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Kareo Help Center

Add New Service Location

arrow_orange.jpgTo add a service location

  1. Click Settings > Service Locations.
  2. In the Look For search bar, enter all or part of a keyword and click Find Now
    Note: To avoid duplication, a best practice is to first search the service location database to see if the service location already exists in the system.
  3. If the service location is not in the system, click New at the bottom.
  4. In the New Service Location window, enter the location details. See below.
  5. Click Save.

New Service Location.jpg

 

  1. Internal Name: The name you enter here will only appear in the Kareo system.
  2. NPI: If applicable, enter the National Provider Identifier (NPI) number associated with this service location.
  3. Override EIN?: Check this box if you need to send claims for this service location with a different EIN than what was entered for the practice. Enter the alternate EIN in the EINfield.
  4. Time Zone: Select the service location's time zone from the drop-down list.
  5. Legacy Number Type: "LU Location Number" is selected by default and is appropriate for most cases; leave the Legacy Number field blank. If you want to change this, choose from the drop-down list and enter the appropriate number in the Legacy Number field.
  6. Billing Name/Address: Enter the billing name to display on claims. Enter the service location's address; it must be a physical location (not a PO Box) and include a 9-digit zip code.
  7. Phone/Fax: Enter the phone and fax numbers of the service location.
  8. Professional Claims Only: Select the Place of Service from the drop-down list; this list is provided by Kareo.
  9. Institutional Claims Only: Select the Type of Bill from the drop-down menu. Enter a Pay-To Name,Address and Phone/Fax if different than Billing Name and Address above; be sure to include a 9-digit zip code.
  10. Enter the CLIA Number if required. The CLIA number must be uppercase and in the following 10-digit format: 11A1111111.