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Kareo Help Center

Add or Update Provider Demographics

Add demographic information to provide additional insight about yourself and make it easier for patients to find you online.

Open Provider Profile

  1. Hover over the Kareo icon in the upper left of the window and select Provider Profiles from the drop-down menu. The Provider Profiles window opens.
  2. Click Manage Profile to the right of the provider name. The  Provider's Profile opens. 
 

Add or Edit Profile Demographics

Name, Gender, DOB

  1. Hover over Name, Gender, DOB and click Edit on the right when it appears. 
  2. Enter information in the following fields:
  • Prefix (optional): Click the arrow and select an option from the drop-down list.
  • First and Last Name (required): Auto-populated based on your Kareo user account information. Edit your name as you would like it to appear online.
    Note: Changes made to your first or last name will only apply to your online profile and will not change your name in the Kareo system.
  • Suffix (optional): Enter a name suffix, if applicable.
  • Credentials (optional): Enter your medical credentials (e.g., MD, DO)
  • Gender (required): Click the arrow and select an option from the drop-down list. Your gender will not display publicly.
  • DOB (required): Enter your date of birth in a DD/MM/YYYY format. Your date of birth will not display publicly. 
  1. Click Save Changes. The updated information displays in the profile Demographics

 

PF profile name gender dob.png

Title, Practice Name, Years Practicing, and Email

  1. Hover over Title at Practice, Practice Name, Years Practicing, Email​ and click Edit on the right when it appears. 
  2. Enter information in the following fields:
  • Title at Practice (required): Enter your title (e.g., Family Practitioner).
  • Practice Name (required): Enter the name of your practice.
  • Years Practicing (optional): Click the arrow and select a number from the drop-down list.
  • Email (required): Auto-populated based on your Kareo user account information. Enter a different email address, if desired. Your email address will not display publicly.
  1. Click Save Changes. The updated information displays in the profile Demographics
PF profile title practice name.png

Phone Numbers

  1. Hover over Phone Numbers​ and click Edit on the right when it appears. 
  2. Information is auto-populated based on your Kareo user account information. Review or edit the information, as desired. 
  • Office (required): Enter the primary phone number for your office.
  • Mobile (optional): Enter your mobile phone number.  Mobile phone number will not display publicly.
  • Fax (optional): Enter your office fax number.
  1. Click Save Changes. The updated information displays in the profile Demographics
PF profile phone numbers.png

Licensing

  1. Hover over Licensing and click Edit on the right when it appears. 
  2. Enter your provider licensing details. This information will not display publicly.
  • NPI License (optional): Enter your NPI number.
  • DEA (optional): Enter your DEA registration number.
  • State License (optional): Click the arrow and select the state where you are licensed from the drop-down list.
  1. Click Save Changes. The updated information displays in the profile Demographics.
PF profile licensing.png

Specialty

  1. Hover over Specialty and click Edit on the right when it appears. 
  2. Enter the Primary Specialty (required) name in the field provided and select it from the auto-populated results. 
  3. Add a Secondary Specialty (optional), if applicable.
  4. Click Save Changes. The updated information displays in the profile Demographics.
PF profile specialty.png

Languages Spoken

  1. Hover over Languages Spoken and click Edit on the right when it appears. 
  2. Click the arrow and select a language from the drop-down list.
  3. Click Add to add the selected language.
  4. Add another language, if applicable.
  5. If multiple languages have been added, click and drag the bar to re-order the list.
  6. To remove a language, click the trash icon.
  7. Click Save Changes when finished. The updated information displays in the profile Demographics.
PF profile languages spoken.png

 

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