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Kareo Help Center

Change Existing Electronic Payer to Workers' Compensation

An existing electronic payer in Kareo can be easily changed to use an electronic workers' compensation connection through Jopari.

Change Existing Electronic Payer to Workers' Comp

Click Settings on the top menu and select Insurance > Find Insurance Company. The Find Insurance Company window opens. 
Note: To avoid duplication, a best practice is to first search the insurance database to see if the insurance company already exists in the system.

PM change payer to WC 1.png
  1. Enter all or part of the insurance company name in the Look for: field.
  2. Click Find Now. Related results display in the middle of the window.
  3. Find and double click on the insurance company name. The Edit Insurance Company window opens.
PM change payer to WC 2.png
  1. Click the Insurance Program drop-down arrow and select WC - Workers Compensation Health.
  2. Click the Electronic Claims tab at the top of the window. 
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  1. Click the Clearinghouse drop-down arrow and select Jopari (WC and Auto Only). A pop-up confirmation window opens.
  2. Click Yes in the confirmation window. The Electronic Payer Connection and Clearinghouse Payer ID fields are cleared.
  3. Click Electronic Payer Connection. The Select Electronic Payer Connection window opens.
PM change payer to WC 4.png
  1. Enter all or part of the insurance company name in the Look for: field.
  2. Click Find Now. Related results display in the middle of the window.
  3. Find and double click on the insurance company name. The Electronic Claims tab reopens and the selected payer name and ID display.
  4. Click Save. The Edit Insurance Company window closes and all updates are saved.
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