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Kareo Help Center

Find Insurance Plan

To find an insurance plan

  1. Click Settings > Insurance > Find Insurance Plan.
  2. In the Look For search bar, enter all or part of the name of an insurance plan. You can choose to search by:
  • E-Claims: An electronic claim status
  • Search In: A specific field criteria
  • Scope: An insurance plan available to one or all practices
  1. Click Find Now.
  2. Once you find the insurance plan, double-click to open it.
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