Skip to main content


Kareo Help Center

Kareo Workshops

The Customer Education Team offers hands-on workshops for you to learn how to use Kareo features and apply your knowledge. A trainer will be available during the session for questions and assistance while you work independently.

Not ready for a workshop? Attend Kareo University to schedule live trainings, view pre-designed courses, and hands-on eLearnings.

Create Custom Forms

Duration: 1 hour

This is a hands-on workshop for System Administrators to learn how to create custom forms (e.g., financial agreement, questionnaires, screening tools, HIPAA form, etc.). The Customer Education Team will demonstrate the features of Custom Forms and be available for questions or assistance while participants create custom forms for their practice. At the end of this workshop, participants will have at least one custom form ready to use and be able to create additional forms on their own.

Have sample intake forms (e.g., patient agreement, HIPAA form, etc.) ready to use as a temple to create practice specific forms during the workshop.

Register Now

  • Was this article helpful?