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Kareo Help Center

Navigate the Enrollments Dashboard

The Enrollments Dashboard provides visibility into insurance information as it applies your practice. Here, you can view the insurances on your account, add new insurance companies, enroll for available electronic services, and enter and edit plan information. 

Navigate to Enrollments

Click Settings on the top menu and select Enrollments. The Enrollments dashboard opens.

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Navigate the Enrollments Dashboard

  1. Assisted Enrollments On: Displays if Kareo has been authorized to facilitate enrollments for electronic insurance services on your behalf.
  2. +Add Insurance: Click to initiate the workflow to add one or more insurance companies to your account.
  3. Click the +Add Insurance drop-down arrow to enroll for electronic services with an insurance company on your account or click saved for later to continue to edit any previously created enrollments. 
  4. Electronic and Paper Tabs: By default, the Insurance Dashboard opens to the Electronic insurances tab. Click Paper to view your account's paper-based insurance companies.
  5. Enrolled To:* Click the drop-down and choose Group Enrollments to view insurance enrolled to the practice or a specific provider.
  6. Insurance #: The ID number used by the clearinghouse to route electronic claims to the insurance company.
  7. Insurance Name: Alphabetically displays the names of insurance companies on your account.
  8. Claims, Eligibility, ERAs: Displays the status of electronic services offered by insurance companies.