Take an in-depth look at the new Kareo Dashboard and how this enhanced workflow will improve client satisfaction and first pass acceptance rates (FPAR).

1. Enhanced Front Office Workflow
Presented ByTristan Schlotz

2. 2
Agenda
• Move your Appointment Scheduler
Online
• Automate Patient Intake
• Integrate charge capture with
appointment scheduling
• Integrate patient payments with
appointment scheduling

3. 33
Tristan Schlotz
My Kareo Career
• Premier Support - Billing Company Channel
• Internal/External Training Specialist
Subject Matter Expertise
• Kareo Analytics
• Clinical templates
• Billing reports
About Me
• Does the NYTimes crossword puzzle every day
• Works on puzzles during trainings
Training Specialist
About me

4. #01
Moving the Desktop
Appointment Scheduler
Online

5. 55
Opportunities:
• Text messages
• Automatic intake
• Automatic consent forms
• Intuitive interface
• Online appointment scheduling
• Access to clinical features
• Provider websites
• Accessible anywhere
Legacy Desktop Scheduler

6. 66
Positive Feedback:
• Intuitive interface
• Designed around front office efficiency
• Integrates with other platform features
On The Roadmap:
• Calendar view
• Non-patient appointments
• Timeblocks
Current Platform Dashboard

7. 77
Positive Feedback:
• Intuitive interface
• Designed around front office efficiency
• Integrates with other platform features
On The Roadmap:
• Calendar view
• Non-patient appointments
• Timeblocks
Enhanced Platform Dashboard – Coming Soon!

8. 88
• Access for your customers to Kareo Platform Solution Suite
• Dashboard is free to all Kareo customers regardless of product subscription
• Improved front office efficiency saves your clients time and money
• Stronger lines of communication between billers and the medical office.Your customers can track
patient balances and accounts, view notes from billers, and billing alerts.
• Collect patient insurance benefits and store demographics in-app. Reduce eligibility rejections and
simplify insurance appeals.
• Run eligibility checks at point-of-service. Minimize write offs due to bad debt adjustments.
• Collect patient payments in-app. Streamlines front office workflows and reduces biller labor.
Impacts to Billing Staff

9. #02
Getting The Job Done

10. 1010
Patient Creation
• 30-second patient creation
• Instant ELG checks before patient gets off the phone
• Integrated with billing solution
Appointment Management
• At-a-glance overview of provider availability for the day
• Available in a list or calendar view
• For more flexibility, you can enter calendar and see a weekly or monthly view
Working in the Kareo Platform

11. 1111
Patient Visit
• Check eligibility automatically at point-of-service
• Collect insurance benefits, verify and attach supporting documents to patient chart automatically
• Collect patient payment in-app and saved their card on file
Downstream on the Billing Side
• More accurate patient information
• Fewer denials/rejections due to ELG issues
• ELG issues easier to fix
• Better patient collections and less labor for billing office
Working in the Kareo Platform

12. #03
Online intake & consent
forms

13. 1313
“The average doctor office can save
$880.00/month in paper and labor
costs by moving an average of 3
forms online”
• Your clients save money
• You get an insurance card and drivers
license captured during intake, as well as
subscriber demographic information
captured error-free straight from the
patient and immediately downloaded to
the chart
• Next step – medical histories online
Solving problems for the providers

14. #04
Collect patient payments in-
app

15. 1515
Features of Stripe
• Process credit cards in platform, desktop
or on mobile
• Enables patients to pay online through
email statements or the patient portal
• Credit card swiper enabled
Credit Cards Through Kareo
• Simple, secure,
integrated solution
• Store credit card information
• Can take payments anywhere
Process Credit Cards In-App

16. #05
Integrating with Kareo
Billing

17. 1717
Impact For Your Billers:
• Draft encounter for approval. No more manual entry!
• Accurate patient demographics
• Eligibility already verified for you
• Financial agreement signed and scanned
• Insurance card/driver license available in documents
• Patient payment already collected
• Card on file if the patient has open balances
• Patients can pay bills online through patient portal
• Gets the doctor office out of PM
A Healthy Billing Pipeline Begins in the Front Office

18. 1818
Thank You

19. 1919
• Kareo Clinical
• Platform Co-branding
• Kareo Engage
Success summit promotions
Available Now through August 30th
• Data Services
• Discounted Reporting Package
• Custom Note Types and EHR
Template Development
• Custom Online MACRA/MIPS Training
Consult
• Custom Onsite Training
Available August 13 and
14 only: Refer a friend to
Kareo and receive $500!
Visit the Kareo Account
Review table to learn
more!