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Kareo Help Center

Find Insurance Company

Find an insurance company on the Enrollment Dashboard to view the enrollment status, edit or delete.

Navigate to Insurances

Click Settings > Insurance > Insurance Companies. The Enrollments dashboard opens.

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Find an Insurance Company

  1. Filter:
    1. Enrolled To: Click the drop-down arrow and choose Group Enrollments or a specific provider to view the enrolled insurance(s).
    2. Scope: Click the drop-down arrow and choose All, All Practices, or Practice Specific to view the enrolled insurance(s).
    3. "Only show enrollments in progress": Click this option to show insurance companies with status Pending Insurance, Pending Customer or On Hold.
  2. Search: Quickly find an insurance company by name or ID number.

Once you find the insurance company, click the insurance company name to open the Edit Insurance Company window.

 

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