Training Courses & Webinars

Self-paced training courses

Kareo has prepared self-paced training courses that enable you to learn the software on your own schedule.

• Webinar #1 – Getting Started

  Everything you need to know to start the process of implementing Kareo including a brief introduction to the software, an overview of the training process, and an opportunity for initial questions.

  19min

• Webinar #2 – Setting Up Kareo

  Get in depth training on how to set up your first practice in Kareo, setting up Kareo for electronic claims processing, and other administrative configurations.

  36min

• Webinar #3 – Entering Patients and Insurances

  Learn how to enter and edit patient and insurance records to keep your data up-to-date.

  1hr

• Webinar #4 – Encounters: Entering and Approving Charges

  Everything you need to know to capture charges and convert them into billable claims.

  30min

• Webinar #5 – Sending Claims and Reviewing Clearinghouse Reports

  Become a claim submitting wizard by learning how to use Kareo’s claim submission features and how to understand clearinghouse reports.

  34min

• Webinar #6 – Posting Payments

  Covers posting payments — the last step in the revenue cycle.

  33min

• Webinar #7 – Encounter Forms and Setting Up the Scheduler

  If you’ve subscribed to the Complete or Max plans, this combined webinar to learn how to setup your calendar, choose encounter forms and manage appointment scheduling.

  36min

• Webinar #8 – Kareo / Practice Fusion Integration

  If you’re using Kareo with Practice Fusion’s EHR, join this webinar to learn how to establish the data connection between the two systems and best practices for using the two systems together.

  30min

• Webinar #9 – Kareo / WebPT Integration

  This webinar will show you the basic information you will need to enter in both the Kareo and WebPT platforms. Additional topics you learn include: sending Kareo your charges/daily notes; verifying and editing your encounter information for approval.

  8min

• New Biller – Getting Started

  Part 1 in a 2-part series for new billers learning to work with an existing Kareo-enabled practice.

  1hr

• New Biller – Core Skills

  Part 2 in a 2-part series for new billers. In this course, you will learn core skills for managing patient records, fee schedules, charges & encounters, claims processing and more.

  1hr 33min

• New User – Office Staff

  For office staff members who are learning to work with an existing Kareo-enabled practice. You will learn core skills for getting started with Kareo, setting up insurance companies and plans, managing patient records, using the powerful Kareo scheduler, charges and encounters.

  4hr

• New User – Physicians

  For physicians who want to learn to work with an existing Kareo-enabled practice. You will learn core skills for getting started, working with the powerful Kareo scheduler for viewing and managing your appointments, as well as tasks management, reporting features, and more.

  1hr 47min