Skip to main content

 

Kareo Help Center

Set Up Provider to Run Patient Eligibility Checks

Before using Kareo PM’s patient eligibility feature, it is recommended that you validate certain information to ensure the practice and provider records have been set up correctly in Kareo PM. The correct setup depends on whether the provider is enrolled with the payer as a group practice or as an individual provider.

arrow_orange.jpgSet up provider to perform eligibility checks as part of a group   

  1. Click Settings > Company > Find Practice. If you only have one practice, click Settings > Practice Information.
  2. Once you find the practice, double-click on it to open.
  3. In the EIN field, verify that the practice’s EIN has been entered.
  4. In the Group NPI field, verify that the practice’s Group NPI has been entered.
  5. If you’ve made changes, click Save.
  6. Repeat for all practices through which you want to check eligibility.
  7. Next, click Settings > Providers.
  8. Find and double click the provider record to open it.
  9. Click the Claim Settings tab.
  10. In the NPI field, verify that "Bill with Group and Individual NPI" is selected.
  11. In the Tax ID field, verify that "Bill with EIN" is selected.
  12. If you’ve made changes, click Save.

arrow_orange.jpgSet up provider to perform eligibility checks as an individual

  1. Click Settings > Providers.
  2. Once you find the provider record, double-click on it to open.
  3. On the General tab, verify that the provider's Individual NPI has been entered.
  4. If you’ve made changes, click Save.
  5. Click the Claim Settings tab.
  6. In the NPI field, verify that "Bill with Individual NPI Only" is selected.
  7. In the Tax ID field, verify that "Bill with EIN" is selected.
  8. If you’ve made changes, click Save.
  • Was this article helpful?