Agenda
Three days of connection, collaboration, and billing industry innovation.
Jump to Full AgendaWhat to Expect
In addition to thought leadership keynotes from Kareo executives, Kareo Live offers over 20 unique training sessions created specifically for you to optimize your business with Kareo. These breakout sessions are broken down into three tracks, outlined below.
Strategy & Revenue Optimization to Modernize Your Business
Identify key areas where you can optimize operations and enhance your revenue stream.
Scalable Tools to Rapidly Grow Your Billing Company
Set up a solid business foundation so you’re ready to scale and bring on new clients.
Product & Workflow Efficiencies to Deliver World-Class Service
Take a deep dive into the Kareo platform and learn best practices to make your business more efficient.
At a Glance
September 21
Certified Biller Training
Become a Kareo expert with this two-part, tailored course led by Kareo’s training team that offers advanced tools for product and workflow efficiencies.
Register todayKareo Live Welcome Reception
Let’s kick off Kareo Live with a sunset view of the beach, plus complimentary food and drinks! Reunite with colleagues, meet new friends, and connect with the Kareo crew.
September 22
Keynotes & Breakout
Experience keynote addresses from Kareo executives on the state of the business, followed by over 10 unique training sessions focusing on strategy, product, and growth.
Evening Event
Wind down with your peers and the Kareo team after a productive and inspirational day. Stay tuned! We’ll unveil the location soon.
September 23
Keynotes & Breakout
Stay on top of industry trends with our billing company channel update, motivational speaker, Q&A with CEO Dan Rodrigues, and even more training sessions.
Sunset Send-off
One last goodbye! Head into the weekend with one final ocean-view cocktail to give your colleagues and Kareo Live a proper farewell.
Full Agenda
September 21
Certified Biller Training Program Only
This two-part Kareo Live Certified Biller Training includes general billing knowledge in addition to Kareo-specific content. Attendees will receive comprehensive training suitable for new and experienced Kareo billers. The course goes beyond Kareo’s standard training offerings by including face-to-face interactions with Kareo subject matter experts and training staff, as well as CEU credits. The deadline to register for this program is August 26, 2022 – availability is limited!
Register todaySeptember 22
Breakfast, Registration & Expo
Kareo to Tebra: A New Era of Healthcare
Dan Rodrigues
CEO, Tebra, built on the strength of Kareo and PatientPop
Healthcare is in a state of transformation. Tebra is on a journey to help independent practices navigate this shift and become the digital technology backbone for practice success - helping practices thrive, improving patient care, and creating unique growth opportunities for our billing company partners.
Product Insights, Innovation & Roadmap
Andrea Kowalski
SVP, Product, Kareo
Join Tebra’s SVP of Products to learn how to maximize your use of the Kareo billing platform to accelerate growth, profitability and customer differentiation. Get a first-hand look at new offerings, the product roadmap, and best practices from top customers.
Break
What’s New & What’s Next: Tebra APIs
Steve Maciejewski
Sr. Product Manager, Kareo
Learn about the recent enhancements to Tebra’s public APIs, what features are on the horizon, and share your wish list of features with the API product team.
Building Strategic Stories with Data
Conner Doyle
VP, Business Development & Operations, Coronis Health
MJ Flynn
VP, Business Intelligence and Analytics, Coronis Health
Your business is built on data. What you do with it will define your success. Join the Coronis Health team as they discuss how they leverage data to establish benchmarks that drive strategic outcomes for both their clients as well as their business.
Strategies for Submitting Clean Claims & Reducing Rejections
Diane Allison
Training Specialist, Customer Training, Kareo
Learn best practices for optimizing your workflow to reduce claim rejections and increase revenue.
Lunch & Expo
Journey Update: Dashboards and Insights
James Buac
Director of Product Managment, Kareo
Hear about the latest developments as Tebra continues on the journey of modernizing its Insights and Reporting capabilities. Get a sneak peek at the new dashboards that seek to help you run your practices more effectively and efficiently as possible.
Leveraging Pipeline Management to Drive Revenue
Jamie Howard
Channel Sales Manager, Kareo
A critical component to winning new business is the processes you take to connect with prospects. Learn how to leverage technology and resources to drive impactful interactions with clients to win more business.
Customer Education Updates & New Offerings
Suzi Grasso
Manager, Customer Training, Kareo
Learn about the latest technology improvements in Kareo University as well as newly offered instructor-led sessions to include A/R training and advanced payment posting.
Break
The Evolution of Practice Growth & Engagement: Solutions to Grow, Modernize, & Streamline Practices
Naveen Sarabu
VP, Product, PatientPop
The consumerization of healthcare has arrived. For medical practices to thrive, they need to adopt solutions that modernize the patient experience. Learn what practices need to do to have a digital front door that attracts and retains patients.
Attracting & Retaining Talent
Aimee Heckman
Healthcare Business Consultant
Staffing has always been a challenge, and it’s become even more difficult in recent years. Learn the tips and tricks to attract, retain, and provide quality of life to your employees so they will stay with you for years to come.
Tips for Improving Your A/R & Managing Denials
Diane Allison
Training Specialist, Customer Training, Kareo
Discover ways to analyze your accounts receivable, boost the financial health of your practice, and improve your payment velocity.
Break
Processing Powerhouse: Using Robotic Process Automation for ERA Processing & Unapplied Payments
Brian Cafferty
VP, RPA Development, Kareo
ERA and unapplied payments processing can be time-consuming, repetitive, and complicated. Learn how rules-based robotic process automation can improve accuracy, enhance operational efficiency, and allow your staff to focus on critical business needs.
Cybersecurity Fundamentals to Keep Your Data Safe
Jesse Salmon
Information Security Manager, Kareo
Join Kareo’s Information Security Manager as he discusses the five cybersecurity principles and the latest trends in cybersecurity threat landscape, as well as tips to keep your data safe.
MACRA/MIPS: Have You Adjusted to the Payment Adjustments?
Marina Verdara
Sr. Training Specialist, Customer Training, Kareo
2022 is the sixth year of the CMS incentive program MACRA/MIPS, and billing companies have seen payment adjustments that have impacted businesses in many ways. In this session, you’ll learn the basics of the program, locate and use Kareo resources, and implement creative ways to help your providers meet or exceed the requirements.
Break
Shuttles on loop to Evening Event
Evening Event
September 23
Breakfast & Expo
Automate Your Payment Solutions
d’Artagnan Osborne
GM, Payment Solutions, Kareo
Discover how automation can optimize patient collections, save you time, and provide patients with a first-class payment experience.
HBMA Government Update
Matt Rieter
Director, Government Affairs, HBMA
HBMA’s Associate Director of Government Affairs will share updates on the latest legislation, regulations, and other policy initiatives of relevance to the healthcare revenue cycle management industry.
New Features & Product Enhancements
Marina Verdara
Sr. Training Specialist, Customer Training, Kareo
Get a closer look at some of the new features you may have missed over the past year.
Break
Billing Company Programs & Partnership
Carrie de Groot
VP, Billing Company Solutions, Kareo
Tebra continues to invest in programs, tools and resources that will help our billing company partners thrive. Carrie de Groot, Tebra’s VP of Billing Company Solutions, will share details about what the company is doing to help drive value for your business.
brainSHIFT: 3 Steps to Break the Stress-Success Cycle
Romie Mushtaq
Brain Doctor, Chief Wellness Officer, Mindful Leadership Expert
brainSHIFT is not just a wellness program for individuals and teams, but has become a movement to restore sleep, sanity & foster a sense of connection. It’s time to get to the issue’s core and break your Stress-Success Cycle!
Q&A with Tebra Founder & Awards
Dan Rodrigues
CEO, Tebra, built on the strength of Kareo and PatientPop
Sit down with Tebra founder Dan Rodrigues as he answers some of your questions, followed by our Kareo Live awards presentation.
Lunch & Expo
How to Consult to Your Practices on Patient Engagement and Retention to Realize Increased Revenue
Karla Fiske
VP, Product, Tebra
Understand how connected Tebra practices can yield increased realized revenue from digitally engaged patients. Mastering the suite of Patient Engagement tools like digital communications and front office efficiencies drive more profitable practices.
Finding Unity in Diversity: How to Build an Impactful Team, Part 1
Aimee Heckman
Healthcare Business Consultant
The largest business expense line is your workforce, so it’s critical to keep your staff motivated and happy. Attendees will explore different personality types and how to manage to them, so staff can do their best work and maintain job satisfaction.
Tips for Improving Your A/R & Managing Denials
Diane Allison
Training Specialist, Customer Training, Kareo
Discover ways to analyze your accounts receivable, boost the financial health of your practice, and improve your payment velocity.
Break
Smart Connector: Streamline Your Data Migration
Brian Cafferty
VP, RPA Development, Kareo
Struggling with exchanging and accepting data from external systems? Learn how robotic process automation can help not only migrate the data into your systems, but also deliver clean, formatted uploads.
Finding Unity in Diversity: How to Build an Impactful Team, Part 2
Aimee Heckman
Healthcare Business Consultant
In the second session, attendees will gain a clear understanding of daily actionable steps to increase employee productivity and job satisfaction, and to reduce conflict and motivate their team to achieve their best results.
Customer Education Updates & New Offerings
Suzi Grasso
Manager, Customer Training, Kareo
Learn about latest technology improvements in Kareo University as well as newly offered instructor-led sessions to include A/R training and advanced payment posting.
Sunset Send-off
Grow your business from the beach!
Don’t miss out on fun and sun with your billing community.