Need a helping hand with your Kareo software? Kareo Customer Success Coaches are (CSC’s) are here for you.
What is a CSC?
A CSC is a Customer Success Coach dedicated to the success of your implementation. We understand the anxiety and stress that accompany transitions and change in the workplace. Implementing new software can be a very tedious and complex process, even for computer savvy users. At Kareo we have developed a program with one goal in mind: Simplify the implementation process while providing a personalized resource for our users. With the user friendliness of our applications and the personal assistance of a Customer Success Coach, your set up process can be completed in a matter of weeks if not days! A Customer Success Coach will be your main point of contact for anything Kareo related and can direct you to the proper department if needed. Our Coaches hate being bored, so you can expect them to proactively reach out to you in between scheduled calls for check in’s and updates. Our customers have full access to their Coach and will be able to reach them via phone or email anytime during our business hours. If your Coach is on a prescheduled call with another customer, our Support team is ready as back up and will be waiting to assist you. Our CSC’s are knowledgeable on industry standards and at often times can recommend best practice advice.
One of the other benefits of implementing with our Customer Success Coaches is that our customers receive Assisted Enrollments through our clearinghouse partners. Most insurance companies require providers to enroll for their electronic services. These services often include: Real Time Eligibility checking, electronic claim submissions, and the ability to receive Electronic Remittance Advices instead of paper EOB’s. The enrollment process is separate from the credentialing process and must be completed with most payers before claims can be sent. Your dedicated Customer Success Coach will explain the steps to complete the enrollment process, and email the initial required forms for your signature. We work hand in hand with our two clearinghouse partners, Gateway EDI and Capario, to ensure your enrollment process is as easy as possible. Enrolling with insurance companies can be a roadblock for new Kareo customers that we want to help you avoid; that’s why we will assign you a personal success coach to help ease the process and make sure your first experiences with Kareo are enjoyable!
About the Author
Cory Benton was the original Customer Success Coach who helped pilot the program to prove its success. Now, he responsible for managing the six Customer Success Coaches who assist Kareo customers in the Eastern and Central time zones.