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Kareo Help Center

Add Group Taxonomy Code

In Kareo Practice Management, you can add a group taxonomy number to use for specific e-claims.

arrow_orange.jpgTo add a group taxonomy number

  1. Click Settings > Providers.
  2. In the Look For search bar, enter all or part of a keyword for the provider.
  3. Once you find the provider, double-click to open it.
  4. Click the Claim Settings tab.
  5. Under the Override Claim Settings section, click Add on the right. The Override Claim Settings window opens.
  6. Click the Insurance button and double-click on the necessary insurance company. 
  7. Check the "Show Advanced Settings" box under the Tax ID section.
  8. Click Group Specialty near the bottom right of the page.
  9. Click on your group taxonomy and click OK.
  10. Click Save in each window until it is no longer an option.

Repeat for each insurance company, as needed.

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