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Kareo Help Center

Add Insurance Company

Kareo makes it easy to add both common and custom insurance companies to your account. Once an insurance company record has been created, you can add plans and enroll for available electronic services to submit claims, check patient eligibility, and receive ERAs. 

Navigate to Insurances

Click Settings > Insurance > Insurance Companies. The Enrollments dashboard opens.


Add Insurance Company

  1. Click +Add Insurance in the upper right of the window. The Add Insurance window opens.


Most Commonly Requested Tab

  1. The Most Commonly Requested tab opens by default and includes a list of common insurances in the state where your practice is located. 
  2. Use the scroll tool to navigate up and down the list.
  3. Click the + or anywhere on the line item to add the insurance company to your Selected Insurances list.


Search Other Tab

  1. Click the Search Other tab to manually look for an insurance company.
  2. Begin typing the payer name and select it from the auto-populated list.
  3. Click More Filters to open filter options and search by Type, Clearinghouse, or State.
    Note: The clearinghouse TriZetto and the state in your practice address auto-populate by default.
  4. Click the Type drop-down arrow to select Professional CMS-1500, Institutional UB04, or Worker's Comp/Auto Accident.
  5. Click the Clearinghouse drop-down arrow to select TriZetto or Jopari (WC and Auto Only).
  6. Click the State drop-down arrow to select a different state or filter by All.
  7. If the insurance company does not appear in the results, enter the insurance company name in the search box and click Add to create it as a custom payer.
    Note: Electronic services are not available with custom payers.


Review and Save Selected Insurances

  1. Review the list of insurances you selected.
    Note: An insurance that displays in yellow is either a duplicate in the Selected Insurances list or is an existing insurance company in your account.
    1. Click X to remove an insurance company from the list.
  2. Click Save. The Enrollments dashboard re-opens and the selected insurance companies display in the list of insurances.

When necessary, submit electronic service enrollment requests for the insurance company.


Once added, it's important to configure each insurance company's settings in Kareo to ensure proper claim submission. Learn more here.