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Kareo Help Center

Add or Delete Accepted Insurances in Profile

Updated: 11/25/2019
Views: 464

The Insurances section of the profile gives you the option to write a short Insurance Overview and add a list of In-Network Insurances you accept.

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 the Insurances section of the Provider Profile.
Provider_Profile.png

Add or Edit Insurance Overview

  1. Hover over Insurance Overview and click Edit. The editor opens.
  2. Enter a description of your insurance services (up to 500 characters) in the Insurance Overview box.
    • To edit, make desired changes to the Insurance Overview.
  3. Click Save Changes when finished. The editor closes and the updated information displays.
Provider_Profile_Insurance_Overview.png

Add or Delete In-Network Insurances

  1. Hover over In-Network Insurances and click Edit. The editor opens.
  2. To add an insurance plan, enter the insurance name in the open field and select it from the list of results. Click Add. The insurance is added to the list.
  3. To delete an insurance, click the trash icon on the right of the insurance name. The Insurance is removed from the list.
  4. To reorder the list of insurances, click the bar icon on the left of the insurance name and drag it up or down into the new position.
  5. Click Save Changes when finished. The editor closes and the updated information displays.
Platform_ProviderProfile_InsuranceAdd.png
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