Skip to main content


Kareo Help Center

Getting Started

Delivering care, getting paid and finding and engaging patients are all complicated propositions in today’s challenging healthcare environment. Kareo makes the business of running an independent practice easier and more rewarding. When a practice runs better, patients feel it.

Utilize the resources below to set up your practice for success.

Get started

Get started with Onboarding Learn how your dedicated Success Coach will help you succeed.
Attend Kareo University Kareo University is a free online Learning Management System to access live trainings, pre-designed courses, and eLearnings.
Download the Admin Guide To properly configure Kareo, download these guides.
Download the Desktop Application Install the billing desktop application.
Check out our Mobile App Access Kareo Clinical on iPad, iPhone, and Apple Watch.

Clinical Enrollments

eRx Enrollment Enroll for ePrescribing to reduces time spent on the phone and faxing pharmacies.
Electronic Prescribing for Controlled Substances (EPCS) Enroll to prescribe control substances electronically.
eLabs Enroll in eLabs to order patient lab test electronically.
Direct Messaging Set up an electronic messaging system to transmit PHI to other authenticated providers.
Patient Portal Enable the Patient Portal to allow patients to view their health record and send messages to the provider.

Billing Enrollments

Setup Insurance Enrollments Enroll for electronic services to submit claims, check eligibility, and receive ERAs.
Patient Payments Sign up for Kareo Patient Payments to collect payments in person, over the phone, and online.
Patient Statements Sign up for Kareo's patient statement mailing service to accelerate patient collections.

Additional Resources

Kareo Engage Kareo Engage helps you create a superior end-to-end patient experience, getting found online, communicating with patients, to re-care reminders.
Kareo Telehealth With Kareo Telehealth, you can connect with patients anywhere at anytime.
User Guides Utilize the guides to set up your practice for success.
CMS Incentive Programs Learn how to deliver value-based care and get the maximum positive incentives available to your practice.
Resource Library Browse through a collection of information that has been created by industry experts specifically for independent practices.


  • Was this article helpful?