How-To Videos
Quick video tutorials for the most common tasks in Kareo. If you're new to Kareo, we recommend you begin by watching our training courses.
Popular videos
Getting Started
- Quick Setup 22min
- Getting Familiar With the Kareo Work Environment 41min
- Introducing the Kareo Setup Wizard 6min
- Setting Up a Practice 44min
- Setting Up Service Locations 6min
- Setting Up Providers 12min
- Enrollment For Electronic Services 40min
- Setting Up Insurance Companies 7min
- Setting Up Insurance Plans 7min
- Contacting Customer Support 3min
Encounters, Claims & Payments
- UB-04 Hybrid Encounter Enhancement 4min
- Activating Electronic Claims 6min
- Using the Patient Account Ledger 5min
- Charges and Encounters 38min
- Sending Claims 26min
- Claims and Clearinghouse Reports 23min
- Posting Payments 33min
- Encounter Forms 20min
Administration
- Audit Log 3min
- How to Manage User Accounts 9min
- Managing Procedure and Diagnosis Codes 5min
- Managing Other Codes 4min
- Setting Up Other Lists 9min
- Setting Up Fee Schedules & Contracts 21min
- Setting Up Departments 2min
Scheduling
- Appointment Scheduling 41min
- Appointment Reminders 6min
- Automatic Phone Call Reminder 3min
Patients
- Managing Patient Records 31min
Statements
- Patient Statements 24min
Document Management
- Document Management 27min
Tasks
- Tasks 7min
Reports
- A/R Aging Report 9min
- Reports 22min
- Custom Reports 10min
- Reporting Dashboard 3min