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About Practice Setup

The New Practice setup wizard will guide you in completing all necessary data fields each time you want to add a new practice. With the New Practice setup wizard, adding a practice takes about 30 minutes or less.

The New Practice setup wizard will launch if:

  • You sign in to Kareo and have no practices set up.

  • You want to create a new practice by clicking Settings > Company > New Practice.

  • You select an existing practice for which the setup was not completed.

 

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