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Kareo Help Center

Add New Kareo Module

Updated: 09/14/2020
Views: 2487

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.

Access Solution Center

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

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

  1. Click Buy Now on the module. The Providers page opens.
    • To view additional details about the module, click Learn More.
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  1. If necessary, click to clear the checkbox to remove a provider from the module purchase.
  2. Click Continue to proceed. The Confirmation page opens.
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  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.
  3. Click Confirm to purchase the module. The Solution Center reopens with a green confirmation message.
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