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Kareo Help Center

Edit Provider

A System Administrator can edit a provider's record and claim settings in the Desktop Application.

Important Note: Follow the Deactivate Provider instructions for provider account cancelations.


Navigate to a Provider Record

  1. Click Settings > Providers. The Find Provider window opens.
  2. Search for and select the provider.
  3. Double-click on the provider or click Open. The Edit Provider window opens.

Edit Provider Information

  1. Under the General tab, only the following fields can be edited:
    1. Full Name: The provider's full name.
    2. Individual NPI: Tthe provider's individual National Provider Identifier (NPI) number.
    3. SSN: The provider's 9-digit Social Security number.
    4. Specialty: Click Specialty to search and select the provider's main specialty from the list of taxonomy codes.
    5. Degree: The provider's degree (e.g., MD, DO, PhD, MET).
    6. Date of Birth: The provider's date of birth using the format "MM/DD/YYYY" (e.g., 05/25/1960).
    7. Department: If separate departments have been set up for the practice through the settings menu,  select the provider's department from the drop-down list. Otherwise, leave this box set to "None."​
    8. Encounter Form: Select the encounter form that will be used by this provider from the drop-down list. If none has been set up for this provider, leave this box set to "None." 
      Note: If an encounter form is later set up for the provider, return to this task and select the applicable encounter form.
    9. Address: The provider's complete office address; it must be a physical location (not a PO Box) and include a 9 digit zip code.
    10. Enter at least one phone number for the provider under Home, Work, or Mobile. Pager and Fax numbers are optional.
    11. Notes: Enter any notes to store with the provider record.
  2. If desired, click the Claim Settings tab to configure the provider's claim settings.
  3. If desired, click the Provider Performance Report tab to configure the reports settings.
  4. Click Save when finished.


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