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Kareo Help Center

Add, Edit, or Delete Profile Procedures

Updated: 11/25/2019
Views: 838

Add a list in your profile of up to 10 procedures that are performed in your office.

Open 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 Procedures section of the Provider Profile.
Provider_Profile.png

Add Procedure

  1. Click +Add Procedure. The Procedures editor opens.
  2. Enter the Procedure and Description.
  3. Click Save Changes. The editor closes and the updated information displays.
Provider_Profile_Procedures.png

Edit or Delete Association

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

 

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