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Kareo Help Center

Add a New Kareo Module

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Visit the Solution Center to learn how Kareo can add even more value to your business. Subscribing to multiple Kareo modules creates a single experience for both managing and marketing your practice. New modules can be added by users with the System Admin role.

Navigate to the Solution Center

Hover over the User icon on the right of the top navigation bar and click Solution Center. The Solution Center opens.

Platform_Solution_KMB.png
A check mark displays on the icon of modules that are active on your account.  Solution_Center_Active_KMB.png

Review Kareo Module Details

  1. Click Learn More on the selected module. The Module Details window opens.
  2. Review the module details provided.
  3. Click Get in Touch to contact Kareo for more information.

Solution_Center_LearnMore_KMB.png

Add a New Kareo Module

  1. Click Buy Now on the selected module. The Purchase window opens.

Solution_Center_BuyNow_KMB.png
  1. Click on a provider name to include or exclude them in the module purchase.
  2. Click Continue. The Confirmation window opens.
 Solution_Center_Providers.png
  1. Review the provider names included in the module purchase.
  2. Click I have a promo code to enter a promotional code (if applicable).
  3. To view pricing details for the module, click Show Pricing.
  4. Click to check the box and agree to the Terms of Service.
  5. Click to review the Terms of Service.
  6. Click Confirm. The Solution Center reopens.
 Solution_Center_Confirmed.png
A confirmation message displays at the top of the window and a green check mark displays on the module. Solution_Center_Purchased_KMB.png

 

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