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- Add Referral Sources
- Add Referring Providers
- Care Checklist
- Check Patient Eligibility
- Add Patient Insurance
- Add Allergies
- Create Messages
- Schedule Patient Appointment
- Provider Settings
- Add Service Locations
- Text Shortcuts
- Set Up Users
- Setting Up Appointment Resources and Reasons
- Find and Navigate Encounters
- Adding Email Addresses for Patients
Recently updated
(date updated)- Navigate the Provider Profile Editor
- Activate Patient Payments
- Deactivate Provider
- Reactivate/Unlock User Account
- Lock Provider Account
- Add a New Kareo Module
- Set Day-of-Appointment Reminder Message
- Set Appointment Reminder Messages
- Set Advance Notice Reminders
- Set Appointment Confirmation Messages
- Navigate the Practice Settings Page
- Add Patient Payment Card
- Apply Appointment Recall Message to a Patient
- Navigate the Agenda
- Enable and Set Up Online Appointment Booking
Recently added
(date created)- 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
- 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