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Kareo Help Center

Navigate Practice Settings

Updated: 05/18/2023
Views: 12539

The Practice Settings page allows System Administrators to easily manage settings for the practice.

Access Practice Settings

  • Hover over the User icon and click on Practice Settings. The Practice Settings page opens.

Navigate the Practice Settings Page

  1. Practice Information: Review and edit basic practice information, preferences, and birthday notifications. Kareo Engage subscribers can upload a practice logo.
  2. Insurance: Clinical module subscribers can add insurance company and plan information. Billing subscribers can add companies, plans, and enroll for electronic services.
  3. User Settings: Add and edit user account settings and roles.
  4. Service Locations: Add and edit information about your service locations.
  5. Provider Profiles: Access settings to manage your online provider profile information.
  6. Telehealth Settings: Kareo Telehealth subscribers can review or edit the provider's unique Telehealth URL.
  7. Calendar Settings: Manage time zone, appointment time increments, visit reasons, rooms and equipment, and office hours, time off, and holiday schedules for providers and office staff.
  8. Visit Reasons: Configure visit reasons and their default procedure codes.
  9. Patient Communications: Set up and manage automated appointment confirmation and reminder messages. Kareo Engage subscribers can also access post-visit patient surveys and recall settings.
  10. Patient Intake: Engage subscribers can view electronic intake forms that patients may complete online, as well as attach additional intake forms for additional information such as medical questionnaires or consent forms.
  11. Surveys & Reviews: Engage subscribers can set custom options for collecting post-visit patient reviews.
  12. Patient Collect: Set up the Patient Collect feature to enable the practice to accept credit card payments from patients.
  13. Emergency Access: Request temporary system admin permissions for emergency access.



Click the down arrow on the right of the following sections to access additional settings. 

  1. Clinical - Available for Clinical subscribers only
  2. Misc
    • Portal Settings: Access settings for the patient portal.
    • Referring Providers: Create a database of referring providers that can be easily added to clinical notes and patient demographics.
    • Referral Sources: Create a list of referral sources to track how patients are introduced to your practice. A referral source can be added in the patient's Demographics.
  3. Data Management
  4. Kareo
    • Security Policy: Set various password and login rules that apply to all users in your practice.
    • Legal Agreements: Quickly access the License Agreement and other important documents that govern the relationship between your practice and Kareo.
  5. Billing
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