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Kareo Help Center

Configure Insurance Company Settings

Once a payer enrollment status shows as Ready on the Enrollments dashboard, it's important to review the insurance company's settings in Kareo to ensure proper claim submission. Insurance company settings that are not properly configured may result in claim rejections or delayed payments.

Navigate to Insurances

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


Configure Insurance Company Settings

  1. Click the insurance company name on the dashboard. The Edit Insurance Company window opens.


  1. Click the General tab.
  2. For all insurance companies except Medicare, ensure the "Automatically bills secondary insurance" box is unchecked.


  1. Click the Practice Settings.
  2. Ensure "Enrolled in live" mode displays in the Enrollment Status drop-down.
  3. Ensure the following five boxes are checked:
  • "Use electronic billing when this payer is secondary"
  • "Send Coordination of Benefits (COB) information"
  • "Provider accepts assignment of benefits" (box is automatically checked by default)
  • "Exclude patient payments from claims sent to insurance"
  • "Allow zero balance transfers on claims"
  1. Click Save.


Next step:

Configure the settings for submitting either electronic or paper claims to the insurance company.