Training
A full curriculum of video training
Welcome to Kareo's web-based medical billing software training boot camp. We know the best way to learn medical billing 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 |
|---|---|---|
| 3 mins |
Welcome to Kareo
Presents important information that will help you get started with your Kareo implementation. |
Julieann Best Software Support Specialist |
| 12 mins |
Enrollment for Electronic Services
Shows how to enroll for electronic claims, remittance, and eligibility services. |
Julieann Best Software Support Specialist |
| 30 mins |
Quick Setup
Fast-paced tutorial that shows you how to set up the key settings necessary to start billing insurers and patients. |
Adren Crowell Software Support Specialist |
| 3 mins |
Activating Electronic Claims
Activating practices and insurance companies for e-claims. |
Julieann Best Software Support Specialist |
| 3 mins |
Setting Up a Practice
Creating your first practice, changing your practice and adding multiple practices to your account. |
Julieann Best Software Support Specialist |
| 4 mins |
Setting Up Providers
Adding new providers, finding an existing provider, changing a provider and requesting deactivation. |
Julieann Best Software Support Specialist |
| 4 mins |
Setting Up Service Locations
Adding new service locations, finding an existing location, changing a location and deleting a location. |
Julieann Best Software Support Specialist |
| 9 mins |
Configuring Users and Security
Understanding security, setting up groups, setting up users and configuring security policy options. |
Julieann Best Software Support Specialist |
| 30 mins |
Setting Up Insurance Lists
Setting up your lists of insurance companies and insurance plans. |
Julieann Best Software Support Specialist |
| 15 mins |
Managing Procedure and Diagnosis Codes
Setting up procedures and diagnosis codes. |
Julieann Best Software Support Specialist |
| 3 mins |
Managing Other Codes
Setting up modifiers, adjustment codes and procedure categories. |
Julieann Best Software Support Specialist |
| 7 mins |
Setting Up Other Lists
Setting up attornerys, employers, workers' compensation offices, payer scenarios, and collection categories. |
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 |
| 2 mins |
Setting Up Departments
Adding, deleting or changing departments. |
Julieann Best Software Support Specialist |
| 30 mins |
Managing Patient Records
Entering patient information and viewing patient history. |
Julieann Best Software Support Specialist |
| 3 mins |
Using the Patient Account Ledger
Access each patient's financial history, add notes and generate reports. |
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 |
| 20 mins |
Patient Statements
Setting up patient statement options, preparing and sending patient statements. |
Adren Crowell 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 |
| 4 mins |
Appointment Reminders
Setting up and using automatic email appointment reminders. |
Jason McDonald Director of Sales |
| 15 mins |
Document Management
Scanning, faxing, managing, processing, and attaching documents. |
Julieann Best Software Support Specialist |
| 4 mins |
Tasks
Usings tasks to track work and assign work to others. |
Jason McDonald Director of Sales |
| 15 mins |
Reports
Generating reports, customizing report options, and a walk through the major reports. |
Julieann Best Software Support Specialist |
| 20 mins |
Custom Reports Video
Using your Kareo data and Microsoft Excel to build custom reports and advanced charts. |
Dan Rodrigues CEO |
| 15 mins |
Kareo and Practice Fusion Interface
Learn how to establish an interface between Kareo and Practice Fusion's electronic health record system. |
Jason McDonald Director of Sales |
| 1 mins |
Contacting Customer Support
Learn how to get further assistance from our customer support and billing departments. |
Julieann Best Software Support Specialist |
