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- Checking In a Patient
- On Demand Print
- Document Upload
- Transfer Balance to Patient Responsibility
- Edit Practice Information
- Add Insurance Plan
- Add Referring Providers
- Add Referral Sources
- Add Insurance Plan
- Set Up Provider Profile
- Add Vitals
- Create a Note
- Work Billing Tasks in the Desktop Application
- Schedule Follow-up Appointment
- Access Note Sections/Templates
Recently updated
(date updated)- Change Patient Appointment Status
- Check Patient Insurance Eligibility
- Navigate the Messages Window
- Reply to Message
- Create New Message
- Access Messages
- Invite Patient to Patient Portal
- Navigate the Clinical Decision Support Tool / USPSTF Recommendations
- Add Patient Insurance Case and Plan/Policy
- Why is there a lock symbol/icon next to my note?
- Duplicate Patient Warnings
- Search for Patient Education Topics
- Add a Problem
- Patient Education Print Options
- Graph Length, Weight, Head Circumference
Recently added
(date created)- Enter Patient Alert
- New Invoice Format
- Send Patient Recall
- Set Up Appointment Reminders
- Patient Communications
- Collect Patient Payments
- Check Patient Eligibility
- Add Service Locations
- Activating the Prescribing Provider User in the Kareo Platform for EPCS
- Turn On Patient Communications
- Upload Document Through Patient Record
- Patient Documents
- Find a Document
- Surveys & Reviews
- Review Electronic Insurance Service Enrollment Status Indicators