Skip to main content


Kareo Help Center

Add Insurance Plan (Non-Billing Module Customers)

Updated: 05/20/2020
Views: 1285

Insurance plans represent a specific policy, group or program (e.g., PPO, POS, HMO) governed by the insurance company.

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.

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, and Phone Number.
  3. Click Add Plan to save. The plan appears under the Insurance Plans section of the Edit Insurance Company page.
  • Was this article helpful?