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Kareo Help Center

New Employer

The employer list stores a list of employers that are associated with the patients within the medical practices you serve. This list is a master list available to your entire company (and all practices associated with it). If you have the appropriate permissions, you can add, edit or delete employers.

To add a new employer

  1. Click Settings >Other Lists >Find Employers on the top menu.
    Note: To avoid duplication, a best practice is to first search the database to see if the employer already exists in the system.
  2. If the employer is not in the system, click New at the bottom.
  3. In the Employer Name field, enter the name of the employer.
  4. In the Address field, enter the address.
    Note: For quick data entry, enter the zip code on its own line, then use the tab key to exit out of the address box; the city and state will automatically populate.
  5. Click Save.
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