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Kareo Help Center

New Department

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

To create a new department

  1. Click Settings >Departments.
  2. In the Look For search bar, enter all or part of a keyword and click Find Now.​​​
    Note: To avoid duplication, a best practice is to first search the department database to see if the department already exists in the system.
  3. If the department is not in the system, click New at the bottom.
  4. On the New Department window, enter the department name in the Name field.
  5. Enter a description, if desired, in the Description field.
  6. Click Save.
  7. Once you set up one or more departments, remember to assign them to the provider records as applicable.
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