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Kareo Help Center

Add Insurance Plan to Insurance Company Record (Billing Module Subscribers)

Insurance plan information can be added to an insurance company record in Practice Settings by users with the System Admin and Biller roles. Once entered in Kareo, an insurance plan can then be easily added to a patient's record. In addition, Kareo Billing module subscribers can perform patient eligibility checks and submit claims electronically for insurance plans administered through payers that are enrolled for electronic services on your account. 

Note: Although insurance plan data syncs between Kareo's web application and Desktop Application (PM), it's best practice for billers to add new insurance plans in the Desktop Application (PM). If a plan is added in the web application, it's important to notify your account biller so that the electronic claim settings or paper claim settings can be configured in the Desktop Application (PM). 

Navigate to Insurance

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

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Add Insurance Plan to Insurance Company 

  1. Click on the correct insurance company name in the list. The Edit Insurance Company window opens.

PF add insurance plan to insurance company 1.png

  1. Click +New Plan under the Insurance Plans section. The New Plan window opens.
  2. Enter the Plan Name, Address, and Phone Number.
  3. Click Add Plan.  

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  1. The plan appears under the Insurance Plans section of the Edit Insurance Company window.

PF add insurance plan to insurance company 3.png

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