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Kareo Help Center

Platform Training

Updated: 03/09/2023
Views: 3731

Standard training is available to all customers anytime, anywhere. Watch a previously recorded training by a Kareo training specialist or complete an e-Learning course to refresh your Kareo knowledge. View the available trainings below based on your role.

New to Kareo? Attend Kareo University to schedule live trainings, view pre-designed courses, and hands-on eLearnings. Learn more about Kareo University here.

Already a user? Learn how to access Kareo University here.


Kareo Administrator Training

This eLearning will help administrators configure the practice's settings in Kareo Platform. You will learn how to add insurances, set up users, add service locations, manage your provider profile, configure calendar settings, activate patient communications, and much more.


Launch the Platform eLearning course.

If Kareo Billing is also activated, continue with this eLearning to complete your practice and provider's specific billing settings. You will also learn how to set up insurance companies/plans, payer connections, fee schedules, and more.


Launch the Desktop Application eLearning course.

Kareo Office Staff Training

Watch this training to learn Kareo's office staff best practices. You will learn how to create patients, manage appointments, upload documents, send secure messages, and more.

Watch the pre-recorded training.



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