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Kareo Help Center

Departments

Updated: 01/27/2020
Views: 948

Departments are used to categorize providers to better track financial data related to the specific departments created.

You will always begin with finding the department before creating, editing, or deleting a department. 

Find Department

  • On the top menu bar, click Settings > Departments. The Find Department window opens.
    Tip_Icon.pngTip: When there are numerous departments listed, use the Look For search bar to enter all or part of a keyword for the department. Then, click Find Now
Desktop_Departments_Navigate.png

New Department

  1. To prevent duplication, verify the department is not in the system then click New at the bottom. The New Department window opens.
  2. Enter the information:
    1. The Name of the department.
    2. A brief Description of the department if desired.
  3. Click Save.

Note: Once departments have been set up, assign them to the Provider records as applicable for reporting purposes.

Desktop_Departments_New.png

Edit Department

  1. Find the department then double click to open it. The Edit Department window opens.
  2. Make the desired changes.
  3. Click Save.
Desktop_Departments_Edit.png

Delete Department

  1. Find the department then click to select it > Delete. A confirmation pop-up appears.
  2. Click Yes to confirm the deletion. The department is deleted. 

Note: Only departments with no other records associated, such as a provider, can be deleted. 

Desktop_Departments_Delete.png​​​​​​​
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