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Kareo Help Center

View or Edit ROI Calculator Unit Values

The ROI calculator allows you to see exactly how Kareo is delivering value to your practice and allows you to determine the value of each interaction.

Note: Changes made to values in the ROI Calculator apply to all providers in the practice.

Access the ROI Calculator

  1. Hover over the Engage icon in the top navigation bar and click Performance Dashboard. The Performance Dashboard opens.
  2. Click ROI Calculator on the Return on Investment card. The Return on Investment Calculator window opens.

View or Edit ROI Calculator Values

​​​​​​​ROI Calculator values display to the right of each metric.

  1. To edit a value amount, click in a Unit Value box and enter the desired dollar amount, or use the up and down arrows to select a new value.
  2. To revert all Unit Value amounts to the original pre-set options, click Restore Default Values.
  3. Click Save to record your changes. 
MKTG view or edit ROI calculator values 2.png

 ROI Calculator Details

Interaction Default Value Description
Appointment Reminders Sent $3 Automated message sent to a patient reminding them about an upcoming appointment.
Appointment Reminders Confirmed $3 Electronic confirmation of an appointment from within an appointment reminder. 
Patient Surveys Sent $3 Email delivery of post-appointment survey.
Patient Recalls Sent $3 Automated message sent to bring back overdue or inactive patients.
Patient Recalls Resulting in Appointments $150 A scheduled appointment resulting from an automated patient recall message.
Online Appointments Scheduled $150 An appointment scheduled through the provider's online profile.
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