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Kareo Help Center

Provider Documents

Updated: 06/02/2021
Views: 266

Documents related to the provider (e.g., credentialing, licensing, contracts) can be added to their Provider record. The Documents tab becomes available after creating and saving the provider. 

Add Provider Document

  1. Click Settings > Providers > Double click the provider to open. The Edit Provider window opens.
  2. Click the Documents tab.
  3. Click on one of the following options to add a document.
    • To select a document that is already uploaded to Kareo, click Browse Existing.
    • To upload a new document from the computer, click Upload New.
    • To scan a new document directly to the Provider record, click Scan.
      Note: In order to use the scanning feature, the scanner must be TWAIN compliant. For more information, visit the TWAIN website.


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