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Kareo Help Center

Add Insurance Plan

Updated: 05/20/2020
Views: 3280

Insurance plans represent a specific policy, group or program (e.g., PPO, POS, HMO) governed by the insurance company. In Kareo, the Insurance Plan record stores the claims billing address required for sending claims. 

Access Insurance

  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
  2. Click Insurance. The Insurance Companies dashboard opens.


Add Insurance Plan

  1. Click on an insurance company. The Edit Insurance Company page opens.


  1. Click +New Plan under the Insurance Plans section. The New Plan pop-up window opens.
  2. Enter the Plan Name, Address with a valid 9-digit zip code, and Phone Number.
  3. Click Add Plan to save. The plan appears under the Insurance Plans section of the Edit Insurance Company page.


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