Training
A full curriculum of video training
Welcome to the Kareo training boot camp. We know the best way to learn software is to see it in action. That’s we have compiled a full curriculum of pre-recorded training videos. It’s not must-see-TV, but it will make you a Kareo expert.
| Duration | Description | Host |
|---|---|---|
| 10 mins |
Kareo Introduction
An introduction to Kareo, exploring the Help and Support website, and other support resources. |
Julieann Best Software Support Specialist |
| 30 mins |
Practices and Security
Creating a new practice, setting up user accounts, and configuring security policies. |
Julieann Best Software Support Specialist |
| 30 mins |
Insurance Companies and Plans
Setting up your lists of insurance companies and insurance plans. |
Julieann Best Software Support Specialist |
| 20 mins |
Electronic Claims Enrollment
Shows how to enroll for electronic claims, remittance, and eligibility services. |
Julieann Best Software Support Specialist |
| 15 mins |
Managing Codes
Setting up procedures, modifiers, diagnoses, and adjustment codes. |
Julieann Best Software Support Specialist |
| 20 mins |
Managing Other Lists
Setting up attornerys, employers, workers' compensation offices, payer scenarios, and collection categories. |
Julieann Best Software Support Specialist |
| 45 mins |
Providers, Numbers, and Locations
Entering new providers and provider numbers, configuring group numbers, setting up service locations, and configuring practice options. |
Julieann Best Software Support Specialist |
| 15 mins |
Fee Schedules and Contracts
Setting up standard fee schedules and insurance-specific contracts. |
Julieann Best Software Support Specialist |
| 30 mins |
Managing Patient Records
Entering patient information and viewing patient history. |
Julieann Best Software Support Specialist |
| 25 mins |
Charges and Encounters
Entering charges and encounters, using code scrubbing, and configuring encounter options. |
Julieann Best Software Support Specialist |
| 15 mins |
Sending Claims
Reviewing encounters, printing paper claims, and submitting electronic claims. |
Julieann Best Software Support Specialist |
| 15 mins |
Claims and Clearinghouse Reports
Tracking claims status and reviewing clearinghouse reports. |
Julieann Best Software Support Specialist |
| 30 mins |
Posting Payments
Posting insurance payments using EOBs and ERAs, and posting patient payments. |
Julieann Best Software Support Specialist |
| 10 mins |
Patient Statements
Setting up patient statement options, preparing and sending patient statements. |
Julieann Best Software Support Specialist |
| 20 mins |
Encounter Forms
Setting up procedures and diagnoses, selecting a print format, and printing encounter forms. |
Julieann Best Software Support Specialist |
| 35 mins |
Appointment Scheduling
Setting up calendars, scheduling appointments, and printing schedules. |
Julieann Best Software Support Specialist |
| 15 mins |
Document Management
Scanning, faxing, managing, processing, and attaching documents. |
Julieann Best Software Support Specialist |
| 15 mins |
Reports
Generating reports, customizing report options, and a walk through the major reports. |
Julieann Best Software Support Specialist |
| 20 mins |
Activating Electronic Claims
Activating practices and insurance companies for e-claims. |
Julieann Best Software Support Specialist |
