Company Setup
Kareo shares certain settings across all of the practices associated with your company. For application administrators and for other designated users who have appropriate permission to access more than one practice, Kareo provides an interface to the application that opens each time you log into the system. This interface is known as theCompany Homedashboard.
On theCompany Homedashboard you will see a list of the practices to which you have access, as well as a menu bar and icon tools that allow you to perform certain functions related to company-wide settings. An application administrator or designated staff member will typically use the Company Home dashboard to set up practice records, configure users and security, and manage other company-wide lists; and will use the Practice Home dashboard to set up and manage the individual practices.
Note to Application Administrators: If you are setting up your company within Kareo for the first time, the Company Home dashboard will appear blank except for the menu bar and toolbar at the top of the screen, and a link that allows you to create a new practice record. Once you create one or more practice records, the names of the newly created practices will be displayed; and you will have automatic access to these practices. To open the Practice Home dashboard for any newly created practice, simply click on the name of the practice.
For more information on setting up your company within Kareo, read the following help topics:
Practices - Provides instructions for setting up and managing the list of practices within the billing company. With appropriate permissions, a user can add a new practice, assign a kFax number to a practice, find an existing practice that has already been set up, make edits to a practice record, and deactivate or reactivate an existing practice.
User Roles and Security Groups - Provides instructions for setting up and managing user accounts, configuring roll-based security levels, and configuring company-wide security policies.
Insurance Lists - Provides instructions for setting up and managing the list of insurance companies and insurance plans.
Codes - Provides instructions for setting up and managing the lists of codes, including the Procedure Codes, Procedure Modifier Codes, Procedure Categories, Diagnosis Codes, and Adjustment Codes.
Other Lists - Provides instructions for setting up and managing other lists within the system, including the list of attorneys, employers, workers' compensation offices, payer scenarios, and collection categories.
Company-Wide Clearinghouse Reports - Provides instructions for managing company-wide clearinghouse reports.
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