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- Add Insurance Plan
- Schedule Follow-up Appointment
- Add Vitals
- Access Note Sections/Templates
- Navigate Agenda
- Set Up Provider Profile
- Add Insurance Plan
- Enter Patient Alert
- Document Upload
- Checking In a Patient
- Edit Practice Information
- Transfer Balance to Patient Responsibility
- Add Referral Sources
- Send Referral
- Create a Note
Recently updated
(date updated)- Navigate the Dashboard
- Schedule Custom Recurring Appointment
- Navigate Dashboard
- Kareo Web and Mobile App System Requirements
- New Patient Appointment
- Schedule Follow-Up Appointment
- Navigate the Patient Communications Page
- Add New Patient
- Access Patient Portal
- Platform Training
- Set Security Policy
- Activate Patient Payments
- Activate Patient Portal
- View, Edit, or Delete Referring Provider Profile
- Add Referring Provider Profile
Recently added
(date created)- Navigate Dashboard
- Schedule Custom Recurring Appointment
- New Patient Appointment
- Navigate the Dashboard
- Update User Email
- Add or Change Patient Photo
- Profile Office Forms
- Deactivate Provider
- Patient Payments Card Reader
- Collect Copay or Payment (Mobile App)
- Retrieve Medication History
- Add Not Administered Medication to Patient Med List
- Review Rx Eligibility
- Enter Patient Alert
- New Invoice Format