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Kareo Help Center

Add, Edit, or Delete Profile Team Members

The Team Members section of the profile allows you to post photos and basic information of other staff members in the practice.

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 on the right of the provider name. The  Provider's Profile opens. 
 

Add Team Member

  1. Scroll down to the Team Members section of the Provider Profile.
  2. Click +Add Team Member. The Team Member editor opens.
  3. To add an optional image, click browse and upload. The Team Photo window opens. 
  4. Drag and drop an image from your desktop into the box, click browse and upload to add an image from your computer, or click take a photo to take a picture using your webcam. The Edit Team Photo window opens.
    Note: An image must meet the following criteria to be uploaded:
  • File type: .jpg, .jpeg, .png, .tif, or .gif
  • File size: 250kb-10mb
  • Measurements: minimum 200 pixels in height and width
PF profile team member 1.png
  1. Click and drag the crop box to center it over your picture, as desired.
  2. Click and drag the corners of the crop box to reduce or enlarge the size, if necessary.
  3. Click Crop when placement is complete.
  4. Review the image and click Confirm crop to save the image, or click Redo crop to make additional changes. The saved image appears in the Team Member editor.
PF profile team member 2.png
  1. Enter the Team Member's name (required).
  2. Enter the Team Member's job title (required).
  3. Click Save Changes when finished. The updated information displays under Team Members in the profile.
PF profile team member 3.png

Edit or Delete a Team Member

  1. Hover over the Team Members you want to edit or delete and click Edit on the right when it appears. The Team Members editor opens.
  2. To remove or change the Team Member image, click Remove Image. Click browse and upload to add a new image, if desired. Click Save Changes when finished. 
  3. To edit the Team Member's Name or Title, make desired changes to the information and click Save Changes. The editor closes and the updated information displays.
  4. To delete the Team Member, click Delete in the lower right of the editor window.
  5. To reorder the list of Team Members, click the bar on the left of the Team Member's image and drag it up or down into the new position in the list.
PF profile team member 4.png