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Kareo Help Center

Add New Insurance Company

Kareo customers can add insurance companies in Practice Settings to create a single database of insurance information. Once an insurance company record has been created, insurance plans can be stored within the payer details and later added to patient records, as needed.  For practices with Kareo Billing, we offer assisted enrollment to set up electronic connections with insurance companies so you can check patient eligibility, submit claims, and receive ERAs.

Note: Adding insurance company information in Kareo does not create an electronic (EDI) connection with the insurance company to send and receive information. A subscription to Kareo's Billing module is required to electronically submit claims, check patient eligibility, and receive ERAs. Visit the Solution Center to learn more about Kareo Billing.

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 Company

Note: The images displayed throughout these instructions include features offered with Kareo's Billing module. Your view may vary slightly. 

  1. Click +Add Insurance in the upper right of the window. The Add Insurance window opens.

Most Commonly Requested Tab

  1. The Most Commonly Requested tab opens by default and includes a list of common insurance companies in the state where your practice is located. 
  2. Use the scroll tool to navigate up and down the list.
  3. Click the + or anywhere on the line item to add the insurance company to your Selected Insurances list.


Search Other Tab

  1. Click the Search Other tab to manually look for an insurance company.
  2. Begin typing the insurance company name and select it from the auto-populated list.
  3. Click More Filters to open filter options and search by Type, Clearinghouse, or State.
    Note: The clearinghouse TriZetto and the state in your practice address auto-populate by default.
  4. Click the Type drop-down arrow to select Professional CMS-1500, Institutional UB04, or Worker's Comp/Auto Accident.
  5. Click the Clearinghouse drop-down arrow to select TriZetto or Jopari (WC and Auto Only).
  6. Click the State drop-down arrow to select a different state or filter by All.
  7. If the insurance company does not appear in the results, enter the insurance company name in the search box and click Add to create it as a custom insurance company.
    Note: Electronic services are not available with custom insurance companies.


Review and Save Selected Insurances

  1. Review the list of insurance companies you selected.
    Note: An insurance company that displays in yellow is either a duplicate in the Selected Insurances list or is an existing insurance company in your account.
    1. Click the X to remove an insurance company from the list.
  2. Click Save. The Insurance dashboard re-opens and the selected insurance companies are added to the list.

When necessary, submit electronic service enrollment requests for the insurance company.