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Kareo Help Center

Add or Update Provider Demographics

Updated: 11/22/2019
Views: 738

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

Access Provider Profile

  1. Hover over the Platform icon and click on Provider Profiles. The Provider Profiles page opens.
  2. Click Manage on the right of the provider name. The Provider's Profile page opens.
  3. Scroll down to Demographics section of the Provider Profile.

Provider_Profile.png

Add or Edit Name, Gender, DOB

  1. Hover over Name, Gender, DOB and click Edit. The editor opens.
  2. Enter the following information:
    • Prefix (optional): Click the drop-down arrow and select an option from the drop-down list.
    • First and Last Name: Auto-populated based on the provider's user account information. Edit the provider's name, if desired.
      Note: Changes made to the first or last name will only apply to the online profile and will not change the provider's name in the Kareo system.
    • Suffix (optional): Enter a suffix, if applicable.
    • Credentials (optional): Enter the provider's medical credentials (e.g., MD, DO).
    • Gender: Click the drop-down arrow and select an option from the drop-down list. The gender will not display publicly.
    • DOB: Enter the provider's date of birth in the DD/MM/YYYY format. The date of birth will not display publicly.
  3. Click Save Changes. The editor closes and the updated information displays.

Provide_Profile_Demo_Name.png

Add or Edit Title, Practice Name, Years Practicing, and Email

  1. Hover over Title at Practice, Practice Name, Years Practicing, Email​ and click Edit. The editor opens.
  2. Enter the following information:
    • Title at Practice: Enter the provider's title (e.g., Family Practitioner).
    • Practice Name: Enter the name of the practice.
    • Years Practicing (optional): Click the drop-down arrow and select a number from the drop-down list.
    • Email: Auto-populated based on the provider's user account information. Enter a different email address, if desired. The email address will not display publicly.
  3. Click Save Changes. The editor closes and the updated information displays.
Provide_Profile_Demo_Title.png

Add or Edit Phone Numbers

  1. Hover over Phone Numbers​ and click Edit. The editor opens.
  2. Information is auto-populated based on the provider's user account information. Review or edit the information, as desired.
    • Office (optional): Enter the primary phone number for the office.
    • Mobile (optional): Enter a mobile phone number. The mobile phone number will not display publicly.
    • Fax (optional): Enter fax number for the office.
  3. Click Save Changes. The editor closes and the updated information displays.
Provide_Profile_Demo_Numbers.png

Add or Edit Licensing

  1. Hover over Licensing and click Edit. The editor opens.
  2. Enter the provider's licensing details. This information will not display publicly.
    • NPI (optional): Enter the provider's NPI number.
    • DEA (optional): Enter the provider's DEA registration number.
    • State License (optional): Click the drop-down arrow and select the state where the provider is  licensed from the drop-down list.
  3. Click Save Changes. The editor closes and the updated information displays.
Provide_Profile_Demo_Licensing.png

Add or Edit Specialty

  1. Hover over Specialty and click Edit. The editor opens.
  2. Enter the Primary Specialty name in the field provided and select it from the auto-populated results.
    • Add or remove a Secondary Specialty, if applicable.
  3. Click Save Changes. The editor closes and the updated information displays.
Provide_Profile_Demo_Specialty.png

Add or Edit Languages Spoken

  1. Hover over Languages Spoken and click Edit. The editor opens.
  2. Click the drop-down arrow and select a language from the drop-down list.
  3. Click Add to add the selected language. Add another language, if applicable.
  4. If multiple languages have been added, click and drag the bar icon to re-order the list.
  5. To remove a language, click the trash icon.
  6. Click Save Changes. The editor closes and the updated information displays.
Provide_Profile_Demo_Language.png

 

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