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Kareo Help Center

Add a New Kareo Module

Updated: 06/04/2020
Views: 2155

Visit the Solution Center to learn how Kareo can add even more value to your business. Subscribing to multiple Kareo modules creates a single experience for both managing and marketing your practice. New modules can be added by users with the System Admin role.

Navigate to the Solution Center

  • Hover over the User icon and click on Solution Center. The Solution Center opens.


Review Kareo Module Details

A check mark displays on the icon of modules that are active on your account. 

  1. Click Learn More to view additional details. The Module Details page opens.
  2. Click Get in Touch to contact Kareo for more information.


Purchase a New Kareo Module

  1. Click Buy Now on the selected module. The Providers page opens.


  1. Click to exclude a provider from the module purchase.
  2. Click Continue. The Confirmation page opens.
  1. Review the provider names included in the module purchase.
    • If applicable, click I have a promo code to enter a promotional code.
  2. Click to select and agree to the Terms of Service.
    • Click to review the Terms of Service.
  3. Click Confirm to purchase the module(s). The Solution Center reopens with a green confirmation message displays.
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