kareo.com - Take your revenue cycle management to the next level. Track trends, uncover opportunities and address inefficiencies with ease. Quickly identify unrealized revenue opportunities across multiple practices and providers, then prioritize your team’s activity based on the greatest revenue impact. The 2018 Kareo Success Summit offered key industry insights, best practice training, networking and idea-sharing to support the success of medical billing companies across the country. Kareo is an easy-to-use, cloud-based business growth platform built for medical billing companies and the independent practices they serve. Sarah Ford is an Account Manager serving billing company customers at Kareo. Visit kareo.com/billing-companies to learn more.

1. Supercharge Your Operations with Business Intelligence
Sarah Ford

2. Kareo Analytics

3. Kareo Confidential 33
About Me
Sarah Ford
Experience
• 6+ years at Kareo, with experience
in Onboarding, Sales, Custom
Training & Account Management
• 5+ years in Billing Company channel
• 10+ years in SaaS sales, customer
success & management
• Indiana University Kelly School of
Business – Computer Information
Systems 2001
Account Manager

4. Kareo Confidential
Agenda
4
Agenda
4
• System Tools: Over 20 prebuilt system
reports included, many prebuilt master
items and visualizations
• Efficiency: Streamline Your Regular
Reporting
• Bird’s eye view: Dashboards and
Bookmarks
• Action: Create Targeted Worklists for
your Team
• Demo
• Q&A

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System Tools
Base Sheets
• Kareo Analytics features 20 system reports, called Base Sheets
• These include KPIs, Detail reports, Analysis reports
• You can duplicate and modify any of the base sheet reports to your own business needs
Master Items
• Dimensions –qualitative fields which cannot be summed/measured (ex: date, service location, provider)
• Measures –numerical fields that mathematical functions work on (ex: charges, payments, # of
encounters)
• Visualizations –graphical elements like charts, graphs & gauges (ex: Claim Rejection Rate gauge, A/R by
Insurance pie chart, Charges Year over Year line graph)
Bookmarks & Stories
• Bookmarks let you save a preferred report & context for easy access to your regularly referenced data
• Using tools for snapshots, embedded sheets & other objects you can build presentations called Stories
that can be shared live with your clients or exported to deliver a file to them—more detail in
tomorrow’s session

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Base Sheets

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Master Items

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Bookmarks & Stories

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Efficiency:
Streamline Your Regular Reporting
Run your Practice Detail reports all from the same screen
• Kareo Analytics aggregates your client data into a single reporting interface
• Easily maneuver between sheets to produce detail reports on Encounters,
Claims, Payments, Adjustments, etc. in a single click
• Easy exporting of data to Excel or PDF
Create your own Sheets for your regular reporting
• Edit Base Sheets to make them your own, or even create your own sheets
Utilize Stories & Bookmarks
• Embed live sheets in your Story to always access current data
• Bookmark common one-off reports
• Easy exporting of data to Excel or PDF

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Bird’s eye view:
Dashboards and Bookmarks
Help Account Managers and Employees manage their work
• Choose, edit or create sheets to measure KPIs and performance for your
account managers’ books of business
• Once you set your context (ex: KPI Dashboard for all practices owned by AM),
you can easily move between sheets all within that book of business
Create Practice & Business Dashboards to easily view your key metrics
• Use filter pane to switch between Practices
• Monitor or compare your practices’ performance
• Easily share dashboard content with your clients by PDF, Excel or through a Story

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Practice Dashboards

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Practice Health

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A/R, Charges & Payments

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How am I doing?

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Action:
Create Targeted Worklists for your Team
Review Base or Custom Sheets for targeted metrics & generate worklists for your teams
• Ex: A/R reports, Key Indicators Analysis, Procedure Code Analysis
• Use your report data & your filters to expose both areas that are already
profitable and those with the most room for improvement
• Drill down to targeted worklists for your staff using the Claims Detail sheet

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Demo

17. Connect with Kareo
Stop by and say hi!
Kareo @GoKareo GoKareo Kareo
3353 Michelson Drive, Suite 400
Irvine, CA 92612
(888) 775-2736