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Kareo Help Center

Add, Edit, or Delete Profile Associations

Updated: 11/25/2019
Views: 573

Add associations and groups to your profile that you are currently affiliated with to differentiate you and add to your credibility.

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 Associations section of the Provider Profile.
Provider_Profile.png

Add Association

  1. Click +Add Association. The Association editor opens.
  2. Enter the Association Name and Year Joined.
  3. Click Save Changes. The updated information displays in the Association section.
Provider_Profile_Associations.png

Edit or Delete Association

  1. Hover over the Association entry you want to edit or delete and click Edit. The editor opens.
  2. To edit the Association details, make desired changes to the information and click Save Changes. The editor closes and the updated information displays.
  3. To delete the Association listing, click Delete in the lower right of the editor window.
  4. To reorder the list of entries, click the bar icon on the left of the association name and drag it up or down into the new position.
Provider_Profile_Associations_Edit.png

 

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