Skip to main content

 

Kareo Help Center

Add, Edit, or Delete Profile Procedures

Add a list in your profile of up to 10 procedures that are performed in your office.

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. 
PF open provider profile with image.png

Add Procedure

  1. Scroll down to the Procedures section of the Provider Profile.
  2. Click +Add Procedure. The Procedures editor opens.
  3. Enter the Procedure Title and Description.
  4. Click Save Changes. The updated information displays in the Procedures section.
PF profile procedures 1.png

Edit or Delete Association

  1. Hover over the Procedures entry you want to edit or delete and click Edit on the right when it appears. The Procedures editor opens.
  2. To edit the Procedures details, make desired changes to the information and click Save Changes. The editor closes and the updated information displays.
  3. To delete a Procedure, click Delete in the lower right of the editor window.
  4. To reorder the list of Procedures, click the bar on the left of the procedure name and drag it up or down into the new position.
PF profile procedures 2.png