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Kareo Help Center

Add Insurance Plan to Insurance Company Record (Non-Billing Module Customers)

As a Kareo customer, you can add insurance plan information to an insurance company record in Practice Settings. This feature can be accessed by your account users who have been assigned the System Admin or Biller role. Once entered, an insurance plan can then be easily added to a patient's record for reference and non-electronic billing purposes. Kareo Billing module subscribers have the added benefits of using insurance plan information to perform real-time patient eligibility checks and submit claims electronically.

To learn more about the benefits and features offered in Kareo's Billing module, visit the Solution Center.

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.

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  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.

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