Kareo User Manual Table Of Contents 1. GET STARTED ............................................................................................................................................................................................. 1 1.1 Installation ................................................................................................................................................................................... 1 1.1.1 System Requirements .........................................................................................................................................................................1 1.1.2 Download and Install Kareo ............................................................................................................................................................. 2 1.1.3 Software Updates ............................................................................................................................................................................... 2 1.2 User Login .................................................................................................................................................................................... 3 1.2.1 Kareo Login with User ID/Password ............................................................................................................................................... 3 1.2.2 Password Change ................................................................................................................................................................................ 3 1.3 Data Entry Tips & Shortcuts .................................................................................................................................................... 4 1.3.1 Data Entry Tips .....................................................................................................................................................................................4 1.3.2 Search Tips ............................................................................................................................................................................................4 1.3.3 Shortcuts ............................................................................................................................................................................................... 5 2. DASHBOARD .............................................................................................................................................................................................. 7 2.1 Dashboard Navigation ............................................................................................................................................................. 7 2.2 Kareo Workspace ....................................................................................................................................................................... 8 2.3 Menu Bar ...................................................................................................................................................................................... 9 2.4 Toolbar Shortcuts .................................................................................................................................................................... 10 2.5 Workflow Shortcuts ................................................................................................................................................................. 12 2.6 Keyboard Shortcuts .................................................................................................................................................................. 13 2.7 Record Search ........................................................................................................................................................................... 16 2.8 To-Do List .................................................................................................................................................................................... 17 2.9 Dashboard Charts .................................................................................................................................................................... 19 2.10 Payment Velocity ...................................................................................................................................................................... 21 2.11 Key Performance Indicators ................................................................................................................................................... 21 3. THE COMPANY ........................................................................................................................................................................................ 23 3.1 User Accounts ........................................................................................................................................................................... 23 3.1.1 New User Account ............................................................................................................................................................................24 3.1.2 Find User Account ............................................................................................................................................................................ 26 3.1.3 Edit User Account ............................................................................................................................................................................. 26 3.1.4 Deactivate User Account ................................................................................................................................................................ 26 3.1.5 User Password Reset ....................................................................................................................................................................... 26 3.2 User Roles .................................................................................................................................................................................. 27 3.2.1 New User Role .................................................................................................................................................................................... 27 3.2.2 Find User Role .....................................................................................................................................................................................28 © 2015 Kareo, Inc. 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March 2015 i Table of Contents 3.2.3 Edit User Role .....................................................................................................................................................................................28 3.2.4 Delete User Role ................................................................................................................................................................................28 3.3 Security Policy Options ........................................................................................................................................................... 28 3.4 Insurance Lists ..........................................................................................................................................................................29 3.4.1 About Insurance Companies and Plans ..................................................................................................................................... 29 3.4.2 Insurance List Management ......................................................................................................................................................... 29 3.4.3 Insurance Companies...................................................................................................................................................................... 30 3.4.3.1 New Insurance Company ............................................................................................................................................ 30 3.4.3.2 Paper Claim Settings...................................................................................................................................................... 32 3.4.3.3 Electronic Claim Settings .............................................................................................................................................. 33 3.4.3.4 Practice-Specific Settings .............................................................................................................................................34 3.4.3.5 Find Insurance Company ............................................................................................................................................. 36 3.4.3.6 Edit Insurance Company .............................................................................................................................................. 36 3.4.3.7 Delete Insurance Company ......................................................................................................................................... 36 3.4.4 Merge Insurance Companies ......................................................................................................................................................... 37 3.4.5 Insurance Plans ..................................................................................................................................................................................38