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Kareo Help Center

Practice Information

Updated: 07/15/2021
Views: 5069

Practice information is entered during the New Practice Setup wizard. However, you can review and edit the information at any time. If you need to locate a practice's ID number or view a practice record, you'll need to find the practice.

Practice Information

  1. Click Settings > Practice Information. The Practice Information window opens.
Desktop_Settings_PracticeInformation.png
  1. If applicable, make any necessary changes:
    1. Name: The practice's name (not to exceed 60 characters for e-claim submission purposes). Populates Box 33 of the claim form. 
    2. Group NPI: The National Provider Identifier (NPI) used when the provider is credentialed to bill payers as a group. Populates Box 33a of the claim form.
    3. EIN: The Employer Id Number (EIN) assigned to the practice by the IRS. Populates Box 25 of the claim form.
    4. Contact Information: The address and phone number populates Box 33 of the claim form. For e-claim submission purposes, the address must be a physical location (cannot be a P.O. Box) with a valid 9-digit zip code. 
      Tip_Icon.pngTip: Click Address to enter the information in the Check Address pop-up window; this ensures the practice address is formatted correctly. Then, click USPS Website to access the USPS zip code lookup tool to verify the 9-digit zip code is valid. 
    5. kFax #: Auto-populates by getting a kFax number
    6. Administrator: Optional contact information that can be used for the Return Address or Remit Address on patient statements (e.g., if patient statement remittances are sent to a P.O. Box or an address different than the one entered in the Contact Information section).
    7. Billing Contact: Contact information that applies to all e-claim submissions to ensure payers have the correct point-of-contact, including phone number. This information can also be used for the Return Address or Remit Address on patient statements (e.g., if patient statement remittances are sent to a P.O. Box or an address different than the one entered in the Contact Information section).
    8. Notes: Internal notes related to the practice information.
  2. Click Save to record any changes made. 
Desktop_PracticeInformation_View.png

 

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