Workflow Shortcuts

The Workflow is a visual guide to shortcuts of key business process functions. With a click of a button, you can initiate the function described by the corresponding label. By default, the Medical Office Workflow is assigned to new users.

Note: Kareo is a permission-driven application. Your permission level is determined by your Kareo application administrator. If you don't have access to a specific task or function described within these help topics, please contact the person in your office who is the Kareo application administrator.

Medical Office Workflow

Business Office Workflow