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Kareo Help Center

Edit Practice Information

Practice information is entered during the Practice Setup Wizard. However, you can review and edit the information at any time.

To edit practice information

  1. Choose one of the following to open the Practice Information:
    • If you have multiple practices: Click Settings > Company > Find Practice and continue to step 2.
    • If you have one practice, click Settings > Practice Information. The Practice Information window opens. Continue to step 5.
  2. In the Look For search bar, enter all or part of a keyword.
  3. Click Find Now.
  4. Once you find the practice, double-click to open it. The Edit Practice window opens.
  5. Enter desired changes in the Practice Information/Edit Practice window. (See details in image below.) 
    Note: If any of field is disabled (grayed out), you will need to contact your Kareo PM company administrator.
  6. When finished, click Save.

Practice Information.jpg

  1. Group NPI: The Group NPI will populate Box 33a of the claim form.
  2. EIN: The EIN will populate Box 25 of the claim form.
  3. Contact Information: The address and phone number will populate Box 33 of the claim form. The address entered must be a physical location (not a PO Box) and must include a 9-digit zip code. Click Address and enter the information in the pop-up window; this will ensure that the practice address is formatted correctly within the Kareo PM. Other fields in this section are optional and are for internal use.
  4. Administrator: Optional. Can be used for the Return Address or Remit Address for patient statements - for example, if you prefer your patient statement remittances to go to a PO Box or to an address other than the one entered under Contact Information.
  5. Billing Contact: Contact information applies to all electronic claim submissions to ensure your payers have the correct point-of-contact, including phone number. Can be used for the Return Address or Remit Address for patient statements - for example, if you prefer your patient statement remittances to go to a PO Box or to an address other than the one entered under Contact Information.
  6. Notes: Optional.
  7. kFax #: Get or release a kFax number. See kFax Number.
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