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Kareo Help Center

About Insurance Companies and Plans


Kareo PM stores a single database of insurance information for your account. If you manage multiple practices within your account, a master insurance list ensures accuracy, eliminates repetitive data and allows for detailed reporting.  

Kareo PM organizes insurance information into two lists:

1. Insurance Company

  • The insurance company represents a payer or network (Blue Cross Blue Shield, Cigna, Medicare, etc).
  • In Kareo PM, the insurance company record stores general insurance company information as well as paper and electronic claim settings.

2. Insurance Plan

  • The insurance plan represents a specific benefit plan, group or program (PPO, POS, HMO, Healthy Families, etc.) governed or administered by the insurance company.
  • In Kareo PM, the insurance plan record stores the remit to address which is required for sending paper claims.




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