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Kareo Help Center

Add Workers' Comp or Auto Insurance Plan

Workers' compensation and auto insurance plan information can be added to an existing insurance company record. Once entered in Kareo, the insurance plan can be used when creating patient workers' compensation or auto insurance cases.

Add Workers' Comp or Auto Insurance Plan

To avoid duplication, search the database to see if the insurance plan already exists in the system.

  1. Click Settings on the top menu and select Insurance > Find Insurance Plan. The New Insurance Plan window opens.

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  1. Enter all or part of the plan name in the Look For field.
  2. Click Find Now.
  3. If the insurance plan is not in the system, click New at the bottom. The New Insurance Plan window opens.

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Enter the insurance plan information.

  1. Insurance Company: Click Insurance Company. The Select Insurance Company window opens. Find and click on the insurance company name in the list, then click OK at the bottom of the window. The New Insurance Plan window reopens.
    Note: If the insurance company is not included in the list of companies, you can add a new insurance company before continuing.
  2. Plan Name: Enter the name of the plan.
  3. Address: This field is required to send electronic and paper claims. It is the remit to address where claims should be sent.
  4. Contact for Questions about Claims or Coverage (optional): Enter the contact information for this plan, if available.
  5. Scope(For companies with one Kareo PM account but multiple practices): Select "Practice Specific" (default) if the insurance plan is available only to the practice you are logged into. Choose "All Practices" if the insurance plan is available to all practices associated with the account.
  6. Created By: The system tracks who created the record and will display this information when this record is accessed in the future.
  7. Notes (optional): Enter any notes for your records regarding this insurance plan.
  8. Click Save when finished. The New Insurance Plan window closes and the insurance plan is saved under the insurance company record.

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