
- Send Intake Forms from Confirm Appointment Request
- Set Up Kareo Kiosk on Android
- Manage Surveys & Reviews Settings
- Set Up Kareo Kiosk on iOS
- Review Medical History Intake
- Send Text to Patient
- Send Message to Staff
- Send Email to Patient or Patient Group
- Edit or Delete Patient Group
- Edit or Delete a Message Template
- Create Patient Group
- Duplicate Message Template
- Create Message Template
Recently added
(date created)- Set Up Kareo Kiosk on Android
- Review Medical History Intake
- Set Up Kareo Kiosk on iOS
- Kareo Kiosk
- Send Email to Patient or Patient Group
- Send Text to Patient
- Send Message to Staff
- Duplicate Consent Form
- Edit Consent Form
- Archive or Restore Consent Form
- New Consent Form
- Consent Forms
- Additional Support
- Messaging
- Patient Intake