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Kareo Help Center

Electronic Claim Settings

In order to submit claims electronically, you must first be enrolled in Electronic Claims Services. Once enrolled, you can configure electronic claim settings for an insurance company. This is a permission-based task; if you do not have access to configure settings, please contact your System Administrator.

Navigate to Insurances

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



Configure the Electronic Claims Tab

  1. Click the insurance company name on the Enrollments dashboard. The Edit Insurance Company window opens to the General tab.


  1. Click the Electronic Claims tab.
  2. Select your settings.
    1. This payer accepts electronic claims: Check this box if this insurance company accepts electronic claims.
    2. Clearinghouse: Select the clearinghouse with which you are enrolled.
    3. Electronic Payer Connection: This is also  known as the Payer ID. The Payer ID is used by the clearinghouse to route your electronic claims to the appropriate payer for further processing.
      1. Click the Electronic Payer Connection button to search, locate and select the payer connection (you can search by Payer name or ID); once you find the payer, double-click the line item to add it.
    4. Once the payer is selected, review the checkboxes on the right:
      1. Requires authorization or enrollment: If checked, enrollment agreements are required for electronic transactions with the insurance company. Submit an enrollment request for this insurance company through Kareo (if not already completed).
      2. Supports patient eligibility requests:  If checked, the insurance company supports electronic patient eligibility requests. 
    5. Enrollment Status by Practice: Accounts with multiple practices can see which practices are enrolled with the selected clearinghouse.
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