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Kareo Help Center

Add or Delete Accepted Insurances in Profile

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.

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 Insurance Overview

  1. Scroll down to the Insurances section of the Provider Profile.
  2. Hover over Insurance Overview and click Edit on the right when it appears. The Insurance Overview editor opens.
  3. Enter a description of your insurance services (up to 500 characters) in the Insurance Overview box.
  4. Click Save Changes. The Insurance Overview displays in the Insurances section of the Provider Profile.
 

Edit or Delete Insurance Overview

  1. Hover over Insurance Overview and click Edit on the right when it appears. The Insurance Overview editor opens.
  2. Make desired changes to the Insurance Overview.
  3. Click Save Changes. The updated information displays in the Insurances section of the Provider Profile.
 

Add or Delete In-Network Insurances

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

 

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