Getting Started
New to Kareo? Download the software and set up your practice by following the steps below.
1. Download Kareo
If you do not already have Kareo installed on your system, you can download and install it here.
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2. Data Import/Migration
If you have data you need to transfer, Kareo offers data import/migration services.
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3. Set Up Your Practice, Providers, Locations and Users
Watch this 30 minute video on how to set up your first practice in Kareo, setting up Kareo for electronic claims processing, and other administrative configurations.
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4. Set Up Insurance Companies and Plans
Watch this 5 minute video on how to set up insurance company records.
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5. Enrollment for E-Claims
Complete the steps to enroll in electronic claims and remittance services.
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6. Encounter Forms
Also known as Superbills, these Encounter Form templates are available for use within the Kareo application (Max and Complete plans only).
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7. Optional Settings
To complete your practice setup, we recommend you view the Administration videos to learn about optional configurations such as setting up departments, adding procedure and diagnosis codes and setting up attorney lists, payer scenarios and collection categories.
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8. Kareo Quick Start Guide [PDF]
Written for the new Kareo user, this guide covers the very basics of the billing process; from scheduling an appointment and entering a new patient to submitting a paper or electronic claim.
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9. Next Steps - Success with Kareo
Once Kareo is set up, be sure to attend any of our additional training webinars or view video tutorials to learn key functions in the medical billing process. Visit the Kareo Blog to stay current on medical billing and healthcare information technology, as well as join complimentary webinars with industry experts.