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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. 

Navigate to 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 to Insurance Company 

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


  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.  


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


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